Advance your career as an Institutional Investment Sales Manager in a hybrid capacity across Toronto or Western Canada. This position involves robust 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.
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📌 Defined Contribution Sales Manager Hybrid Role (Ontario)
🏢 Dean Group
📍 Ontario
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