Winter intern supporting inside sales through research, fund comparisons, pricing and performance analysis, competitive intelligence, territory planning, Salesforce activities, and proposal/report development. The role also involves presenting findings to senior management, reviewing processes for improvement, supporting projects and marketing campaigns, and helping advance the wholesale investment sales process. This is a full-time hybrid position in Montreal from January to April 2027.

Drive sales and advisor engagement across an assigned Canadian territory. Responsibilities include developing and executing a territory business plan, generating new business through outbound calls, presenting investment solutions, supporting financial advisors with market and fund updates, and collaborating with wholesalers, product specialists, and leadership. The role requires strong communication, relationship-building, financial services interest, and knowledge of capital markets and investment products.

Provides inbound and outbound phone, email, and fax support to financial advisors, dealers, investors, and financial institutions. Educates clients about investment products and services, resolves inquiries, builds client loyalty, follows up on outstanding requirements, and identifies sales growth and process improvement opportunities. The role operates on rotating shifts in a hybrid office and remote environment.