Minimum of a Bachelor’s degree in Finance, Business Administration, or a related field. MBA or CFA highly preferred.
Position description
Required skills / Experience
Qualifications and Experience Required
Education: Minimum of a Bachelor’s degree in Finance, Business Administration, or a related field. MBA or CFA highly preferred.
Experience: At least 10-15 years of relevant experience in the financial services industry, demonstrating a proven track record in account management, business development, and team leadership.
Regulatory Knowledge: In-depth knowledge of the regulatory landscape governing IIROC and MFDA national dealers.
Communication Skills: Exceptional communication and negotiation skills, essential for effective engagement with various stakeholders. Bilingual proficiency in both French and English is necessary, especially within the Québec market, enabling seamless communication with clients and employees in their preferred languages. This bilingual proficiency not only facilitates rapport-building but also underscores the candidate’s ability to engage effectively and cater to the specific linguistic preferences of stakeholders, thereby fostering stronger connections and rapport within the local business landscape.
Analytical Skills: Strong analytical and problem-solving skills, enabling data-driven decision-making.
Networking: Established network within the financial services industry, especially with IIROC and MFDA national dealers.
Institutional Experience: Minimum of 10+ years of business development/consultant relations experience in the institutional space.
Investment Knowledge: In-depth knowledge of investment trends, financial markets, and the competitive traditional/alternative fund landscape. Familiarity with portfolio construction concepts incorporating traditional and alternative asset classes.
Communication and Relationship Management: Ability to communicate, advocate, and explain a new sales channel with unique needs. Robust written and verbal communication skills, emphasizing relationship management, partnering, influencing, and team building. A natural passion for public speaking.
Enthusiasm and Adaptability: Keen enthusiasm for markets, the fundamentals of investing, and an ability to quickly grasp and articulate complex financial concepts is critical. Ability to produce high-quality work in a rapidly changing environment with tight deadlines, prioritizing and ensuring timely and accurate delivery.
Technical Skills: Excellent time management, project management, analytical thinking, and problem-solving abilities. Strong technical skills in Salesforce and Microsoft Office Suite.
Entrepreneurial Mindset: Entrepreneurial mindset, self-starter able to motivate self and team; results-driven.
