Regional Sales Manager

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 90 people by seeking out and hiring the most qualified, talented and experienced people.

We are seeking a Regional Sales Manager based in Ottawa, who will work with our Retail Sales team to grow our business in this expanded territory. Over the past ten years, Pender has been active in the Ottawa Region building relationships with investment advisors primarily in the IROC channel. Currently, this region is covered remotely from Toronto, and we are seeking a Regional Sales Manager that will support existing clients and future growth by generating sales and developing new business. Coverage will also include the surrounding areas of Cornwall, Kingston and Bellville. This role will require effective territory management and planning to achieve sales, product diversity and budget targets. The successful candidate will have a passion for the financial services industry and desire to align with a high performing brand.

Responsibilities include:

• Expand and maintain high quality business relationships with Investment Advisors by ensuring on-going product and sales support to existing clients. 

• Identify and pursue new relationships and opportunities with prospective clients within the territory to drive sales. 

• Arranges one-on-one, group and/or branch meetings with financial advisors to promote new and existing company products. 

• Service and educate advisors through presentations, branch meetings and road shows.  Assist advisors with business building strategies. 

• Consistently achieve or exceed activity targets and sales goals. 

• Maintain detailed notes within CRM of meetings, conversations, and all types of interactions with clients and prospects. 

• Works extensively and within a team environment to meet and/or exceed company sales objectives. 
• Contribute to the overall PenderFund team by participating in initiatives, developing and sharing information on best practices and sales strategies.
  

Skills and Qualifications:

• Minimum 2+ years experience in a sales role in the asset management/investment industry. 

• University degree preferred or equivalent work experience. 

• Completion of or working towards an advanced certification preferred, CFA, MBA, CFP or CIM. 

• Strong interest and knowledge in capital markets, particularly of the stock and bond markets and how they relate to mutual funds and alternative investment products. 

• Ability to keep up to date on past, current and future trends in the financial services industry. 

• A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated and energetic.  

• Strong interpersonal and communication skills – both verbal & written. 

• Individual contributor who excels in a team environment. 

• Proactive, self-starter with the ability to use their initiative in maximizing sales. 

• Proficient with Salesforce and Microsoft Office particularly Excel, Outlook, Word, PowerPoint and SharePoint. 

• Ability to travel extensively. 

• French is an asset. 

What’s in it for you?

• Great compensation (competitive base plus commission and bonus) & benefits package which includes an employee RRSP matching program. 

• Ongoing training to develop market and product knowledge and sales skills. 

• Opportunities for ongoing professional development and career advancement. 

We are sharing that the estimated salary range for this position is $75,000 - $90,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package. 

Our commitment to equity, diversity and inclusion:  

Pender is committed to creating and maintaining a workplace that recognizes and values differences.  It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.