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Contact Next Edge Capital

1 Toronto Street, Suite 200
Toronto, ON M5C 2V6

Telephone: 416.775.3600
Toll-free: 1.887.860.1080
Fax: 416.775.3601
Email: info@nextedgecapital.com

Careers

About Next Edge Capital

Wholesaler – Western Canada / BC, AB, SK, MB

We are seeking a Wholesaler to represent Next Edge Capital to generate Alternative Fund sales and to develop new business throughout Western Canada. The position’s business development focus will be dealing with the IIROC, Family Office and Investment Council Channels. The individual must be able to articulate an in-depth understanding and knowledge of our products, and possess strong interpersonal skills. Expectations will be to deliver exceptional service to existing business partners and prospects.

About Next Edge Capital:
We are an alternative investment fund manager providing leading edge solutions for investors. For almost two decades our experienced team has launched numerous investment solutions in a variety of product structures. Our focus over the last five years have been centered around trying to provide investors who seek income an alternative solution to traditional Fixed Income Investments

Responsibilities:

  • Arrange one-on-one or group meetings with financial advisors to promote company products and services
  • Schedule and host events, roadshows and manager meetings
  • Develop a strategic business plan for the year and review it quarterly with the team to increase sales from advisors within the territory
  • Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms
  • Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage
  • Work with the marketing and portfolio management team to effectively communicate fund objectives and performance within sales region
  • Data Mine & populate the CRM system with all the information retrieved during meetings
  • Respond to client enquiries and follow up on leads
  • Generate and develop new business relationships
  • Present to advisors on new products, business building ideas and tax-planning strategies
  • Work effectively within a supportive team environment to meet and/or exceed company sales objectives
  • Special projects as required

Education Requirements:

  • Minimum bachelor’s degree (in a field such as commerce, finance, business administration an asset)
  • CSC is preferred
  • CFP or CIM is an asset
  • CAIA is a strong asset

Work Experience/ Skills:

  • Minimum 5 years of experience as a successful wholesaler in Western Canadian in the investment fund industry
  • Strong relationship building and relationship management skills
  • Experience developing and executing successful sales presentations
  • Proven ability to take initiative, developing and recommending creative solutions and demonstrating excellent judgment

Seniority Level

  • Mid-Senior level

Industry

  • Financial Services

Employment Type

  • Full-time

Please submit your resume to info@nextedgecapital.com.


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