Institutional Business Development Manager (Defined Contributions)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Flexible hybrid schedule at 483 Bay Street in Toronto, moving to the Mississauga office at 3 Robert Speck Parkway in late 2026; current work authorization for Canada is required. Occasional travel is required.
Salary: CAD 75,000–90,000 annual base salary, plus variable compensation and an RRSP contribution after six months.
Company
provides investment portfolios and services to Canadian individual and institutional investors and has operated in Canada for more than 35 years.
What you will do
- Develop and execute territory sales plans to increase sales, market penetration, and revenue.
- Manage institutional prospects and clients, uncover needs, and recommend relevant products and services.
- Build relationships with Investment Professionals, consultants, and prospects through targeted outreach and market involvement.
- Partner with the Vice President, Sales & Consultant Relations to improve prospect and consultant penetration.
- Support portfolio analysis, investment proposals, competitive research, comparisons, data mining, and pipeline reporting.
- Use actuarial evaluation and pension liability management knowledge in prospect and consultant discussions.
Requirements
- At least 3 years of sales and institutional experience, preferably in financial services.
- Client-facing experience in investment consulting, actuarial or pension functions, or institutional hybrid sales.
- University degree or equivalent work experience.
- Certified Financial Planner (CFP) and Canadian Securities Course (CSC) certification required.
- Actively pursuing the Chartered Financial Analyst (CFA) designation, with Level 1 completed.
- Strong Excel, analytical, communication, relationship management, and critical thinking skills.
Nice to have
- FSA and/or ASA designation.
- Proven record of exceeding sales metrics and managing institutional client relationships.
Culture & Benefits
- Flexible hybrid working arrangement.
- Competitive annual base salary and variable compensation plan.
- RRSP contribution after six months of employment with no employee matching required.
- Inclusive workplace with accommodation available during the application process.
- Opportunities for professional growth and development.
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