Wholesaler – Eastern Canada /Maritime Provinces (NF, NS, NB, PEI)

We are seeking a Wholesaler to generate sales and develop new business for the Eastern Canadian Provinces focusing on the IIROC and MFDA Channels. The Wholesaler position will include leading their team by establishing long lasting relationships, servicing existing business partners and prospecting for new clients; utilizing an in depth knowledge of our products, sales management skills and interpersonal skills.

Responsibilities:

  • Arrange one-on-one or group meetings with financial advisors to promote company products and services
  • Schedule and host events, roadshows and 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
  • Respond to client enquiries and follow up on leads from the Inside Sales Representative
  • Generate and develop new business relationships
  • Mentor Sales team members through continuous coaching and feedback.
  • Present to advisors on new products, business building ideas and tax-planning strategies
  • Work effectively within a supportive team environment to meet and/or exceed company sales objectives
  • Special projects as required

Work Experience/ Skills:

  • Minimum 5 years of experience as a successful wholesaler in the Canadian mutual fund industry preference for those with direct territory related experience and relationships
  • Strong Relationship Building and Relationship Management Skills
  • Experience developing and executing successful sales presentations
  • Proven ability to take initiative, developing and recommending creative solutions and demonstrating excellent judgment

Education Requirements:

  • Minimum bachelor's degree in a field such as commerce, finance, business administration
  • CSC/ IFIC is essential
  • CFP or CIM is preferred

To apply for this position, please send your resume and cover letter to Richard Goode (rgoode@sprott.com) with the position title (Wholesaler Maritimes) in the subject line. We thank all applicants for their interest; however, only qualified candidates will be contacted. SAM does not accept unsolicited agency resumes or phone calls

 

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