Our current job postings

Head of Sales (Capital Markets)

  • Employer: iA Private Wealth Inc.
  • Office: 900-26 Wellington Street East
  • Location: Toronto, Ontario
  • Job category: Capital Market
  • Job ID: JR10011800
  • Job type: Permanent Job Full time
  • Apply before: 2022-02-28

Description

Managing Director, Head of Sales (Capital Markets)

ABOUT US:

iA Wealth Capital Markets Institutional Equities division is focusing on Canadian-listed companies, with a full-service offering including research, sales, trading and investment banking, providing value-added service to both our corporate and institutional clients.

Our mission consists of sourcing potential investments that will generate higher returns for our clients. We remain true to iA Wealth culture, putting clients first and encouraging independent thinking. Our expertise focuses on the analysis of companies with an emphasis on identifying emerging investment trends and the underlying companies that offer sustainable growth, attractive risk-adjusted valuations and which are led by strong, driven management teams.

ABOUT THE ROLE:

We are seeking an exceptionally well-connected sales professional with proven success in implementing investment strategies, building strong relationships with clients and a passionate people leader who empowers her or his team members. In this role, you will have a tremendous opportunity to expand and build your own network of institutional clients in various regions in Canada and the USA.

The Managing Director, Head of Sales, Capital Markets is part of iA Wealth and reports to the Managing Director, Head of Equity. The Head of Sales role is responsible for developing and executing the sales strategy for Capital Markets Group by developing a sales platform supported by an efficient team that creates focus, discipline and standardization across the sale of publicly traded capital markets product solutions across private wealth and institutional distribution channels. The successful candidate will be responsible for increasing internal participation, broadening the client base and establishing a repeatable, scalable process for revenue expansion. As a leader, she or he will be in charge of a team of 3 to 5 people. We are looking for a team player, an outstanding collaborator, a champion of mobilization, a great communicator, a talent developer, a value creator, a passionate growth leader and an inspiring leader. 

   

JOB RESPONSIBILITIES:

  • People leadership:

  • Lead, coach and evaluate a team of up to 5 sales professionals

  • Drive people performance and develop a culture of alignment and success

  • Sales:

  • Implement strategic initiatives to improve operational efficiencies of individual groups within the Capital Markets

  • Partner with financial advisors and institutional investors to ensure all are aware of our capital markets ideas, products, and services.

  • Co-manage existing client coverage while also cultivating a strong pipeline of new business opportunities

  • Promote, present, and deliver salient ideas and opportunities across the capital markets product spectrum, including equities, fixed income, fx, and private placements.  

  • Coordinate regular business development meetings to provide investment updates and market commentary across the distribution chain.

  • Effectively capture activity and metrics across the business, including meeting calendar, event participation and contributions, educational series development etc.

  • Develop and maintain relationships with institutional clients; generate leads and develop an equity sales pipeline

  • Provide best execution for client orders by implementing specific trading strategies and making real-time trading strategy recommendations in regard to the client’s investment objectives

  • Establish point of contacts between groups and individuals to increase account coverage and promote and sell research products and banker deals

  • Products & Partnerships:

  • Develop strong working relationships with Execution desk to be dialed into prevailing market trends and help develop and disseminate meaningful capital markets ideas and initiatives

  • Drive Institutional trading revenue from strategic accounts

  • Ability to prospect for new clients and establish new revenue-generating relationships with portfolio managers

JOB REQUIREMENTS:

  • College degree required; advanced degree (MBA) or professional designations (CFA) preferred

  • Minimum of 15 years of capital markets sales, trading or investment management experience

  • Experience or ability to develop teams, acquire talent, and mentor associates

  • Deep understanding of product structure and fund mechanics

  • Exceptional leadership, team building, communication, and presentation skills

  • US registration - Series 7 (or 37/38) and Series 63 required

  • Completion of CSC, CPH

  • Ability to work in a time sensitive environment and to multitask

  • Ability to work effectively in a team environment with multiple locations

  • Proactive personality with ability to learn quickly

  • Excellent written and verbal communication skills

  • Experience in Canadian small cap securities is advantageous

  • Solid work ethics and high level of motivation


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.