Careers at Bridgehouse

REGIONAL ASSOCIATE
POSITION SUMMARY

Interested in making a big impact within an experienced sales team targeting Canadian financial advisors? A rewarding growth opportunity is available for a result- and action-oriented go-getter who thrives within a team.

Based out of our Toronto head office, the Regional Associate works both independently, and closely with the Regional Director(s) and sales management, to develop and implement a business plan to prospect and service investment advisors within a designated regional territory.

If you’re passionate about seeking out and building relationships with new and existing financial advisor clients, this role is for you. A heavy emphasis is placed on daily proactive outreach and activity (calls, emails, meetings) to the Canadian broker/planner distribution channel, working in tandem with the Regional Director(s)’ efforts in the field and virtually.

RESPONSIBILITIES

  • Work to enhance sales within an assigned region
  • Outbound sales calls and direct emails to current and prospective financial advisors to:

    o Develop and maintain ongoing relationships with financial advisors

    o Uncover sales opportunities for our products within the financial advisor community

    o Book client meetings and branch presentations

    o Achieve quarterly quotas

    o Add to pipeline through research, identify key players, generate interest, and qualify and segment leads

    o Follow up on marketing engagement (e.g., email campaigns, webcast participation)

    o Execute on planned sales campaigns

    o Route qualified opportunities to Regional Director for further development and closure, as appropriate

  • Answer incoming inquiries (calls, emails) from financial advisors and associates
  • Assist Regional Director(s) in booking and preparing for both in-person and virtual advisor and branch presentations, including calendar management (Note: this function may involve travel)
  • Apply departmental and firm-wide business practices to regional sales and servicing process
  • Maintain/update advisor profiles within Salesforce, including entering activity and opportunity details
  • Maintain knowledge of marketing materials associated with our products and value-add offerings to effectively communicate the firm’s investment philosophy and value proposition
  • Actively participate in team meetings, sharing ideas, wins and challenges

REQUIREMENTS/QUALIFICATIONS

  • Three (3) to five (5) years of financial services experience, minimum of one (1) year inside sales experience
  • CSI – Canadian Securities Course
  • Completion of CIM, CFA, CFP, MBA are assets
  • Bilingualism — English & French — considered an asset
  • Strong phone presence, communication and listening skills
  • Goal-oriented and accountable
  • Experience working with CRM and presentation tools
  • Excellent organizational skills
  • Strong customer service orientation
  • Ability to multi-task, prioritize and manage time effectively
  • Ability to work effectively on a team and individually
  • Ability to accept and incorporate feedback
  • Enthusiasm and knowledge of products, issues and philosophy of the firm
  • Ability to handle sensitive information with confidentiality
  • University degree or college diploma
  • Experience in conducting online meetings is an asset

Bridgehouse Asset Managers is committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment process, please let us know.

To apply for an opening, please send a cover letter indicating position of interest and current resume to aileen.gray@bridgehousecanada.com.