Job Description
The Institutional Sales Associate provides critical operational, analytical, and relationship-support capacity to the Canadian Institutional Sales team, enabling the Managing Director, to focus on client-facing activity across the full spectrum of Canadian institutional investors, including major pension plans, insurance companies, investment consultants, sub-advisory partners, and Indigenous trusts.

This role combines CRM and pipeline management, meeting preparation, competitive and market research, and direct relationship-building responsibility for a defined segment of smaller institutional accounts.

It is well suited to a motivated, detail-oriented professional seeking a pathway toward a Vice President-level institutional sales career.

Skills and Requirements
-One to three years of experience in institutional sales support, asset management operations, or a related financial services role.
-Work Experience: 3+ Years Required; 5+ Years Preferred
-Bachelor's degree in finance, economics, business, or a related field required; progress toward CFA, CAIA, or CSC/CPH designations is an asset.
-Three years of experience in institutional sales support, asset management operations, or a related financial services role.
-Strong proficiency in CRM systems (Salesforce or similar) and Microsoft Excel and Power

Point.
-Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, concise materials.




-French language proficiency is a strong asset given the team's Quebec market coverage, though not required for all placements.
-Demonstrated attention to detail and ability to manage multiple concurrent priorities in a rapid-paced environment.
-Within the first six to twelve months, a successful Associate will have taken full ownership of CRM hygiene and pipeline reporting across the team, be independently managing a growing book of smaller institutional accounts, and be trusted to prepare high-quality materials for MD-level meetings with minimal oversight.

Longer term, this role is designed as a developmental step toward a Vice President-track institutional sales career.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal employment opportunity/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

📌 Institutional Sales Associate (Toronto)
🏢 Insight Global
📍 Toronto