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):

1. How many years of Capital Markets experience do you have?