About the role
A mid-sized investment management company in Montreal is hiring for this role. You will own a territory business plan and grow relationships with financial advisors, working alongside the Wholesaler partner. The role exists to turn client and prospect conversations into lasting business.
What you'll do
- Develop and execute a territory business plan with the Wholesaler partner
- Support client meetings and events
- Contact clients and prospects to build and grow relationships
- Advise financial advisors on the company's products, fund and market trends, and portfolio profiles
- Maintain accurate records in Salesforce
What you bring
- Bilingual ability, as the role is advertised as bilingual
- Experience working with financial advisors or in a similar client-facing sales role
- Working knowledge of funds, portfolios and market trends
- Salesforce experience for keeping records accurate
- A commitment to staying current on industry developments
Details
- Location: Montreal, Quebec
- Type: Full-time
Apply below and a Traverse recruiter will be in touch.