Join Lankin Investments as a Capital Markets Director, focusing on enhancing sales and forging vital relationships with investment advisors across Canada. This critical position merges inside sales with relationship management and trade execution.

Reporting to the Vice Presidents of Wholesale & Institutional, your role will involve working closely alongside External Wholesalers. You will cultivate and maintain partnerships with advisors and head offices, ensuring effective product communication and tracking sales performance through CRM. The ideal candidate will have a client-first mindset and a solid background in the financial services industry.

Key Responsibilities:
• Drive sales activity with External Wholesalers
• Strengthen relationships with investment advisors




• Provide tailored product presentations and updates
• Track pipeline activity and manage the sales pipeline
• Process trades and documentation for fulfillment

Requirements:
• Bachelor's degree in Business, Finance, or related
• Minimum of 2 years of sales experience in financial services
• Solid grasp of Canadian wealth distribution channels
• Excellent presentation and communication skills
• Proficient with CRM systems and MS Office

Utilize your sales strategy and communication skills to make a significant impact at Lankin Investments.
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📌 Capital Markets Director at Lankin Investments (Ontario)
🏢 Lankin Investments
📍 Ontario