Industry: Banking & Financial Services Location: Western Canada BC or AB Job Type: Full-Time | Permanent | Commission-Based A well-established alternative investment firm is seeking a dynamic and detail-oriented wholesaler in the Western region of Canada to join its growing team. Are you an experienced and motivated sales professional with a passion for capital markets and alternative investments? A leading financial services firm is seeking an External Wholesaler to manage a designated territory and drive sales across a diverse range of investment solutions. This role requires a consultative approach, strong advisor relationships, and a deep understanding of the financial landscape. Key Responsibilities Manage an assigned territory to achieve sales goals through regular travel and in-person advisor engagement Conduct relationship-driven, consultative sales meetings with IIROC and EMD investment advisers, as well as other licensed professionals Develop and execute strategic sales plans in collaboration with internal and external sales teams Communicate fund objectives clearly, while discussing market outlooks and portfolio strategies Identify advisor needs and introduce relevant cross-sell opportunities and innovative investment concepts Analyze regional and product-level sales trends across broker/dealer networks and individual advisors Collaborate with internal departments to deliver exceptional service to clients and partners Maintain accurate and current records in CRM and other administrative tools to support business efficiency Qualifications Minimum 5 years of experience in financial services sales, ideally as an outside wholesaler Strong knowledge of capital markets and investment vehicles, including mutual funds, alternative investments, private equity, hedge funds etc. Proven sales skills including prospecting, needs analysis, listening, and closing Established relationships within the advisory and dealer community Driven, competitive, and goal-oriented with a high level of integrity and professionalism Excellent interpersonal and communication skills What We Offer Competitive compensation structure including commission and bonus opportunities Flexible working hours and the ability to work from home Comprehensive benefits package including dental care A dynamic and supportive team environment in a growing organization Application Questions (as required on Indeed) : How many years of Capital Markets experience do you have?
Job Title
Wholesaler