Inside Sales, Skyline Capital, Bilingual

The Skyline Group of Companies•Montreal, QC

22d•Remote

About The Position

The Bilingual Inside Sales, Skyline Capital position will utilize their strong relationship management skills and experience to maintain the highest level of excellence in customer experience for investors while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

Requirements

Post-secondary degree is required.
Successful completion of a financial services industry program course is required: CSC or CFA Level I.
A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written.
An interest and curiosity in capital markets and how they relate to the fund industry.
Knowledge of French and English is required to support Investment advisors and Portfolio managers and Team members within and/ or outside the province of Quebec.
Passion - for investment management, finance and economics.
Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
Personality - you're the individual with a great sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last.
Drive - you're a seasoned traveler who knows that being in front of an investor is one of the best ways to communicate. You’re also not afraid to pick up the phone or present to an audience.
Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce.
Knowledge - of exempt market investments and proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently.
Experience - at least 3 years related investment management experience.

Nice To Haves

Completion of the CFA, CFP or CIM would be an asset but not required.

Responsibilities

Coordinate the production of market insights and specialized research materials aimed at information current and prospective Investment advisors and Portfolio managers on Skyline's offerings.
Will educate, train and motivate Investment advisors and financial professionals to foster partnerships and stronger relationships, to increase Skyline’s market share in the territory and develop high quality leads for the Regional Vice-President.
Support the Regional Vice President in the preparation of client meetings, roadshows, events, and presentations.
Collaborate with the Group Capital team to increase sales and market share by conducting proactive sales calls with new and existing Investment advisors and Portfolio managers.
Develop and foster relationships with Advisors and Institutional firms with the goal of getting Advisory and/or portfolio investment suite offerings.
Provide reliable and timely information to current and prospective investors and support prospective and existing investors.
Provide client support to maintain excellent customer satisfaction.
Create and implement your business plan in collaboration with the Regional Vice-President, for your assigned geographic territory.
Identify and pursue new business opportunities through proactive sales calls to new and existing investment advisors by uncovering and developing opportunities through proactive sales calls and utilizing conceptual selling techniques.
Advise & give value-add ideas about Skyline products & services to support advisors in an ever-changing business environment by initiating proactive sales calls to build a sales partnership with advisors in your territory.
Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles