Careers

Please see the list of current opportunities below at NCM Investments. Submit your resume and cover letter to info@ncminvestments.com

Inside Sales Associate

POSITION SUMMARY

Based in NCM’s Toronto office, the Inside Sales Associate will manage advisor relationships working alongside regional sales team members.

The mandate will be to expand sales growth and service the retail Investment Advisor (IIROC and MFDA) channel for NCM’s complete retail product lineup including mutual funds, alternative investment funds, and other structured products. As part of your duties, you will be assigned the following responsibilities:

  • Book and coordinate sales meetings & presentations with Regional Sales and Advisors promoting NCM investment products;
  • Increase market share and retain assets within your defined territory;
  • Maintain a high level of sales activity in the territory to ensure that NCM investment products remain top of mind for Advisors;
  • Develop a strategy to achieve weekly sales activities objectives;
  • Forge strong partnerships with Advisors;
  • Record daily activities using Salesforce (CRM);
  • Develop effective and professional working relationships with NCM investment management team, outside sales team and other NCM partners;
  • Develop and share ongoing best practices, sales, marketing, and business development ideas and strategies with the NCM sales team, and provide sales strategies, concepts, marketing ideas and support.

ABOUT NCM INVESTMENTS

For over 20 years, NCM has been one of Canada’s leaders in actively managed investment products. With a family of actively managed funds, NCM has earned multiple awards recognizing its investment success. NCM is an independent Canadian investment firm with offices in Calgary and Toronto, distributing retail mutual funds and related products and services to Canadian investors, through a third party distribution channel.

EDUCATION/ACCREDITATION

  • University degree in Finance or equivalent, Completion of the Canadian Securities Course CIM and CFA designations are considered an asset.
  • Minimum of 3 years inside wholesaling experience in the retail financial services industry, including previous sales experience with mutual funds, alternative funds, and structured products
  • A minimum of 5 years of experience in the Investment industry, preferably in sales
  • Business planning skills
  • Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results
  • Excellent verbal and written communication and presentation skills
  • Self-motivated with strong self-management ability
  • Capable of applying information about the economy, competitor products and services, and other financial information to influence sales
  • Strong influencing and negotiation skills
  • Self-starter and organized

Thank you for your consideration.

NCM is an equal opportunity employer. Qualified candidates will be contacted.

Vice President, Regional Sales (GTA)

Job Description

Based in the Greater Toronto Area (GTA). The mandate will be to expand sales growth and service the retail Investment Advisor (IIROC & MFDA) channel for NCM’s complete retail product lineup including mutual funds, and alternative funds.

KEY RESPONSIBILITIES:
As part of your duties, you will be assigned the following responsibilities:

  • Increase market share and retain assets within your territory
  • Conduct sales meetings and presentations with Advisors promoting NCM investment products
  • Maintain a high level of sales activity in the territory to ensure that NCM investment products remain top of mind for Advisors
  • Develop a strategy to achieve weekly sales activities objectives
  • Forge strong partnerships with Advisors
  • Record daily activities using Salesforce (CRM)
  • Develop effective and professional working relationships with NCM investment management team, inside sales team and other NCM partners
  • Develop and share ongoing best practices, sales, marketing, and business development ideas and strategies with the NCM sales team, and provide sales strategies, concepts, marketing ideas and support

ABOUT NCM INVESTMENTS
For over 20 years, NCM has provided Canadians with an independent choice for their investments. That choice is actively managed funds using a highly disciplined approach to investing. NCM Investments is an innovative fund company with different solutions for each Canadian’s unique wealth strategies.

EDUCATION/ACCREDITATION

University degree in Finance or equivalent industry education (CFP or CIM designation is a great asset)
MBA or CFA or CIM charter holder is a great asset

EXPERIENCE AND SPECIFIC SKILLS

  • Minimum of 5 years wholesaling experience in the retail financial services industry, including previous sales experience of mutual funds, alternative funds, and structured products
  • A minimum of 10 years of experience in the Investment industry, preferably in sales
  • Business planning skills
  • Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results
  • Excellent verbal, written communication and presentation skills
  • Self-motivated with strong self-management ability
  • Capable of applying information about the economy, competitor products, and services and other financial information to influence sales
  • Strong influencing and negotiation skills
  • Self-starter and organized
  • Available to travel and flexible for unusual work schedules

Thank you for your consideration.

We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age, and gender.

Qualified candidates will be contacted.

No unsolicited agency referrals, please.

Please submit your resume and cover letter to info@ncminvestments.com