About
Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.
Open Positions
We are always on the lookout for talented individuals to join our team. Applications, cover letters and resumes may be sent to careers@caldwellinvestment.com
About the job
We are looking for a Business Development Manager to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team, responsible for executing strategies to increase assets under management and promote Caldwell’s investment products to advisory groups working primarily within the Canadian Investment Regulatory Organization (CIRO) channel.
Please note: this is a full-time position located at 150 King St. W., in Toronto with an expectation to work on-site 5 days per week.
Key Responsibilities:
As a Business Development Manager you will:
- Conduct pro-active call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel.
- Source, evaluate and connect with Investment Advisors by utilizing cold call techniques.
- Maintain in-depth knowledge of Caldwell products and initiatives.
- Answer existing and potential advisor/client questions and send additional information, as required.
- Assist in the development of literature for promoting products.
- Work closely and collaboratively with the Sales teams to organize campaigns and events for Investment Advisors.
- Update call/meeting activities and maintain accurate advisor records within our Client Relationship Management system on a timely basis.
Education and Experience:
- Minimum 3+ of related financial services inside sales experience
- Minimum University Bachelors degree, preferably in a field such as Commerce, Finance or Business Administration
- Strong track record of academic achievement
Qualifications and Competencies:
We are seeking job candidates who possess the following qualifications and competencies:
- Exceptional interpersonal and sales skills
- A positive and flexible attitude
- Good organizational skills and ability to set priorities and meet deadlines
- Proficient with Microsoft office, including Excel and PowerPoint
- Strong team player skills
- Outstanding relationship building skills
- The ability to partner with the business to achieve firm and team goals
- Strong written and verbal communication skills
- The ability to proactively identify issues and recommend solutions
- A good work ethic
- An entrepreneurial spirit
What We Offer:
- A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
- Compensation that varies based on skills and demonstrated experience of the applicant
- A progressive and high-performing team environment
- Ongoing mentoring and coaching
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Caldwell Investment Ltd. is committed to the principles of employment equity and diversity.
Applications, cover letters and resumes may be sent to careers@caldwellinvestment.com
We thank all applicants; however, only those selected for an interview will be contacted.
No telephone inquiries please.
Caldwell Investment Ltd. is committed to the principles of employment equity and diversity.
We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.
Applications, cover letters and resumes may be sent to careers@caldwellinvestment.com