Key Responsibilities
- Develop and executive a strategic sales plan in collaboration with senior sales leadership to drive partner acquisition and Assets Under Management (AUM) growth within Asian markets across Canada.
- Build, manage, and strengthen relationships with Financial Advisors, investment professionals, and distribution partners through phone, virtual, and in-person meetings.
- Identify, engage, and cultivate new business opportunities within the financial advisor network to expand Pier 4's market presence.
- Deliver presentations, product overviews, and market insights that clearly communicate the value of Pier 4's investment offerings.
- Provide advisors with ongoing support, education, and guidance regarding market conditions, investment products, and industry developments.
- Represent Pier 4 at meetings, conferences, roadshows, networking events, and industry functions to enhance brand awareness and generate new business opportunities.
- Proactively follow up on meetings, events, and business development activities to advance opportunities and maintain strong advisor relationships.
- Maintain accurate records of advisor interactions, sales activities, and opportunities within CRM system.
- Achieve and exceed established sales targets, business development objectives, and annual production goals.
- Collaborate with internal teams to ensure a best-in-class advisor and partner experience.
- Act as a brand ambassador for Pier 4 by exemplifying the company's values of Professionalism, Integrity, Excellence, and Respect.
Crucial Knowledge & Skills
- Fluency in both English and Mandarin, with exceptional verbal and written communication skills in both languages.
- Strong understanding of financial services, investment products, capital raising, and advisor distribution channels.
- Knowledge of alternative investment, private market investments, real estate investment strategies, and REIT structures.
- Proven ability to develop and maintain trusted relationships with Financial Advisors, investment professionals, and business partners.
- Exceptional presentation, consultative sales, networking, and relationship management skills.
- Strong business development mindset with the ability to identify opportunities and convert prospects into long-term partners.
- Demonstrated ability to influence, negotiate, and communicate complex investment concepts effectively to diverse audiences.
- Strong understanding of market trends, competitor offerings, and industry best practices.
- Excellent organizational, planning, and time management skills with the ability to manage multiple priorities in a fast-paced environment.
- Self-motivated, results-oriented, and driven to achieve ambitious sales and growth objectives.
- Proficiency with CRM systems and sales reporting tools.
- Strong collaboration and teamwork skills with the ability to work effectively across departments.
- Passion for real estate, alternative investments, and building long-term client relationships.
Education & Experience Required
- Bachelors degree in Business, Finance, Commerce, Economics, Marketing, or a related field.
- Minimum of 5 years of experience in financial services, investment sales, wealth management, asset management, or a comparable business development role.
- Proven track record of achieving and exceeding sales targets and business development objectives.
- Experience working with Financial Advisors, investment professionals, dealer networks, or distribution partners.
- Demonstrated success developing new business relationships and growing assets under management or investment sales.
- Experience serving Mandarin-speaking clients, advisors, or business partners.
- Industry licensing and designations such as CSC, IFIC, CFP, CFA, or related financial credentials are considered an asset.
- Experience prompting investment products, alternative investments, private capital offerings, or real estate investment solutions is considered an asset.
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.
