Overview
Business Development Manager – Wealth and Asset Management Jobs in Toronto, Canada at Caldwell Investment Management
Position: Business Development Manager – Wealth and Asset Management )
Key Responsibilities
- Conduct pro-active call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel.
- Source, evaluate and connect with Investment Advisors by utilizing cold call techniques.
- Maintain in-depth knowledge of Caldwell products and initiatives.
- Answer existing and potential advisor/client questions and send additional information, as required.
- Assist in the development of literature for promoting products.
- Work closely and collaboratively with the Sales teams to organize campaigns and events for Investment Advisors.
- Update call/meeting activities and maintain accurate advisor records within our Client Relationship Management system on a timely basis.
Education and Experience
- 4-5 years of related financial services inside sales experience
- Undergraduate in Finance or Commerce
- Strong track record of academic achievement
Qualifications and Competencies
- Exceptional interpersonal and sales skills
- A positive and flexible attitude
- Good organizational skills and ability to set priorities and meet deadlines
- Proficient with Microsoft office, including Excel and Power Point
- Strong team player skills
- Outstanding relationship building skills
- The ability to partner with the business to achieve firm and team goals
- Strong written and verbal communication skills
- The ability to proactively identify issues and recommend solutions
- A good work ethic
- An entrepreneurial spirit
Our Offer
- A comprehensive total rewards program including competitive base pay, bonus opportunities and group advantages
- Compensation that varies based on skills and demonstrated experience of the applicant
- Compensation includes: A salary of $55,000 – $70,000+ plus a bonus (up to 100% of salary), based on performance and other qualitative achievements
- A progressive and high-performing team environment
- Ongoing mentoring and coaching
About Caldwell Investment Management Ltd.
Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.
CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.
Our Workplace
Join Caldwell and be part of our highly engaged and growing team, where employees:
Caldwell does not use artificial intelligence to screen job applicants.
Caldwell Investment Ltd. is committed to the principles of employment equity and diversity.
We thank all applicants. Only those selected for an interview will be contacted.
No telephone inquiries please.
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Title: Business Development Manager – Wealth and Asset Management
Company: Caldwell Investment Management
Location: Toronto, Canada
Category:
