Drive all ETF and Alt-related sales activities in British Columbia, collaborating with national wholesaling teams and identifying investment opportunities
Job Summary
Drive all ETF and Alt-related sales activities in British Columbia, collaborating with national wholesaling teams and identifying investment opportunities.
Craft and implement a regional ETF and Alternatives strategy, providing monthly updates to management and senior leadership.
Educate a wide range of retail clients on ETF/Alt products and related capital markets information, delivering timely communications on fund features and performance.
Matching Summary
Drive all ETF and Alt-related sales activities in British Columbia, collaborating with national wholesaling teams and identifying investment opportunities.
Skills & Requirements
Must-have
ETF and Alternatives strategy
Capital markets knowledge
Portfolio construction
Asset allocation
Drive sales activities
Develop sales strategies
Nice-to-have
Connect with people
Love of travel
Flexible work environment
Well-being and inclusion
Key Requirements
5+ years investment-related sales experience
Recent subject matter expertise in ETFs/Alternatives