Inside Sales Representative

Posted 03 August 2023

Inside Sales Representative at YTM CAPITAL ASSET MANAGEMENT LTD.

Sales & Trading Full-time Toronto

Experience: Entry-Level
Education Required: • University Degree plus completion of CSC and/or IFIC certification
Salary Range: Not Specified

Close date: 01 October 2023

Apply now

YTM Capital is an asset manager based in Oakville Ontario that offers fixed income alternative strategies, offered as private and public funds.

Position Description

  • Partner with our Managing Directors to develop and execute annual sales business plan
  • Discover and explore new business opportunities by engaging in proactive sales calls with investment advisors
  • Provide input on YTM Capital products and services
  • Support investment advisors on market and fund performance, as well as portfolio reviews
  • Update daily call activities and maintain accurate advisor records within CRM (Salesforce) in a timely manner
  • Opportunity to be engaged in YTM Capital advisor events and meetings

Required Skill / Experience

  • The drive to grow business
  • Excellent communication skills
  • Someone who will thrive in a face-paced, results-oriented work environment
  • A team player with proven ability to collaborate
  • Strong time management and organization skills
  • Strong knowledge of individual investments, mutual funds, and alternative investment solutions
  • Knowledge of our clients: investment advisors, family offices, endowments, foundations, is a positive
  • Technology savvy, with CRM / Salesforce experience helpful
  • Bilingual (French) is an asset
  • Able to travel nationally as needed

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