5+ years in Canadian retail or wealth-management distribution
Established network with advisors and wealth-management firms
Proven track record in national sales strategy execution
Expertise in investment products and portfolio construction
Knowledge of Canadian securities regulations
Relevant licensing or ability to acquire it promptly
Strong communication and stakeholder management skills
Tertiary qualification in business or finance; CFA preferred
Responsibilities
Develop and implement Canada's retail distribution strategy
Build relationships with financial advisors and wealth-management firms
Translate complex investment strategies for retail audiences
Originate and manage new business opportunities effectively
Lead marketing and distribution campaigns with Affiliate teams
Provide actionable market intelligence to senior stakeholders
Ensure compliance with Canadian securities laws and internal policies
Deliver exceptional service to clients and partners
Represent Pinnacle at industry events across Canada
Contribute to scaling the distribution capability and processes
Benefits
Opportunity to work in a high-growth environment
Collaborative team culture with a focus on innovation
Professional development and growth opportunities
Ability to shape the future of the distribution team
Access to a network of industry partners and professionals
Full Job Description
Key Responsibilities:
Develop and execute Pinnacle's Canadian retail distribution strategy, establishing a scalable market presence from Toronto and delivering agreed sales, asset-raising and client-engagement objectives.
Build and manage relationships with financial advisors, dealer and wealth-management firms, portfolio managers, investment counsellors, platforms, research teams and other retail intermediaries across Canada.
Represent Pinnacle and its Affiliate investment managers with credibility, translating sophisticated investment strategies into clear, compelling propositions for Canadian retail and wealth audiences.
Originate, qualify and convert new business opportunities; maintain disciplined pipeline management, activity reporting, forecasting and follow-through.
Lead product positioning, market-entry planning and distribution campaigns in partnership with Affiliate teams, marketing, investment specialists, operations, legal and compliance.
Develop a deep understanding of Canadian investor needs, advisor business models, competitive dynamics and regional opportunities, and provide actionable market intelligence to senior stakeholders.
Ensure all distribution activity, communications and records are completed in accordance with applicable Canadian securities laws, regulatory requirements, internal policies and approved materials.
Deliver high-quality ongoing service to clients and distribution partners, coordinating responses and solutions across Pinnacle and its Affiliates.
Represent Pinnacle at industry conferences, advisor events and partner meetings, with regular travel across Canada as required.
Contribute to the design and growth of the Canadian distribution capability, including future team, process and technology requirements as the business scales.
Desired Skills and Experience:
A strong record of success in Canadian retail or wealth-management distribution within asset management or a closely related financial-services environment.
Established relationships across the Canadian advisor, dealer, platform and wealth-management market, with the ability to develop new partnerships from the ground up.
Demonstrated experience developing and executing a national sales strategy, building pipelines and delivering measurable fundraising outcomes.
Strong knowledge of investment products, capital markets and portfolio construction, with the ability to communicate complex strategies clearly to sophisticated intermediaries.
Sound understanding of the Canadian securities and investment-fund distribution environment, including the roles of provincial regulators, the Canadian Securities Administrators and CIRO.
Relevant Canadian registration, licensing or proficiency credentials, where required for the activities performed, or the ability to obtain them within an agreed timeframe.
Exceptional communication, presentation, negotiation and stakeholder-management skills, with an entrepreneurial, accountable and collaborative approach.
Resilience, integrity and sound judgement, with the capacity to operate effectively in a lean, high-growth environment and build a long-term career with Pinnacle.
A relevant tertiary qualification in business, commerce, finance, economics or a related discipline; an advanced investment designation such as the CFA is advantageous.
A minimum 5 years work experience in investment management sales & distribution.
