Job Title

Position : Institutional Sales Location : Calgary, AB Type : Full-time About Us Matco Financial Inc. is an independent Canadian investment management firm based in Calgary. We specialize in providing customized investment solutions to high-net-worth individuals, families, foundations, and institutions. With a commitment to disciplined portfolio management and personalized client service, we are growing our reach across Canada and are looking for a motivated professional to join our team. Role Overview We are seeking a proactive and relationship-focused Institutional Sales Associate to join our team. This Canada-based role will work closely with Matco''s Portfolio Managers and Marketing team to drive new business opportunities, enhance investor communications, and elevate the firm''s national presence. The ideal candidate brings a blend of financial services experience, entrepreneurial initiative, and strong interpersonal skills. This is an excellent opportunity for someone passionate about connecting investors with investment solutions while working in a collaborative and fast-paced environment. Key Responsibilities Prospect & Pipeline Development Research and build a prioritized list of prospective institutional clients (Investment advisors, financial planners. Non-Profit organizations, pension plans, endowments, foundations, consultants, multifamily offices, etc.) Maintain detailed activity records and opportunity stages in CRM Outbound Engagement Initiate outreach (in person, phone, email, LinkedIn) to decisionmakers, articulating Matco''s value proposition confidently and clearly Build and maintain media relationships Schedule introductory calls for qualify leads, setup inperson or virtual meetings with the Portfolio Managers Event & Webinar Execution Plan, coordinate, and host client webinars, lunchandlearns, and smallformat roundtables featuring Matco Mutual Funds Own the logistics (invitations, platform setup, followup) to ensure flawless delivery and strong attendance Collaborate with Marketing and Compliance to keep materials current and onmessage Relay prospect feedback and competitive intelligence to PMs and Marketing, helping refine product positioning and roadmap Relationship Stewardship Serve as an articulate, enthusiastic ambassador for Matco at conferences and industry events Provide timely, proactive service to prospects and existing institutional clients; coordinate with Operations and Compliance to resolve queries Qualifications 24 years of experience in sales, investor relations, or client service within investment management or wealth advisory Strong understanding of investment products, fund structures, and Canadian investor channels Proven track record with institutional, non-profit, pension plans and multi-family offices Entrepreneurial mindset with the ability to self-direct and contribute to firm-wide growth initiatives Proven ability to build relationships and generate leads through cold outreach and professional networking Proficient in CRM platforms (Salesforce) and LinkedIn Sales Navigator Excellent verbal and written communication skills, with strong attention to detail Experience planning and executing webinars, roadshows, or events with investment professionals Bachelor''s degree in Finance, Business, Economics or a related field Completion of the Canadian Securities Course (CSC) required; CIM or CFA designation is an asset What We Offer Competitive compensation including base salary and performance incentives A supportive and entrepreneurial team environment Direct exposure to senior Portfolio Managers and firm-wide strategy Comprehensive benefits and support for continuing education and professional development To Apply Please submit your resume and a short cover letter to with the subject line: Institutional Investor Relations.