REGIONAL ASSOCIATE

POSITION SUMMARY

Interested in making a big impact within an experienced sales team targeting Canadian financial advisors? A rewarding growth opportunity is available for a result and action-oriented, go-getter who thrives within a team.

Based out of our Toronto head office (with the potential to work remotely from Montreal), the Regional Associate works both independently, and closely with the Regional Director(s), other inside sales team members and sales management, to develop and implement a business plan to prospect and service investment advisors within a designated regional territory.

If you’re passionate about seeking out and building relationships with new and existing financial advisor clients, this role is for you. A heavy emphasis is placed on daily proactive outreach and activity (calls, emails, meetings) to the Canadian broker/planner distribution channel, working in complement to the Regional Director(s) efforts in the field and virtually. Existing advisor relationships in Montreal and the surrounding area are considered an asset.

DUTIES & RESPONSIBILITIES

  • Work to enhance sales within an assigned region
  • Outbound sales calls and direct emails to current and prospective financial advisors, associates and other centres of influence to:

    • Develop and maintain ongoing relationships
    • Uncover sales opportunities for our products within the financial advisor community
    • Book meetings and branch presentations
    • Achieve quarterly quotas
    • Add to pipeline through research, identify key players, generate interest, qualify and segment leads
    • Follow up on marketing engagement (e.g., email campaigns, webcast participation)
    • Execute on planned sales campaigns
    • Route qualified opportunities to Regional Director for further development and closure, as appropriate
  • Answer incoming inquiries (calls, emails) from financial advisors and associates
  • Assist Regional Director(s) in booking and preparing for both in-person and virtual advisor and branch presentations, including calendar management (Note: this function may involve travel)
  • Apply departmental and firm-wide business practices to regional sales and servicing process
  • Maintain/update advisor profiles within Salesforce, including entering activity and opportunity details
  • Build and maintain knowledge of our products and value-added offerings, and associated marketing materials, to effectively communicate the firm’s investment philosophy and value proposition
  • Lead by example by dynamically contributing in team meetings, sharing ideas, wins and challenges; following sales process best practices and offering ideas for enhancement

EDUCATION & EXPERIENCE

Bachelor’s degree and at least one year of sales or client services experience in the investment industry with knowledge and/or relationship with the Canadian broker/planner distribution channels and a solid understanding of stocks, stock markets, managed money and the financial services industry

OTHER SKILLS

  • Fluency in both English and French required
  • Strong phone presence, communication and listening skills
  • Goal-oriented and accountable
  • Experience working with CRM and presentation tools
  • Excellent organizational skills
  • Strong customer service orientation
  • Ability to multi-task, prioritize and manage time effectively
  • Ability to work effectively on a team and individually
  • Ability to accept and incorporate feedback
  • Enthusiasm and knowledge of products, issues and philosophy of the firm
  • Ability to handle sensitive information with confidentiality

CERTIFICATES, LICENSES, REGISTRATIONS

Completion of CSC plus CIFC, CIM, CFP and CFA courses preferred

Bridgehouse Asset Managers is committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment process, please let us know.

To apply for an opening, please send a cover letter indicating your position of interest and your current resumé to aileen.gray@bridgehousecanada.com.