Senior Wholesaler, Advisor Solutions Consultant

Toronto, ON, Canada

Job Description


About Cidel Group
Cidel ( ) is a Canadian based, global private bank and asset manager that designs and implements customized financial solutions to help clients build, preserve and transfer wealth.
With a strategic network of operations in Canada and internationally, Cidel\xe2\x80\x99s broad range of investment and structuring capabilities provide institutional and private clients with solutions that are both global and innovative. Cidel is recognized as a dedicated, high caliber manager and advisor, with exceptional longstanding relationships.

Cidel Asset Management Inc, the firm\xe2\x80\x99s asset management unit, has delivered investment expertise, unparalleled service, and strong performance to institutional investors for over 50 years. Cidel\xe2\x80\x99s open architecture platform allows for complete access to a broad range of world-class investment solutions.

About You
Cidel are looking to hire an experienced professional to join their team, driving the continued growth of the firm\xe2\x80\x99s asset management business across Canadian IIROC Advisor channels. This role would be located downtown Toronto. Cidel\xe2\x80\x99s business has been rapidly growing, offering institutional private wealth and investment advisor clients access to global leading investment solutions across actively managed equities and fixed income, alternatives, and multi-asset solutions.

The Senior Wholesaler, Advisor Solutions Consultant role will be responsible for developing Cidel\xe2\x80\x99s Advisor Solutions business and establishing and growing targeted IIROC relationships across the country. The role will leverage their deep advisor contact network and relationships to discover suitable investment opportunities, build meaningful connections from advisors and independent wealth platforms across Canada.

This position offers the opportunity to join an employee owned, entrepreneurial, and leading asset management firm.
In order to be considered for this role, you will possess the following:

  • Experience in an advisor facing role
  • 10+ years of experience with knowledge of investment management & financial markets
  • Established relationships within the industry
  • Excellent verbal and written communication skills with experience dealing with a wide variety of individuals at various levels within and outside of an organization.
  • Proactive self-starter, be highly motivated and organized
  • Adaptable team player, demonstrates a commitment to shared success and ability to work effectively in a team or independently
  • University degree and CSC ideal
  • Bilingualism (English/French) is an asset as is the ability to travel
This is an exciting time to transition to a global private bank and asset manager, a fast-growing entrepreneurial firm. Please apply to be considered for this opportunity.

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Job Detail

  • Job Id
    JD2136300
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, Canada
  • Education
    Not mentioned