Wealth and Asset Manager at Caldwell

Elevate your career as a Business Development Manager in Wealth and Asset Management at Caldwell Investment Management. Drive inside sales of investment funds and engage with advisors in the Canadian market.
Caldwell is seeking an experienced candidate for its Sales Team. The role focuses on promoting Caldwell’s investment products through proactive sales campaigns and cold calling within the CIRO channel. You will maintain comprehensive knowledge of products and work collaboratively to execute strategies that increase assets under management.
Key Responsibilities:
• Conduct proactive sales campaigns targeting investment advisors
• Source and evaluate potential Investment Advisors
• Maintain in-depth knowledge of product offerings
• Answer advisor questions and provide information as needed
• Collaborate with Sales teams for campaigns and events
Requirements:
• 4-5 years of inside sales experience in finance
• Undergraduate degree in Finance or Commerce