Wholesale Investment Relationship Manager – Calgary AB – The Headhunters

Title of the Job: Wholesale Investment Relationship Manager – Calgary AB

Location: Calgary, AB – British Columbia

Job Description: We’re looking for a Wholesale Investment Relationship Manager in the Financial Services Industry (Region Calgary as well as the rest of Alberta, Saskatchewan, Manitoba)Our client is a forward-thinking leader in investment services, dedicated to building strong partnerships with IIROC and EMD Advisors. They value a collaborative approach to business development and are known for their high-quality financial products. The Wholesale Investment Relationship Manager will play a key role in driving sales through relationship management and territory-based business development efforts.Relationship Manager responsibilities:

• Conduct one-on-one meetings and branch presentations with advisors
• Build investor interest through marketing materials and presentations
• Use networking, seminars, and other methods to promote investment offerings
• Effectively communicate details of investment products to advisors
• Maintain consistent contact with IIROC and EMD Advisors
• Prepare and deliver impactful presentations
• Provide regular updates and communications to distribution lists
• Internal reporting and tasks:

• Maintain in-depth knowledge of the company’s products
• Update potential and existing advisors on new offerings
• Work with management to secure approval for agreements and arrangements
• Collaborate with Compliance to increase advisor engagement
• Adhere to all regulatory and registration requirements

The successful candidate has:

• 3-5 years of experience in financial services sales or business development
• Strong verbal and written communication, interpersonal, and organizational skills
• Proficient with SalesForce, MS Word, Excel, Outlook, and PowerPoint
• Experience in preparing and conducting professional presentations
• A demonstrated ability to quickly learn and adapt to changing environments
• Canadian Securities Institute (CSI) and/or Exempt Market Proficiency (EMP) certification preferred but not required

Compensation and benefits:

• The salary is negotiable depending on experience
• Comprehensive benefits package
• Opportunities for professional growth
• Flexible work arrangements

Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.

Company Name: The Headhunters

Salary:

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