Vice-President & Product Specialist (Wholesaler) With more than $8 billion in assets under management and institutional contracts, and a dedicated team of over 90 professionals, Ninepoint is one of Canada's largest independent asset managers. Our head office is located in Toronto's Royal Bank Plaza, South Tower, supported by a nationwide wholesaling team serving investment advisors across Canada. As the industry consolidates, we are proud to stand at the forefront — offering differentiated strategies that help advisors diversify and enhance their clients' portfolios.
As Vice-President, Product Specialist, you will be responsible for developing and growing advisor relationships, promoting Ninepoint's investment solutions, and driving sales initiatives within your assigned territory. This is a high-visibility, client-facing role suited to a polished relationship-builder with deep knowledge of the Canadian wealth management landscape.
Develop and maintain long-term relationships with advisors across CIRO and other wealth management channels Create and execute strategic territory business plans to drive sales growth Segment advisor relationships to deliver effective service and business development strategies Partner closely with Marketing and Portfolio Management teams to communicate investment strategies, fund objectives, and performance updates Maintain accurate client and prospect information within CRM systems Deliver presentations on investment solutions, practice management concepts, and tax-planning strategies Collaborate with internal teams to achieve and exceed sales objectives Participate in special projects and strategic initiatives as required CFA, CIM, or other advanced industry designations (considered an asset) Experience in investment sales, relationship management, wholesaling, or business development within the investment management industry Established relationships with retail Portfolio Managers, Investment Advisors, and/or financial advisors Solid relationship-building, communication, and presentation skills