A HISTORY OF OUTPERFORMANCE

Wholesaler - Calgary

We are seeking a Wholesaler to generate sales and develop new business for the Calgary region. The Wholesaler leads their team by establishing long lasting relationships, servicing existing clients and prospecting for new ones; 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 ISR
  • 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
  • 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 careers@sprott.com, with the position title (Wholesaler) 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.