Job Summary

• The role involves managing all aspects of assigned institutional accounts including advising clients on investment opportunities and recommending buying and selling of securities.
• Candidates will disseminate timely marketing materials for Canadian equity products and coordinate outreach to Canadian corporations while ensuring compliance with research guidelines.
• The position offers a competitive salary range of $130,000 to $200,000 along with a comprehensive benefits package including medical, dental, vision, and retirement savings.

Matching Summary

Salary

Base: $130,000.00-$200,000.00; Bonus/Equity: Additional compensation may include cash or equity; Benefits: Medical, dental, vision, life insurance, disability, retirement savings, paid time off

Skills & Requirements

Key Requirements

• Bachelor's degree in Finance or related field
• Minimum 5 years institutional equity sales experience
• FINRA Series 7 and 63 licenses required
• SIE exam required unless exempted
• More than 15 years general experience listed
• 50% travel requirement

Work Rights