Vice President, Institutional Sales (Toronto)

Vice President, Institutional Sales (Toronto)

05 Nov
|
Important Company of the Sector
|
Toronto

05 Nov

Important Company of the Sector

Toronto

Vice President, Institutional Sales & Client Relationship Manager

About the Company

Full-service wealth planning & management firm

Industry
Financial Services

Type
Privately Held

Founded
1994

Employees
501-1000

Categories

- Consulting
- Finance
- Financial Services
- Risk Management
- Wealth Management

Specialties

- integrated wealth planning
- investment management
- tax planning
- risk management
- and estate planning

About the Role

The Company is seeking a Vice President, Institutional Sales and Client Relationship Manager to join its agile team. The successful candidate will be responsible for driving business development, executing sales plans, and managing client relationships within the Canadian institutional marketplace. This role requires a strategic and proactive professional with a proven track record in institutional asset management, including experience with a range of client profiles such as foundations, endowments, trusts, pensions, and family offices. The Vice President will be accountable for expanding the company's presence,



maintaining existing relationships, and achieving ambitious growth and AUM goals.

Applicants must have a Bachelor's degree in a relevant field, with a graduate degree considered an asset, and hold a CFA or CIM designation. A minimum of 10 years' experience in business development and institutional asset management is essential, along with a deep understanding of the Canadian financial landscape and multi-asset investment strategies. The role demands an individual with exceptional interpersonal and communication skills, a results-oriented and relationship-driven approach, and a high level of professionalism. The ideal candidate will be an entrepreneurial leader, adept at problem-solving, and capable of driving growth while upholding the highest ethical standards. French language skills are a plus.

Hiring Manager Title
President, Institutional

Functions

- Business Development
- Sales/Revenue
- Account Management/Optimization

📌 Vice President, Institutional Sales (Toronto)
🏢 Important Company of the Sector
📍 Toronto

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