Associate Director, Inside Sales

About Pier 4

Key Responsibilities

• Support two Vice Presidents of Sales and their territories in achieving growth objectives.
• Conduct cold calling, lead generation, appointment setting, outbound prospecting, and sales follow-up.
• Follow up with Financial Advisors after meetings and assist with progressing sales opportunities.
• Maintain Advisor records and activity tracking in the CRM platform.
• Manage trade-documentation inquiries and coordinate with internal operations teams.
• Support marketing initiatives and campaigns promoting Pier 4 investment offerings.
• Collaborate with Sales Vice Presidents on strategic sales plans and follow up after roadshows, conferences, and events.
• Build Advisor relationships through phone and digital outreach; share market, product, fund-performance, and investment-trend insights.
• Monitor investment products, competitor offerings, industry developments, and market trends.
• Travel periodically across Canada for business development and relationship management.

Skills and Experience

• Fluent written and verbal English and French.
• Degree, diploma, certificate, or equivalent in Business, Finance, Sales, Marketing, or a related field.
• At least five years of financial-services experience in sales, business development, or advisor support.
• Experience working with Financial Advisors, investment products, or wealth-management-related services.
• Demonstrated sales growth, business-development, and relationship-management experience.
• Experience using CRM systems for client management, reporting, and activity tracking.
• Strong communication, organization, collaboration, prioritization, and relationship-building skills.
• Knowledge of financial services and investments, including real estate and alternative investments.
• Able and willing to travel periodically across Canada.

Work Arrangement

• Fully on-site, five days per week, at 70 York Street in Toronto.

Compensation and Benefits

• Competitive salary range of $70,000–$120,000; the posting does not specify a pay period.
• Benefits program, regular four-day long weekends on statutory holidays, on-site gym, and sit-stand desks.