Job Title: Associate, Sales
Company: Lysander Funds Ltd.

Lysander Funds is a boutique retail investment management firm founded in 2009 and has over $7 billion in assets under management.

We are seeking a talented and engaging sales professional for the position of Associate, Sales to support the continued growth of Lysander Funds. The position will be based in Vancouver and cover the BC market.

The position reports to the Vice President, National Sales.

 

Responsibilities Include:

  • Sales Support – Supporting external Vice President, Sales, by booking meetings, planning sales and servicing coverage, developing presentations and marketing kits.
  • Conducting outbound sales calls to prospects and existing investment advisors.
  • Assisting in meeting follow up for the Vice President.
  • Assisting with territory campaigns through pro-active contact and relationship building with investment advisors.
  • Contributing to the company’s marketing efforts through their knowledge of Lysander Funds Limited’s products, services, and the investment industry.
  • Client Servicing.
  • Administration support, including updating the CRM system, maintaining client and cashflow reports, updating marketing documentation, working with Operations and Compliance.

 

Ideal candidates will have:

  • Completed or working towards Canadian Securities Course (CSC).
  • IFIC, CIM, FMA, CFA or MBA would be an asset.
  • Previous client service or financial industry experience preferred.
  • Excellent verbal and written communication.
  • Experience conducting outbound sales calls.
  • Comfort with MS office suite and ability to learn new systems.
  • Proven ability to work independently, as well as part of a larger team.

Lysander Funds is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, national origin, religion, gender, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

If you are interested in applying for this position, please submit your resume and cover letter by e-mail only to manager@lysanderfunds.com

No phone calls please.  We thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

Deadline for applications: June 30th, 2021