Overview

Elevate your sales career with Equiton as a Senior Relationship Manager in Burlington, ON. Focus on developing investor business and delivering exceptional client service. In this in-office position, you will report to the VP, Capital Markets, and be responsible for building recent direct investor relationships.

Responsibilities

• Develop a book of clients with company support
• Identify current business opportunities through outreach
• Maintain robust relationships to ensure client retention
• Conduct market research to tailor financial solutions
• Prepare and deliver compelling sales presentations

Qualifications

• 5+ years of sales experience with individual investors
• Robust networking and client service skills
• Completion of Canadian Securities Course or IFSE Exempt Market Proficiency
• Post-secondary degree in Finance or Business
• Entrepreneurial spirit a...