Institutional Business Development Manager (Financial Services)

TL;DR

Institutional Business Development Manager (Financial Services): Driving market penetration and managing client relationships for defined contribution products with an accent on institutional sales and pension liability management. Focus on developing territory sales plans, prospecting investment professionals, and executing data-driven growth strategies.

Location: Hybrid (Montreal, Canada). Current work authorization for Canada is required.

Salary: $75,000 – $90,000 (Base)

Company

hirify.global is a privately owned investment firm that has been helping Canadian investors manage their financial futures for over 35 years.

What you will do

• Develop and execute a Territory Sales Plan to maximize sales and increase corporate revenues.
• Guide prospective clients through the sales process and offer tailored product or service solutions.
• Build and manage strategic relationships with Investment Professionals and consultants.
• Proactively manage redemptions using advisor data and product solutions.
• Perform portfolio analysis, investment proposals, and detailed competitive research.

Requirements

• Current work authorization for Canada is required.
• Bilingual proficiency in English and French is required.
• Minimum 3 years of experience in institutional sales and financial services.
• Certified Financial Planner (CFP) and Canadian Securities Course (CSC) designations.
• Actively pursuing the Chartered Financial Analyst (CFA) designation (Level 1 completed).
• University degree or equivalent professional experience.

Nice to have

• FSA or ASA designation.

Culture & Benefits

• Flexible hybrid work arrangement and employer-paid comprehensive health insurance.
• Employer-funded RRSP contributions after six months of employment.
• Competitive variable compensation incentive program based on results.
• Generous parental leave providing 100% salary for 25 weeks.
• Home office equipment allowance up to $650 and tuition reimbursement.