SUMMARY:

In this role, you will contact Investment Professionals across North America on behalf of our clients. Our clients include banks, asset managers, and public companies across various sectors and industries. This role provides a great opportunity for individuals to continue to grow their career in finance.

QUALIFICATIONS:

• University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration)
• Ability to adapt and adjust strategies accordingly
• Experience using CRM tools to manage interactions and data
• Superior collaboration skills
• Strong understanding of the markets, or strong curiosity to learn
• Solid understanding of financial concepts
• Excellent verbal and written communication skills
• Previous business development or sales experience is an asset
• Proficiency with Microsoft Office suite of products
  Job Types: Full-time, Permanent

Application question(s):

• University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration)

Work Location: Hybrid remote in Toronto, ON M5J 2W

• Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals (~130/day)
• Updating daily call activities and maintaining accurate records in the proprietary database
• Developing and maintaining an understanding of various industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products)
• Collaborating with your team to develop innovative outreach strategies for your clients
• Assisting with administrative tasks and special projects as needed by senior team members