Client Advisor (Investment Management)

Location: Remote / Home Office in Montreal, with virtual and in-person meetings

Salary: $190,000–$210,000 annually, plus discretionary bonus and benefits

Company

hirify.global Berman is a global, employee-owned investment management firm established in 1939, managing more than $540 billion in assets across equities, fixed income, alternatives, and multi-asset strategies.

What you will do

• Build and maintain relationships with financial advisors across Quebec and promote investment solutions.
• Develop and execute a territory business plan to achieve and exceed sales targets.
• Engage high-performing corner-office advisors and provide ongoing advisor support.
• Deliver presentations and conduct individual and group meetings virtually and in person.
• Monitor market trends and competitor offerings to provide timely insights.
• Collaborate with the Head of Intermediary Distribution and internal stakeholders on strategic sales initiatives.

Requirements

• Bachelor’s degree in finance, business, or a related field.
• 5–10 years of successful experience in asset management sales, ideally in a senior external wholesaler or sales leadership role.
• Established relationships with high-performing corner-office advisors in Toronto and beyond.
• Strong knowledge of mutual funds, ETFs, closed-end funds, fixed income, equities, alternatives, and portfolio construction.
• Exceptional communication and presentation skills, with the ability to explain complex investment concepts.
• Must be authorized to work in Canada without current or future sponsorship.

Culture & Benefits

• Employee-owned firm with a collaborative and entrepreneurial working environment.
• Access to innovative investment solutions and market-leading insights.
• Comprehensive benefits package including paid time off, medical, dental and vision insurance, retirement benefits, and life insurance.
• Eligibility for a discretionary bonus and retirement contributions.