Job

Vice President Sales, Atlantic Canada

Posted 21 March 2024

Vice President Sales, Atlantic Canada at Lysander Funds Ltd.

Sales & Trading Full-time Atlantic Canada

Experience: Senior-Level
Education Required: A university degree in a related field.
Completed Canadian Securities Course.
Preference given to candidates with IFIC, CIM, FMA, CFA or MBA.
Salary Range: Not Specified

Close date: 29 April 2024

Apply now

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to financial advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility.

Position Description

The Vice President, Sales will work closely with Investment Advisors in Atlantic Canada and report to the Vice President, National Sales. The Vice President, Sales will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales.

This is a full-time role working remotely from Halifax, although in the future Lysander Funds may require the role to work in Lysander’s office if one is established in Nova Scotia.

Responsibilities

  • Service an established network of CIRO Investment Advisor teams who have entrusted us with their client’s savings.
  • Qualify prospective clients and develop new relationships to drive new business.
  • Conduct meetings, presentations, and calls with Investment Advisors to further the sales objectives of Lysander Funds.
  • Work with the sales team to develop and implement successful sales strategies.
  • Work closely with a Business Development Manager, Sales based in Toronto.
  • Document client meetings through CRM database.
  • Enhance the reputation of Lysander Funds through ethical business practices and a dedication to client service.
  • Travel throughout the region to meet Investment Advisors in addition to regular travel to Toronto to collaborate with the sales team.

Required Skill / Experience

Qualifications

  • A minimum of three years of fund wholesaling experience.
  • Exceptional sales and presentation skills.
  • A proven track record of sales success in meeting sales targets and corporate objectives.
  • Business development and territory management experience.
  • Knowledge of mutual funds, ETF products, portfolio management strategies and the financial industry.
  • Well-developed strategic thinking, communication, and leadership skills.
  • An engaging professional presence.

What is your reaction to the fact that the 61st session of the Commission on the Status of Women will be chaired by a man?