Advance your career as an Institutional Investment Sales Manager in a hybrid capacity across Toronto or Western Canada. This position involves solid ties to senior leadership, supporting market growth in Defined Contribution sales. Join an esteemed investment firm and play a pivotal role in shaping market strategies within the Institutional Sales team.
With a minimum of three years of experience in Institutional Defined Contribution sales, your focus will be on client relationship management and business development initiatives. You will also engage in data-driven portfolio analysis and research to develop effective investment proposals. Key Responsibilities:
- Develop and execute comprehensive market strategies
- Build and maintain relationships with institutional clients
- Collaborate on business development and territory planning
- Contribute to competitive research and portfolio analysis
- Support creation of investment proposals Requirements:
- 3+ years in Institutional Defined Contribution sales experience
- Demonstrated success in business development initiatives
- Strong relationship management skills in finance
- Required: University degree, CSC, and CFP certifications
- Actively pursuing or completed CFA certification Harness your expertise to contribute to a firm focused on collaboration and growth in Institutional Sales.
📌 Defined Contribution Sales Manager Hybrid Role (Toronto)
🏢 Dean Group
📍 Toronto
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