Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

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Join Us

Join Us.

Durham Asset Management Inc. is expanding. We are currently looking for people who have experience in wealth management. Please write to us, including your full name and LinkedIn profile, if available. Thanks.

Dealing Representative*

Looking for a full-time/part-time position

We are currently seeking a Dealing Representative, Sales, and Wholesaler to join our Sales team in the Greater Toronto Area. In this role, the successful candidate is expected to develop and implement a sales strategy to increase DAMI’s market share and develop a territory coverage strategy and communication plan with existing and prospective clients.

  • Actively promote DAMI’s proprietary fund on MFDA and other dealer networks
  • Engage and build relationships with a relevant network of Financial Advisors/Planners.
  • Organizes and arranges regular conference calls, webinars, and presentations in conjunction with portfolio managers to promote DAMI proprietary funds.
  • Collect market intelligence and recommend product strategies
  • Adheres to all compliance, regulatory, and legal guidelines.

 

What your day looks like:

  • Actively promote DAMI’s proprietary fund on MFDA and other dealer networks
  • Engage and build relationships with a relevant network of Financial Advisors/Planners.
  • Organizes and arranges regular conference calls, webinars, and presentations in conjunction with portfolio managers to promote DAMI proprietary funds.
  • Collect market intelligence and recommend product strategies
  • Adheres to all compliance, regulatory, and legal guidelines.

Qualifications:

  • CSC certification or CIM designation
  • Experience in Mutual Fund distribution preferred.
  • Proficient in MS Suite and CRM software
  • Effective social media and presentation skills
  • Strong interpersonal and communication skills
  • Work with minimal supervision, self-starter,

*This position has performance-based compensation.

Portfolio Manager

Looking for a full-time position

As the portfolio manager for separately managed accounts, you will manage accounts for discretionary or non-discretionary clients.

What your day looks like:

  • Regularly communicate with clients to understand their financial goals, risk tolerance, and any changes in their investment objectives.
  • Provide updates on portfolio performance and address client inquiries.
  • Develop and implement investment strategies tailored to each client’s objectives and risk profile.
  • Conduct thorough research on financial markets, economic trends, and individual securities to make informed investment decisions.
  • Optimize trade execution to achieve the best possible outcomes for clients.
  • Continuously monitor the performance of the portfolio against relevant benchmarks and client expectations.
  • Ensure that all investment activities comply with relevant regulatory requirements and industry standards.

Qualifications:

  • Undergraduate in Business or equivalent.
  • CFA or CIM designation
  • 1+ years of experience in the financial services industry and familiarity with products, distribution, and marketing
  • Experience reviewing KYC, investor classification and conducting suitability reviews.
  • Qualification and experience to be registered as an Advising representative. If not currently able, must be committed to taking the required course(s) within a short period.
  • Strong interpersonal and communication skills