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 80 people by seeking out and hiring the most qualified, talented, and experienced people.
We are seeking a Business Development Manager in Vancouver or Toronto to support and partner with an assigned District Vice President (External Wholesaler). The successful candidate will work on a hybrid work schedule out of our Vancouver or Toronto office. This is an excellent opportunity for someone driven to produce results both individually and as part of a team. With our track record of performance and regional growth, success in this role could open opportunities for career advancement within our firm.
Responsibilities will include:
- Collaborating with and providing ongoing support to the District Vice President to execute an annual territory business plan focused on the development and strengthening of long‐term relationships with investment advisors within a defined territory.
- Working with the District Vice President to increase sales and market share of Pender’s funds through engagement with prospects and existing supporters.
- Conducting proactive outreach through sales calls, emails, and booking meetings with investment advisors and positioning Pender’s funds using a consultative sales approach to identify and advance sales opportunities.
- Updating and logging daily activities and maintaining accurate records within Salesforce.com on a timely basis.
- Maintaining a comprehensive understanding of Pender’s funds and industry trends in the market, and related considerations for advisors and their investors.
- Occasionally joining the District Vice President to represent Pender at branch visits, client seminars, branch presentations, road shows and conferences.
Skills and qualifications:
- Undergraduate degree in business, finance, or related field.
- 1+ years of previous experience in the financial services, investment or related industry.
- Thorough knowledge of the securities industry and particularly of stock and bond markets and how they relate to mutual funds.
- Ability to initiate and maintain client relationships. Superior customer service skills.
- Strong communication skills, both written and verbal.
- Excellent interpersonal, judgment and decision-making skills.
- Self-motivated; ability to be a great team player.
- Strong organizational and problem-solving skills.
- Keen attention to detail.
Additional strengths you may bring to the role:
- Completion of the Canadian Securities Course or willingness to complete within one year.
- Woking towards or completion of other industry certifications is considered an asset (i.e. IFIC, CFA, CFP, CIM, etc).
- Excellent proficiency with Microsoft Office particularly Word, Excel, Outlook, PowerPoint and SharePoint.
- Knowledge of Salesforce.com a strong asset.
What’s in it for you?
- Great compensation (competitive base and commission) and benefits package.
- Ongoing training to develop market and product knowledge and sales skills.
- Opportunities for ongoing professional development and career advancement.
- You can work from the office or a combination of home and office, collaborating with a talented and growing team.
We are sharing that compensation for this role will include an estimated salary between $60,000 - $68,000 per year, along with a commission and bonus package. 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.
