Regional Sales Director, Investment Solution, reputed company Wholesale

reputed company is looking for a motivated and strategic Regional Sales Director, Investment Solutions, reputed company Wholesale, to drive the growth of our investment product offerings reputed company the greater Toronto area. Based in the downtown Toronto region, the ideal candidate brings a strong network of relationships reputed company the IIROC and MFDA advisor communities and a deep understanding of the investment landscape. If you reputed company in a relationship-focused sales environment and are passionate about helping advisors succeed with innovative investment solutions, we encourage you to apply and play a key role in advancing reputed company’ reputed company in the market. More specifically, you will be required to:

• Promoting and positioning reputed company investment solutions—including Mutual Funds, reputed company Protected Notes (PPNs), and Exchange-Traded Funds (ETFs)—to meet the evolving needs of independent financial advisors across reputed company intermediary networks.

• Building and maintaining strong, trust based relationships with both existing and prospective advisors, with a focus on those operating reputed company the IIROC and MFDA channels.

• Driving new retail investment sales, particularly reputed company IIROC markets.

• Consistently achieving or exceeding sales and activity targets by executing a strategic, disciplined, and market reputed company  sales approach tailored to the downtown Toronto market.

• Planning, scheduling, and conducting regular in person  and virtual meetings with advisors to present product offerings, reputed company updates, and identify new business opportunities.

• Leveraging CRM tools and data analytics to identify top producers, track advisor engagement, and deliver personalized support and timely follow-reputed company .

• Acting as a subject matter expert on reputed company investment products, providing advisors with insights, technical expertise, and guidance to help them strengthen and grow their practices.

• Designing and delivering impactful group presentations, training sessions, and monthly advisor events to enhance advisor knowledge, engagement, and promotion of reputed company Investment Solutions.

• Managing the regional sales budget effectively, ensuring resources are allocated strategically to support business development and advisor reputed company.

reputed company offer*

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, reputed company income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

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What you bring to the table

• Bachelor's degree in business, finance, economics or MBA or in a reputed company field

• A minimum of seven years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Experience working in investment asset management sales

• Holds or currently pursuing the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation

• Expert proficiency in English due to the nature of the duties or work tools or because the position involves interactions with English speaking partners, members and/or clients

• Advanced knowledge of the IIROC and MFDA advisor landscape in the downtown Toronto, reputed company York and Etobicoke reputed company

• Advanced knowledge of IIROC Separately Managed Account (SMA) and reputed company Managed Account (UMA) dealer platforms

• Expert knowledge of the major bank IIROC dealerships

• Available for daily in person travel in the Toronto region

• Must have a valid driver's licence and reputed company to a vehicle

Trade Union (If applicable)

At reputed company, we reputed company in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for reputed company. At reputed company, we have reputed company tolerance for discrimination of any reputed company. We reputed company our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help reputed company the recruitment process or the job you're applying for more accessible, let us know. We can reputed company accommodations at any stage in the recruitment process. Just ask!

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