Business Development Manager – Wealth and Asset Management (Toronto)

Key Responsibilities

• Conduct pro-active call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel.
• Source, evaluate and connect with Investment Advisors by utilizing cold call techniques.
• Maintain in-depth knowledge of Caldwell products and initiatives.
• Answer existing and potential advisor/client questions and send additional information, as required.
• Assist in the development of literature for promoting products.
• Work closely and collaboratively with the Sales teams to organize campaigns and events for Investment Advisors.
• Update call/meeting activities and maintain accurate advisor records within our Client Relationship Management system on a timely basis.

Education and Experience

• 4-5 years of related financial services inside sales experience
• Undergraduate in Finance or Commerce
• Strong tra...