Description
Working in conjunction with the VP, Sales, the Business Development Manager will develop relationships and increase product penetration in a given territory with investment advisors.
Position Reports to Head of Distribution, Canada
Responsibilities
- Work collaboratively with VP Sales to enhance existing and build new relationships with advisors and planners in Canada.
- 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.
- Must be fluent in French (oral + written), comfortable in English.
- Canadian Securities Course, CIM or CFA desired.
- Minimum of 2 years relationship management/sales experience.
- In depth knowledge of investment products (ETFs, 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.
- Willingness to learn.
To apply: Please email your resume or mail your resume to:
FT Portfolios Canada Co. 40 King St West, Suite 5102 Toronto, ON M5H 3Y2