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
Robust 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.

📌 Capital Markets Director At Lankin Investments Vaughan
🏢 Lankin Investments
📍 Vaughan