Institutional Business Development Manager (Defined Contributions)

Location: Flexible hybrid schedule at 483 Bay Street, Toronto until late 2026, then new Mississauga office at 3 Robert Speck Parkway. Current work authorization for Canada is required for all openings. Occasional travel required.

Base Salary: $75,000 to $90,000, based on experience and qualifications. Variable compensation plan and RRSP contribution after 6 months.

Company

Privately owned company helping Canadian investors with trusted investment portfolios and services for over 35 years, boldly adopting innovation.

What you will do

• Develop and execute Territory Sales Plan using institutional data to identify contacts, high-impact activities, product opportunities, and corporate messages.
• Guide prospects through sales process, uncover needs, offer solutions, and proactively manage redemptions.
• Initiate client relationships via prospecting, leads, and local involvement; follow up on opportunities for consultant discussions using actuarial and pension knowledge.
• Partner with VP Sales to strategize prospect penetration, grow business, and meet territory needs.
• Support team with portfolio analysis, investment proposals, competitive research, data mining, and reporting.

Requirements

• 3+ years of sales and institutional experience.
• Exposure in Investment Consulting, Actuarial/Pension functions with client-facing responsibilities in institutional hybrid sales.
• Experience as Business Development Manager with proven track record exceeding metrics and managing client relationships in financial services.
• University degree or equivalent work experience.
• Certified Financial Planner (CFP) and Canadian Securities Course (CSC) required.
• Actively pursuing Chartered Financial Analyst (CFA) designation (Level 1 completed).
• Excellent Microsoft Excel skills, analytical thinking, written/verbal communication, relationship management, and critical thinking.

Nice to have

• FSA and/or ASA.

Culture & Benefits

• Competitive compensation with base salary, variable incentives, and RRSP contributions (no matching required after 6 months).
• Inclusive environment with opportunities for career growth and development.
• Dynamic working arrangement with flexible hybrid schedule.
• Multiple awards including Canada's Top 100 Employers, Great Place to Work certifications, and LinkedIn Top Companies in Canada.