Vice President, MFDA Retail Sales

Emploi pas sur LinkedIn

🕒 il y a 3 mois

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Mahoney Asset Management

Site WebLinkedInTous les Emplois

1 - 10 employés

Fondée en 1998

💸 Finance

👥 B2C

Finance • B2C

Mahoney Asset Management est une société indépendante de conseil en investissement et de gestion de patrimoine axée sur la planification de la retraite pour ses clients individuels. L'entreprise utilise un questionnaire "GPS" breveté ainsi qu'un outil de projection pour modéliser les besoins en revenus de retraite des clients, offrant ainsi une planification financière personnalisée, une construction de portefeuille, des réunions de conseil en personne et un suivi continu des portefeuilles. Les titres sont proposés par l'intermédiaire du courtier affilié Newbridge Securities Corporation et les services de conseil en investissement par un conseiller enregistré auprès de la SEC ; la société publie des commentaires sur le marché et des ressources éducatives pour ses clients.

Description

• Build and deepen relationships with MFDA advisors across assigned regions, driving awareness, education, and adoption of PICTON’s investment strategies • Execute a disciplined, territory-based approach to advisor coverage, sales activity, and pipeline development • Deliver high-quality advisor education through one-on-one meetings, branch presentations, and regional events • Support advisor-level due diligence, education initiatives, and ongoing relationship management • Work closely with the National Accounts team to align field execution with dealer-level strategies, approvals, and priorities • Develop and execute a targeted MFDA sales strategy aligned with PICTON’s broader retail growth objectives • Represent PICTON at MFDA-focused industry events, dealer conferences, and advisor forums

🎯 Exigences

• 10+ years of experience in asset management or financial services sales, with direct experience working with MFDA advisors • Strong understanding of the MFDA landscape, including dealer structures, advisor business models, and compliance considerations • Proven ability to drive advisor adoption and asset growth within approved dealer platforms • Experience working collaboratively with National Accounts or Head Office teams to support dealer-level strategies • Exceptional relationship-building, communication, and presentation skills • Self-directed, entrepreneurial mindset with the ability to operate independently while contributing strategically • Experience selling alternative or differentiated investment strategies is a strong asset • CSC required; CIM, CFA, CAIA or other advanced designations are an asset • Bilingual (French/English) is a strong asset • Willingness to travel nationally to support advisor engagement.

🏖️ Avantages

• Profit sharing • Health and wellness coverage • Life and disability insurance • Paid time off and holidays • Learning and development programs • Corporate fitness reimbursement and discounts • Volunteer and charitable donation matching • Recognition awards • Semi-annual performance bonuses • Generous annual vacation entitlement (minimum of 15 days per year)