North America Sales Representative for Financial Products
FPTC Team
Who are we?
If you know someone who runs their own stock portfolio, then there's a good chance that they use our insightful investing analysis to help make their decisions! We have been successfully supporting investment decisions through innovation since 1999. Our award-winning fintech products, trusted by 300 of the world's leading brands and 100 million end users, combine Patented Software, Artificial Intelligence and Human Expertise.
With offices in Paris, London, Hong Kong, Shanghai, Cyprus, Ottawa; Sydney and Bucharest, we are truly a global team with an entrepreneurial startup company culture. Here at Trading Central, you get the opportunity to become familiar with the entire team and to see your projects through from concept to completion. We’re proud to create a friendly, social and intellectually challenging environment focused on building collaborative teams and personal career growth. We build personalized career paths for each employee and give you the tools, education, and opportunities to succeed.
Our work environment is fast paced and team oriented, encouraging creative problem solving, customer focus and a passion to advance your craft. We connect across our global offices every day to deliver on our mission to empower today’s investors with actionable, insightful analytics. This journey is filled with learning opportunities and challenges, which are balanced with an international friendly atmosphere. This position requires someone based in Toronto, Canada.
Who are you?
If you are, pro-active and you have a ‘can do’ attitude/ outstanding problem-solving skills (seeing challenges not problems), thinking outside the box, and you are interested in financial services environment and financial markets you will likely be a good fit in our team.
Main requirements:
- 5 years of experience on Exchange Traded Funds (ETFs) listed and distributed in Canada, with equity brokers, banks and financial advisors. You have an overall understanding of the ETFs industry in the United States. You are familiar with pure indexing business, dedicated to players such as structured products issuers.
A post-secondary education in a relevant field (Business, Financial degree or similar)
Excellent communication and presentation skills, both written & verbal.
You have a quick eye for detail (keen observational skills)
A customer service profile with a strong commitment to providing value-added services to demanding, high profile customers
Passionate about building and maintaining customer relationships with decision makers
Technical understanding and autonomy is a must-have
Business travel is required (monthly throughout Canada, and once to twice a year in the US or Paris, France)
Able to work within the company group’s requirements and regional team
Good time management and excellent organizational and prioritising skills
Fluent in English written and oral. A second language such as French would be an asset
Based in Toronto, Canada. Frequent travels to Montreal (clients) and Ottawa (our Canadian office)
What will we do together?
You will join our Trading Central Financial Products (TCFP) team to manage existing relationship with tier-1 distributors and open new distributors for our ETFs suite. You will lead our outsourced team based in Toronto, and will manage the retail marketing push.
Your main responsibilities will be:
Engaging proactively with our existing clients on a regular basis to improve the relationship, diversify the nature of business streams from existing to include TCFP, and increase our placement capacity (through rebate, free brokerage etc) to develop Assets under Management (AuM).
On-board and support your clients / new clients (distributors, retail flow aggregators, and buy-side entities in general) throughout their client journey.
Leading the outsourced Toronto-based team (3 people), dedicated to Trading Central and focusing on financial advisers: education, training, monitoring, adapting sales+product mix strategy where need be, and reporting. Proactively take action to improve efficiency.
Managing the local retail marketing budget and initiatives, being public conference, advertising campaigns, press, and beyond.
Ensuring the relationship with our Canadian third-party white-label asset manager (based in Toronto) in charge of issuance, listing and liquidity provision of our ETFs suite.
Liaise with Ottawa-based team, in particular sales, research and marketing, and with the TCFP European sales team.
Proposing new strategies, investment themes, or ETFs local features, based on client feedback and your personal experience.
Keeping an eye to the competition: products, pricing, management fee, MER…
Maintaining and updating client records in our CRM systems.
Assisting clients and escalate their queries to the relevant departments.
Reporting and coordinating to and with the Head of Financial Products.
Ready to apply?
We invite you to submit your resume incluiding a cover letter detailing how your skills and experience align with the qualifications and responsibilities listed for this position.
We thank all applicants; however only those selected for an interview will be contacted. Trading Central is committed to creating an inclusive environment where all team members and clients feel like they belong.
Categories of Data Collected and Processed
To achieve these purposes, only personal information strictly necessary for assessing your ability to fill the proposed position or for measuring your professional skills will be requested during the selection phase. For this purpose, we will ask for data related to the diplomas you have obtained, your professional experiences, and your skills and qualifications related to the proposed position. Providing this information is a condition for concluding your employment contract. Failure to provide this data will make it impossible for you to participate in the recruitment process.
If your application is successful and you are selected for an employment contract, we will request additional information and documentation necessary to complete the mandatory formalities. Providing this information is a condition for the conclusion of the employment contract for selected candidates. Additionally, the communication of certain categories of information and documents (e.g., civil status, residence, social security number, residency status, etc.) is a regulatory requirement for selected candidates. Consequently, failure to provide this data will make it impossible to conclude the employment contract.
Duration of Data Retention
The data of selected candidates will be incorporated into their administrative file and retained for the applicable retention period (up to five years after the end of the employment relationship). The data of candidates not selected for the position will be retained in case we wish to offer them future job opportunities, for a period of up to two years from the last contact with the company.
Recipients of the Data Collected
Your file is processed confidentially. Only those responsible for the services interested in your application (recruiters, managers, etc.) have access to the personal data it contains.
In the event of a positive outcome in the recruitment process, to finalize the hiring, the Human Resources department will transmit some of the collected information to organizations informed of your hiring (e.g., unemployment insurance, health insurance, retirement, mutual insurance, depending on your location).
Your Rights and How to Exercise Them
You have the right to access your personal data. You also have the rights to rectify and delete this data, as well as the right to object to its processing.
For any questions regarding the protection of your data or to exercise your rights, you can contact the Data Protection Officer (DPO) TRADING CENTRAL SA at the following email address: privacy@tradingcentral.com
In case of difficulties, you can file a complaint with the National Commission for Informatics and Liberty (CNIL).
