Key Responsibilities

• Act as a key member of the Pier 4 sales team, supporting two Vice Presidents of Sales and their respective territories in achieving ambitious growth objective.
• Conduct outbound prospecting activities, including cold calling, lead generation, appointment setting, and ongoing sales follow-up.
• Follow up with Financial Advisors after VP meetings, addressing inquiries and assisting with the progression of sales opportunities.
• Maintain accurate and up-to-date Advisor records and activity tracking within the CRM platform.
• Manage inbound Advisor inquiries related to trade documentation, coordinating with internal operations teams to ensure timely resolution.
• Support the execution of marketing initiatives and sales campaigns designed to promote Pier 4's investment offerings.
• Collaborate with Sales Vice Presidents to develop and implement strategic sales plans.
• Provide proactive follow-up following roadshows, conferences, events, and other business development initiatives.
• Initiate and maintain outreach efforts through phone and digital channels to build new relationships within the financial advisor network.
• Deliver valuable market, product, and industry insights to Advisors, helping them navigate a dynamic investment landscape.
• Provide ongoing support regarding fund performance, market developments, and investment trends.
• Build and nurture long-term relationships with Advisors through consistent, professional, and value-driven interactions.
• Stay informed on Pier 4's investment products, industry developments, competitor offerings, and market trends.
• Represent and embody Pier 4's core values of Professionalism, Integrity, Excellence, and Respect.
• Travel periodically across Canada to support business development and relationship management activities.

Crucial Skills and Knowledge

• Fluent in both English and French (written and verbal).
• Strong sales, prospecting, and relationship management skills.
• Excellent verbal and written communication abilities, with the confidence to engage investment professionals and stakeholders.
• Comprehensive knowledge of the financial services industry and investment landscape.
• Strong understanding of real estate and alternative investments, with a passion for the sector.
• Proven ability to build credibility and trust with Financial Advisors and industry partners.
• Experience using Customer Relationship Management (CRM) systems to manage sales pipelines and client interactions.
• Highly organized, self-motivated, and able to work independently with a strong sense of urgency.
• Excellent time management skills with the ability to prioritize competing demands in a fast-paced environment.
• Strong collaboration skills and the ability to work effectively as part of a team.
• Proactive, results-oriented mindset with a commitment to achieving sales targets and supporting company growth.

Education & Experience Required

• Bachelor's degree, diploma, certificate, or equivalent in Business, Finance, Sales, Marketing, or a related field.
• Minimum 5 years of experience within the financial services industry in a sales, business development, or advisor-support capacity.
• Demonstrated experience working with Financial Advisors, investment products, or wealth management-related services.
• Proven track record of supporting sales growth, business development initiatives, and relationship management activities.
• Experience utilizing CRM systems for client management, reporting, and sales activity tracking.
• Ability and willingness to travel periodically across Canada as required.

Additional Details

• Competitive Salary Range: $70,000-120,000

• Work Arrangement: Fully on-site, 5 days a week at 70 York Street, Toronto.

• Comprehensive Total Rewards Package: Competitive compensation and benefits program.

• Extended Long Weekends: Enjoy regular 4-day long weekends throughout the year on every statutory holiday.

• Fitness Benefits: Access to on-site gym facilities.

• Ergonomic Workspace: Height-adjustable sit-stand desks provided.
• Company Culture: Frequent team-building activities, social events, and employee celebrations.

Diversity, Equity, and Inclusion

At Pier 4, we believe that diverse perspectives, experiences, and backgrounds strengthen our team and drive better outcomes. We are committed to fostering an inclusive workplace where all employees feel respected, valued, and empowered to contribute their unique talents.

We are committed to ensuring a fair, accessible, and transparent recruitment process. Accommodations are available upon request throughout all stages of the hiring process for candidates who require them.

Our Hiring Commitment

We believe that hiring decisions should be based on meaningful human interactions and a thorough evaluation of each candidate's skills, experience, and potential. As a result, artificial intelligence (AI) is not used to screen, evaluate, rank, or make hiring decisions on candidates. Applicants are reviewed by members of our hiring team to help ensure a fair, equitable, and personalized assessment process.