This job offer is closed.

POSITION SUMMARY

Based in the Greater Toronto Area (GTA) NCM Investments is seeking a Regional Sales Manager (wholesaler) to generate sales and develop new business focusing on the IIROC and MFDA Channels. The position will include establishing long-lasting relationships, servicing existing business partners and prospecting for new clients, as well as utilizing in-depth knowledge of NCM products, sales management skills and interpersonal skills.

KEY RESPONSIBILITIES

  • Arrange one-on-one or group meetings with financial advisors to promote NCM products
  • Schedule and host events, roadshows and portfolio manager meetings
  • Develop a strategic business plan for the year and review it quarterly with the team to increase sales from advisors within the territory
  • Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms
  • Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage
  • Work with the marketing and portfolio management team to effectively communicate fund objectives and performance within sales region
  • Data mine & populate the CRM system with all the information retrieved during meetings
  • Generate and develop new business relationships from phone and road work
  • Work effectively within a supportive team environment to meet and/or exceed company sales objectives
  • Special projects as required by the National Sales Manager

EXPERIENCE AND SPECIFIC SKILLS

  • Minimum 5 years of experience as a successful external sales person in the Canadian mutual fund industry
  • Strong Relationship Building and Relationship Management Skills
  • Exceptional verbal and written communication skills
  • Experience at developing and executing a successful sales and marketing plan

EDUCATION/ACCREDITATION

Minimum bachelor's degree in a field such as commerce, economics, finance, business administration

CSC/ IFIC is mandatory

CFP, CIM or CFA is preferred

ABOUT NCM

For over 20 years, NCM has been one of Canada's leaders in actively managed investment products. With a family of actively managed funds, NCM has earned multiple awards recognizing its investment success. NCM is an independent Canadian investment firm with offices in Calgary and Toronto, distributing retail mutual funds and related products and services to Canadian investors, through a third party distribution channel.

Thank you for your consideration.

We welcome and encourage applications from all groups and individuals.

Qualified candidates will be contacted.

No unsolicited Agency referrals, please.

More from the employer