PU
VP, Sales - Montreal (Bilingual)
full-time•Montreal•CA$120k - CA$150k
About this role
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is Purpose Investments?
Purpose Investments is an innovation- driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.
Vacancy Status: This is for a current opening.
Compensation: $120,000 - $150,000
Who you are:
We are looking for an experienced and motivated Wholesaler (Bilingual in English & French) to play an integral role within the Purpose sales team. If you are looking to join an entrepreneurial, motivated, and innovative team, we would love to hear from you!
As a Wholesaler covering Quebec and New Brunswick, you will provide outstanding support to existing relationships with Investment Advisors as well as identify and pursue new opportunities within your territory. You will be responsible for working with Advisors to help manage their business, building brand awareness in the market, representing Purpose Investments at client events, and developing the overall sales strategy.
This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.
What you will do:
• Expand and support existing relationships with Investment Advisors as well as identify and pursue new relationships and opportunities within the territory.
• Work with Financial Advisors to provide key support in helping them build and manage their business.
• Develop territory through face-to-face, phone and electronic contact.
• Build awareness of the brand and products through consistent contact and the implementation of a sales strategy.
• Take initiative in developing and/or participating in sales strategy development, building campaigns and other projects/duties as required.
• Develop and share ongoing best practices, sales and business development ideas and strategies with peers and their advisor relationships.
• Represent Purpose at client events, give presentations at industry events and support clients at investor seminars.
What you will bring:
• Bilingual in English & French is a must.
• Minimum of 5 years of experience in the investment industry/financial services.
• Post-secondary education or equivalent experience.
• Obtaining or attaining industry-specific designations such as CFA, CFP, CIM, CLU or similar designations.
• Experience specifically with Mutual Funds and ETF products.
• Working knowledge of investment products, tools, and sales concepts.
• Must be keen on being aware of in-depth market trends.
• Strong interpersonal and communication skills
• Ability to network and build solid relationships with clients.
• Demonstrated ability to work within a fast-paced and dynamic environment.
• Ability to travel throughout an assigned region using your own means of transportation.
Additional Information
Why should you join us?
• We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
Purpose Investments is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at [email protected]. We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.
We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.
What you'll do
- The role involves expanding and supporting relationships with Investment Advisors and identifying new opportunities within the territory. Additionally, the position requires developing sales strategies and representing Purpose Investments at client events.
About Purpose Unlimited
Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors. We manage over $20B in assets through some of the highest-quality investment funds in Canada. We have built a modern discipline of investment management, rooted in our history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by our commitment to managing risk every step of the way. We know that we have to be at the forefront of innovation, driving change to make investing smarter, safer, fairer and more open. We do everything with one person in mind – you, the investor. We fundamentally believe that achieving goals is about more than just beating a benchmark; it’s about building a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns.
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Always read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
Certain statements presented are prepared as a general source of information and are not intended to provide any specific individual advice to purchase funds. The opinions and any forward-looking statements, are solely those of Purpose at the date of posting, are subject to change without notice and are not guarantees of future performance or events and involve risks and uncertainties.
Important disclosures: https://www.purposeinvest.com/legal
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Frequently Asked Questions
What does Purpose Unlimited pay for a VP, Sales - Montreal (Bilingual)?
Purpose Unlimited offers a competitive compensation package for the VP, Sales - Montreal (Bilingual) role. The salary range is CAD 120k - 150k per year. Apply through Clera to learn more about the full compensation details.
What does a VP, Sales - Montreal (Bilingual) do at Purpose Unlimited?
As a VP, Sales - Montreal (Bilingual) at Purpose Unlimited, you will: the role involves expanding and supporting relationships with Investment Advisors and identifying new opportunities within the territory. Additionally, the position requires developing sales strategies and representing Purpose Investments at client events..
Is the VP, Sales - Montreal (Bilingual) position at Purpose Unlimited remote?
The VP, Sales - Montreal (Bilingual) position at Purpose Unlimited is based in Montreal, Canada. Contact the company through Clera for specific work arrangement details.
How do I apply for the VP, Sales - Montreal (Bilingual) position at Purpose Unlimited?
You can apply for the VP, Sales - Montreal (Bilingual) position at Purpose Unlimiteddirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.