If you are a talented and experienced External Wholesaler, David Aplin Group has the right opportunity for you! Our client is an exceptional, entrepreneurial, progressive, and growing investment management firm and investment counsel service.
This dynamic opportunity will be responsible for promoting a full range of Wealth Management solutions to Advisors across the west. If you have a passion for Investment Management and helping financial advisors, are a motivated self-starter who wants to be rewarded for your own high performance, and possess strong relationships with advisors in the IIROC and MFDA channels, we want to hear from you!
If you’ve worked at a large mutual fund complex and you’re looking for a more entrepreneurial environment, then we would love to hear from you!
Manage and establish relationships with advisors as well as through an investment counsel platform
Engage in business development and prospecting activities
Have knowledge of the current industry landscape and competitors
Be accountable for sales growth and relationship management within a defined region
Effectively present and deliver to engage with different audiences
Prior sales experience as an External Wholesaler
Exceptional knowledge of wealth products, such as equity and bond mutual funds as well as separately managed accounts through an investment counsel platform.
Positive attitude and energetic, team player
Entrepreneurial spirit, self-motivated and goal-orientated
Willingness to learn from industry experts
Post-secondary education (college or university)
Professional designations preferred (CIM, CFP)
Job ID: DS6411089
If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.
David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: www.aplin.com
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