Canadian Equity Specialty Sales (vp / Director)

Willenborg Wealth Management

Remote
$130,000.00-$200,000.00 py
Remote
Institutional client relationship management
Canadian equity product sales
Market commentary and research referencing
Willenborg Wealth Management is seeking a VP/Director of Canadian Equity Specialty Sales to develop and maintain relationships with institutional clients. The role requires extensive experience in institutional equity sales, advanced knowledge of financial markets, and a proactive approach to client engagement

Job Summary

  • Develops and maintains relationships with institutional clients and fellow internal professionals to facilitate efficient and effective client service.
  • Disseminates timely marketing materials for Canadian equity products created by partner firm(s) and services targeted at institutional investors.
  • Works closely with clients investment personnel, advises clients on investment opportunities, and recommends buying and selling of securities.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a VP/Director of Canadian Equity Specialty Sales to develop and maintain relationships with institutional clients. The role requires extensive experience in institutional equity sales, advanced knowledge of financial markets, and a proactive approach to client engagement.

Salary

$130,000.00-$200,000.00

Skills & Requirements

Must-have

  • Institutional client relationship management
  • Canadian equity product sales
  • Market commentary and research referencing
  • Corporate access coordination
  • Investment philosophy and product communication

Nice-to-have

  • Motivating and coaching sales teams
  • Proactive phone networking
  • Leveraging cross-departmental partnerships

Key Requirements

  • Bachelor's Degree in Finance, Accounting, Economics or related field
  • Minimum of five (5) years of institutional equity sales experience
  • SIE required
  • FINRA Series 7 and 63 licenses (or International Equivalent)

Work Rights

Not specified

Tailored Resume

Cover Letter