Based in the Greater Toronto Area (GTA) NCM Investments is seeking a Regional Sales Manager (wholesaler) to generate sales and develop new business focusing on the IIROC and MFDA Channels. The position will include establishing long-lasting relationships, servicing existing business partners and prospecting for new clients, as well as utilizing in-depth knowledge of NCM products, sales management skills and interpersonal skills.
Arrange one-on-one or group meetings with financial advisors to promote NCM products
Schedule and host events, roadshows and portfolio 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
Generate and develop new business relationships from phone and road work
Work effectively within a supportive team environment to meet and/or exceed company sales objectives
Special projects as required by the National Sales Manager
EXPERIENCE AND SPECIFIC SKILLS
Minimum 5 years of experience as a successful external sales person in the Canadian mutual fund industry
Strong Relationship Building and Relationship Management Skills
Exceptional verbal and written communication skills
Experience at developing and executing a successful sales and marketing plan
Minimum bachelor's degree in a field such as commerce, economics, finance, business administration
CSC/ IFIC is mandatory
CFP, CIM or CFA is preferred
For over 20 years, NCM has been one of Canada’s leaders in actively managed investment products. With a family of actively managed funds, NCM has earned multiple awards recognizing its investment success. NCM is an independent Canadian investment firm with offices in Calgary and Toronto, distributing retail mutual funds and related products and services to Canadian investors, through a third party distribution channel.
Thank you for your consideration.
We welcome and encourage applications from all groups and individuals.
Qualified candidates will be contacted.