Publié il y a 2 mois
Vice-President & Product Specialist (Wholesaler) - Ninepoint Partners
@ Ninepoint Partners
Canada
En bref
Ninepoint Partners is hiring a Vice-President, Product Specialist to build advisor relationships and promote its investment solutions across British Columbia, Ontario and Quebec. The role is full-time, client-facing and centres on territory sales growth, advisor events and presentations.
Responsabilités :
- Meet financial advisors to promote investment solutions
- Build long-term advisor relationships across wealth channels
- Host advisor events, roadshows and seminars
- Create and execute territory business plans
- Maintain client and prospect data in CRM systems
Résumé des exigences :
- University degree in finance, economics or business
- Canadian Securities Course completed
- CFA, CIM or other designations an asset
- Investment sales or wholesaling experience
- Established relationships with portfolio managers or advisors
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-08-31
- Première détection par notre source
- 2026-11-11
- Mise à jour du dossier source
- 2026-11-11
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : modérés · route : modérés |
| Milieu de travail | Chez les clients, Bureau |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | English |
| Permis et certifications | Canadian Securities Course |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Finance, Economics, Business |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Ninepoint Partners
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
Vice-President & Product Specialist (Wholesaler)
Sales & Distribution | Full-Time | British Columbia, Ontario & Quebec
ABOUT NINEPOINT
Ninepoint Partners is an entrepreneurial, independent, employee-owned Canadian investment firm committed to delivering innovative investment solutions. With more than $8 billion in assets under management and institutional contracts, and a dedicated team of over 90 professionals, Ninepoint is one of Canada's largest independent asset managers. As the firm grows and expands into new product categories, we continue to strengthen our team. Our head office is located in Toronto's Royal Bank Plaza, South Tower, supported by a nationwide wholesaling team serving investment advisors across Canada.
At Ninepoint, we believe that in uncertain times, innovative investment solutions are essential to a well-diversified portfolio. As the industry consolidates, we are proud to stand at the forefront — offering differentiated strategies that help advisors diversify and enhance their clients' portfolios.
THE OPPORTUNITY
As Vice-President, Product Specialist, you will be responsible for developing and growing advisor relationships, promoting Ninepoint's investment solutions, and driving sales initiatives within your assigned territory. This is a high-visibility, client-facing role suited to a polished relationship-builder with deep knowledge of the Canadian wealth management landscape.
The opportunity is open to candidates located in or covering British Columbia, Quebec or Ontario
KEY RESPONSIBILITIES
▪ Conduct one-on-one and group meetings with financial advisors to promote Ninepoint's products and services
▪ Develop and maintain long-term relationships with advisors across CIRO and other wealth management channels
▪ Host advisor events, roadshows, educational seminars, and portfolio manager meetings
▪ Create and execute strategic territory business plans to drive sales growth
▪ Segment advisor relationships to deliver effective service and business development strategies
▪ Partner closely with Marketing and Portfolio Management teams to communicate investment strategies, fund objectives, and performance updates
▪ Maintain accurate client and prospect information within CRM systems
▪ Respond to advisor inquiries and follow up on business opportunities in a timely, professional manner
▪ Deliver presentations on investment solutions, practice management concepts, and tax-planning strategies
▪ Collaborate with internal teams to achieve and exceed sales objectives
▪ Participate in special projects and strategic initiatives as required
WHAT WE'RE LOOKING FOR
Successful candidates will typically possess:
▪ A university degree in Finance, Economics, Business, or a related discipline
▪ Completion of the Canadian Securities Course (CSC)
▪ CFA, CIM, or other advanced industry designations (considered an asset)
▪ Experience in investment sales, relationship management, wholesaling, or business development within the investment management industry
▪ Established relationships with retail Portfolio Managers, Investment Advisors, and/or financial advisors
▪ Strong relationship-building, communication, and presentation skills
▪ Experience developing and executing territory business plans
▪ A demonstrated ability to work independently while contributing to a collaborative team environment
Ninepoint Partners is committed to fostering a diverse and inclusive workplace. We thank all applicants for their interest; only those selected for an interview will be contacted.
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