06 Aug
|
Dean Group
|
Toronto
06 Aug
Dean Group
Toronto
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
Solid 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