Careers at Bridgehouse

Associate Regional Director/Hybrid Wholesaler

We are looking for an energetic, proactive results focused individual with a belief in a deep value and active management approach to investing to join our team.  In this role you will provide quality service and focused sales coverage for current financial advisor clients and will grow business with potential financial advisor clients in a designated regional territory. The Hybrid Wholesaler performs both internal and external sales functions.

Main Responsibilities

  • Raising and maintaining assets through both IIROC and MFDA distribution channels in assigned territory, including development of mutual fund and SMA business.
  • Work closely with the VP Sales to develop and implement a regional business plan.
  • Conduct face-to-face meetings, online meetings and make outbound sales calls via telephone to current and prospective financial advisors to:
    • uncover opportunities for our products and services within the financial advisor community
    • develop and maintain ongoing relationships with financial advisors
    • service clients
    • book client meetings and seminars
  • Conduct individual and group presentations and conference calls, for advisors and prospective clients, including representing the firm at national and regional conferences.
  • Attend and participate in regional sales meetings.
  • Effectively manage territory activities to maximize time and resources.
  • Maintain all business-related activities in the firm’s CRM system.
  • Share ideas and initiatives with the sales team on topics that enhance the firm’s presence in the marketplace, allows the company to work more efficiently and effectively, and expands team knowledge.
  • Work closely with colleagues by contributing ideas and providing feedback on marketing initiatives and corporate sales communications.

Qualifications

  • Self-starter with strong desire to succeed and achieve goals
  • Relationship building skills
  • Strong communication skills (verbal/written)
  • Ability to work effectively within a close team environment
  • Ability to learn and demonstrate industry and product knowledge and present investment solutions
  • Excellent organization and time management skills
  • Strong attention to detail
  • Post-secondary University Degree or College Diploma
  • 3 – 5 years of financial services experience, minimum of 1 year inside sales experience
  • Experience in conducting online meetings is an asset
  • CSI – Canadian Securities Course
  • Completion of CIM, CFA, CFP, MBA are assets

Inside Sales Associate

We are looking for an energetic, proactive results focused individual with a belief in a deep value and active management approach to investing to join our team. In this role you will work closely with members of the Regional Sales team to prospect and enhance sales within the broker-dealer community while building on existing and creating new business relationships.     

Responsibilities

  • Prospect and profile new advisor’s business in your territory over the telephone through contacts and regular follow up.
  • Uncover opportunities and provide solutions to financial advisors based on their needs.
  • Proactively cultivate sales and maintain relationships within the broker-dealer community.
  • Execute on territory management best practices to maximize RD and RA activity levels which includes maintain Regional Directors’ calendar, assisting in booking of his/her meetings and maintenance and data integrity of our CRM system.
  • Effectively and confidently, communicate the product’s investment philosophy, rationale, products and services, including mutual funds and SMA/UMA mandates.
  • Maintain ongoing knowledge of marketing materials associated with our products and timely and relevant information impacting clients, advisors and the investment industry.
  • Work closely with the VP Sales Effectiveness and Support to develop and execute on departmental and/or firm-wide initiatives or projects in a professional manner and on a timely basis.

Qualifications

  • Self-starter with strong desire to succeed and achieve goals
  • Service existing clients by responding to requests and proactively providing appropriate product insights
  • Relationship building skills
  • Strong communication skills (verbal/written)
  • Ability to work effectively within a close team environment
  • Ability to learn and demonstrate industry and product knowledge and present investment solutions
  • Excellent organization and time management skills 
  • Strong attention to detail
  • Post-secondary University Degree or College Diploma
  • Three-5 years of financial services experience, minimum of 1 year inside sales experience
  • Experience in conducting online meetings is an asset
  • CSI – Canadian Securities Course
  • Completion of CIM, CFA, CFP, MBA are assets

Our Commitment

Bridgehouse Asset Managers (Bridgehouse) considers all job applicants on the basis of merit, qualifications, and competence without regard to any qualified individual’s sex, race, colour, religion, national origin, ancestry, citizenship, pregnancy, age, marital status, medical condition, physical disability, mental disability, or sexual orientation.

We value our employees and invest significantly in our business and our people. We seek to attract individuals who are fresh thinkers and who wish to contribute in a collaborative, energized environment. The positions at Bridgehouse offer individuals the opportunity to be part of a winning organization and work in an atmosphere of accomplishment and enjoyment.

Bridgehouse Asset Managers welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require accommodation, please e-mail aileen.gray@bridgehousecanada.com.

To Apply

We appreciate all interest in Bridgehouse as a prospective employer and resumes not selected are retained for future consideration for one year.

All positions require relevant investment industry experience, and excellent communication and organizational skills.

Please send a cover letter indicating position of interest and resume to:

Human Resources Department
Bridgehouse Asset Managers
33 Yonge Street, Suite 300
Toronto, ON M5E 1G4
Fax: 416.306.5750 or 888.861.9991
Email: aileen.gray@bridgehousecanada.com

We, us, our, Bridgehouse, Bridgehouse Asset Managers, Brandes mean Brandes Investment Partners & Co.