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Director, Client Solutions Sales - Trans-Canada Capital - 34097

Location: MONTREAL, QC, Canada
Posting Start Date: Sep 11, 2023
Posting End Date: Sep 25, 2023

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Job Description

Description

Trans-Canada Capital  (TCC) is an asset management firm specializing in innovative investment strategies. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With over $27 billion in assets under management, more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of institutional investors seeking steady returns.

We are seeking an entrepreneurial and experienced external wholesaler/ salesperson to generate sales and develop new business focusing on private wealth channels (including CIRO/IIROC & family offices) and other institutional investors.

Reporting to the Head of Canadian Sales in the Client Solutions team, the role will include prospecting for new advisor clients, wealth gatekeepers, family offices and small-mid sized institutions across Canada. It will require in-depth knowledge of our fixed income, equity and alternative products. The role can be based in Toronto or Montreal and will require travel.

The candidate will choose TCC because of its collaborative work environment, its innovative approach to asset management, the sophistication and diversification of its investment strategies, its growth potential, the tight-knit relationship amongst the investment teams and the competitiveness of its total compensation package.

Roles and responsibilities 

  • Successfully meet challenging sales targets and annual revenue goals
  • Identify and pursue relationships with financial advisors, gatekeepers, family offices and small-mid sized institutions to uncover new business development opportunities 
  • Develop a strategic business plan and monitor progress
  • Present TCC strategies to prospects
  • Attend and present at relevant investment conferences
  • Stay up to date with the various investment teams on trends, themes and new opportunities
  • Populate the CRM system with prospect data, and provide sales reporting to management
  • Work effectively within a collegiate and entrepreneurial team environment

Qualifications

Qualifications

  • Minimum 5 years of experience as a successful salesperson in the Canadian investment industry with established financial advisor, family office and institutional relationships 
  • Experience in developing and executing a successful sales and marketing plan
  • University degree; bachelor level required
  • Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered Investment Management (CIM) designations are an asset
  • Bilingual (English and French), with strong writing skills. This position requires proficiency in a language other than French to provide support to clients and employees located outside Quebec or who require services in a language other than French.

Competencies

  • Strong analytical skills and attention to detail
  • Ability to work well independently and under pressure
  • Excellent written and verbal communication skills in French and English
  • Rigorous, disciplined and well organized
  • Team player, adaptability to work in a dynamic workplace
  • Strong interpersonal skills

Office attendance and location

  • The position is based in downtown Montreal or Toronto
  • This is position require 5 days of office attendance

Conditions of Employment:

  • Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position.

Linguistic Requirements

Bilingualism (English and French). This position requires proficiency in a language other than French to provide support to clients and employees located outside Quebec or who require services in a language other than French.

Diversity and Inclusion

Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees’ unique contributions to our company’s success.

As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve.

Trans Canada Capital Inc. thanks all candidates for their interest; however only those selected to continue in the process will be contacted.

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