Business Development Representative, Canadian Retail Asset Management
Top Benefits
About the role
COMPANY STATEMENT: Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and private high and ultra-high-net-worth clients through its subsidiaries. Guardian is headquartered in Canada and operates in Canada, the United Kingdom, the United States and the Caribbean. Guardian is a wholly owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. To learn more about Guardian, visit www.guardiancapital.com.
Our asset management division, Guardian Capital LP, is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds.
JOB STATEMENT: Guardian Capital LP (GCLP) has an immediate need for a Business Development Representative to join our Canadian retail asset management team. As a member of this team, you will contribute to growing our business with new and existing clients and deliver industry leading service. Key facets of this role include supporting our senior sales team members with product and client support, building and executing sales campaigns, coupled with robust follow ups through meetings, phone calls and emails, as well as administrative functions relating to our CRM, webinars and coordination of key business activities.
ESSENTIAL FUNCTIONS Managing day-to-day client relationships, including outbound and inbound calls to clients as well as the collection of client and prospect details for the CRM; Coordinating territory events (conferences, Portfolio Manager luncheons/dinners, webinars, etc.); Working closely with senior sales team members to identify new opportunities, prepare and distribute client requests/materials; Participating in industry events to grow presence in the marketplace; Supporting the execution of a business plan, including development of strategies and campaigns to hit sales quotas; Assisting in the creation of and collaborating on digital campaigns; and Preparing and analyzing reports of key findings and opportunities.
QUALIFICATION Post-secondary degree (preferably with an orientation toward business, finance or communications) A minimum of 3 years of financial industry experience Strong written and verbal communication skills (bilingual candidates an asset) Strong Salesforce (or other CRM) knowledge is an asset Completion, or working towards, the CSC and/or CFA designation is an asset Extremely detail-orientated Good organizational and time-management capabilities Self-motivated and flexible with a willingness to advance professionally Bilingual candidates preferred (English & French)
COMPENSATION: The base salary range is expected to be between $60,000 - $80,000, with eligibility for a discretionary bonus.
Please Note: All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.
About Guardian Capital Advisors
Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992. We deliver tax-efficient, customized investment solutions through a team of portfolio managers in Vancouver, Calgary and Toronto.
Social Media Legal Information and Disclaimer: Please read Guardian’s full Social Media Legal Disclaimer and Commenting Guidelines (www.guardiancapital.com/social-media). Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Information on Guardian Capital Group Limited’s financial results, shareholder meetings, annual reports and regulatory filings are available at www.guardiancapital.com.
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Business Development Representative, Canadian Retail Asset Management
Top Benefits
About the role
COMPANY STATEMENT: Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and private high and ultra-high-net-worth clients through its subsidiaries. Guardian is headquartered in Canada and operates in Canada, the United Kingdom, the United States and the Caribbean. Guardian is a wholly owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. To learn more about Guardian, visit www.guardiancapital.com.
Our asset management division, Guardian Capital LP, is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds.
JOB STATEMENT: Guardian Capital LP (GCLP) has an immediate need for a Business Development Representative to join our Canadian retail asset management team. As a member of this team, you will contribute to growing our business with new and existing clients and deliver industry leading service. Key facets of this role include supporting our senior sales team members with product and client support, building and executing sales campaigns, coupled with robust follow ups through meetings, phone calls and emails, as well as administrative functions relating to our CRM, webinars and coordination of key business activities.
ESSENTIAL FUNCTIONS Managing day-to-day client relationships, including outbound and inbound calls to clients as well as the collection of client and prospect details for the CRM; Coordinating territory events (conferences, Portfolio Manager luncheons/dinners, webinars, etc.); Working closely with senior sales team members to identify new opportunities, prepare and distribute client requests/materials; Participating in industry events to grow presence in the marketplace; Supporting the execution of a business plan, including development of strategies and campaigns to hit sales quotas; Assisting in the creation of and collaborating on digital campaigns; and Preparing and analyzing reports of key findings and opportunities.
QUALIFICATION Post-secondary degree (preferably with an orientation toward business, finance or communications) A minimum of 3 years of financial industry experience Strong written and verbal communication skills (bilingual candidates an asset) Strong Salesforce (or other CRM) knowledge is an asset Completion, or working towards, the CSC and/or CFA designation is an asset Extremely detail-orientated Good organizational and time-management capabilities Self-motivated and flexible with a willingness to advance professionally Bilingual candidates preferred (English & French)
COMPENSATION: The base salary range is expected to be between $60,000 - $80,000, with eligibility for a discretionary bonus.
Please Note: All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.
About Guardian Capital Advisors
Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992. We deliver tax-efficient, customized investment solutions through a team of portfolio managers in Vancouver, Calgary and Toronto.
Social Media Legal Information and Disclaimer: Please read Guardian’s full Social Media Legal Disclaimer and Commenting Guidelines (www.guardiancapital.com/social-media). Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Information on Guardian Capital Group Limited’s financial results, shareholder meetings, annual reports and regulatory filings are available at www.guardiancapital.com.