Careers

Description
The Marketing Communications Manager role will develop marketing, communication programs and collateral to support First Trust Portfolios Canada’s product lines. The communication strategies will result in clear and compelling communications that aid the understanding and ultimately support the sales of First Trust products.

Position Reports to: Steven Kim, Vice President

Responsibilities

• Develop and execute strategic marketing communication plans to support the launch and ongoing support of product initiatives.
• Work with stakeholders as well as external partners to create marketing programs that promote First Trust’s products.
• Write, create and execute on the development of dynamic marketing collateral which best supports the intended audience and message. This could include marketing brochures, newsletters, direct mail and direct email campaigns, wikis, internet sites, webcasts, videos, press releases, social media and other channels.
• Measure the success of marketing campaigns and ensure target penetration and utilization rates of all products are reached.
• Analyze competitors, Canadian market trends, U.S. trends, and legislative changes.

Requirements/Qualifications

• A minimum of 5-7 years management experience in marketing and communication within an asset management firm, financial services or a related industry.
• Collateral creation.
• Superior writing and editing skills are essential.
• Proven project management skills.
• Experience working with outside agencies and creative consulting firms.
• University degree or equivalent.
• Marketing, Journalism or Communications Degree/Certificate.
• HTML programming and use of design software such as Quark and Adobe Creative Suites.
• Advanced interpersonal and leadership skills.
• Strategic thinker - used to focusing on the big picture.
• Self-motivated.
• Ability to multi-task and set priorities.
• Business to business marketing experience.
• Knowledge of digital communication channels.

Notes/Unique Requirements

• The ability to write, create and edit strategic pieces of communication is essential to success in this position.
• A demonstration of writing/editing skill will be required as part of the interview process.

To apply: Please email your resume or mail your resume to: FT Portfolios Canada Co. 330 Bay Street, Suite 1300 Toronto, ON M5H 2S8

Note: We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted, no agencies or solicitations please.

Description
Working in conjunction with the VP, Sales, the Regional Sales Manager will develop relationships and increase product penetration in a given territory with IIROC and MFDA advisors.

Position Reports to: Senior Vice President, Head of Sales

Responsibilities

• Work collaboratively with VP Sales to enhance existing and build new relationships with advisors and planners from IIROC and MFDA dealer channels.
• Increase total assets under management within a given territory, achieving established sales targets.
• Develop and promote brand awareness of FT Portfolios Canada Co.
• Handle proactive outbound calling to set up appointments, provide updates on product and share sales ideas.
• Handle reactive inbound calling to answer questions, concerns and requests.
• Manage CRM system in order to segment client base within a defined sales territory.
• Apply outstanding communication, time management and territory management skills to maximize effectiveness.

Requirements/Qualifications

• University degree.
• Canadian Securities Course/IFIC required.
• Minimum of 3 years relationship management/sales experience in the financial services industry.
• Knowledge of investment products (mutual funds, stocks, bonds) and an understanding of financial markets and investment marketplace.
• Strong relationship building and interpersonal skills together with strong listening skills.
• Proven ability to take initiative, be a strong self-starter and display professionalism.
• Solid organizational and time management skills with strong client service approach.
• Good working knowledge of Microsoft Office and CRM tools.

To apply: Please email your resume or mail your resume to: FT Portfolios Canada Co. 330 Bay Street, Suite 1300 Toronto, ON M5H 2S8

Note: Only those selected for an interview will be contacted, no agencies or solicitations please.