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Invico Capital Corporation logo

Business Development Associate

Calgary, AB
$58,486 - $78,154/year
Mid Level
full_time

Top Benefits

Generous time off, including flex days and personal hours
Extended health program supporting physical and mental health, including medical and dental coverage
Health/wellness spending account

About the role

Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements. Founded in 2005 and based in Calgary, AB, the firm has over $3.9 billion in private capital under management.

Invico is seeking a self-starting sales professional to join our team as Business Development Associate based in Calgary, AB. This in-office position is an integral part of the sales team and will look to establish new relationships and build upon established networks with financial advisors within the respective distribution channels. The successful candidate will have an established track record in financial sales, be technically proficient, and flexible with taking on, learning, and adjusting to all new tasks assigned by the Leadership Team.

Responsibilities

· Develop & uncover new business opportunities via proactive sales calls with new investment advisors and manage existing relationships to continue to drive sales growth.

· Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles

· Communication with investors and advisors regarding purchases, statements, tax reporting, redemptions and other queries

· Responsible for quarterly fund reporting and ongoing investor relations

· Manage your time amongst multiple sales teams to provide continuing sales and marketing efforts for the Invico Diversified Income Fund and other approved investment solutions under Invico by establishing trusted relationships with advisors from various distribution channels.

· Assist in the development and maintenance of all marketing materials and collateral.

· Assist in the compilation of due diligence packages as required.

· Advocate a culture of firm compliance and adherence to Invico’s policies and procedures

· Ensure sales CRM is up to date with accurate data input and all activities completed by the Employee.

· Any other duties as requested by and Leadership Team.

Required education and experience

· Bachelor’s degree or relevant diploma is required.

· Bilingual (French) is an asset.

· 3+ years of related work experience in the finance industry.

· Financial services industry program courses considered a great asset (CSC, IFIC, CFA, CAIA, CFP, CIM, etc.)

· Ability to handle multiple projects simultaneously, meet deadlines and have excellent organizational skills.

· Strong verbal and written communication skills.

· Strong analytical skills.

· Strong organizational skills

· Excellent interpersonal, judgment & decision-making skills

· Intermediate knowledge in Excel and MS Word.

· Self-motivated and ability to be a great team player

· Ability to create and maintain client relationships.

· Ability to work in a fast-paced competitive environment, effectively manage time, and excel in a team setting.

About the Team

The Invico sales team is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our visionary approach to investing.

If you are an energetic self-starter with an entrepreneurial mind and are passionate about markets and excited to make an impact on Invico’s overall customer satisfaction while you grow with a dynamic organization, this role would be ideal for you.

Additional Information:

· Good credit and clean police check is required

· This is an office position. Remote work is not available.

· Invico will not cover moving expenses should the successful candidate live outside the Calgary Metropolitan region

· Only successful candidates will be contacted for an interview

What We Offer

Since Invico’s founding days, we’ve had a unique edginess to our presence within the industry. That uniqueness extends into challenging the norms of the finance sector. We promote from within and cast a wide net to attract and retain top talent. At Invico, we support and celebrate diversity, providing a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, gender, age, or family situation. We also work to develop and grow the communities around us, as giving back is deeply rooted in our core values. It is important to us that our employees feel supported, which is why we are pleased to offer:

· Generous time off, including flex days and personal hours to take care of and enjoy life.

· An extended health program supporting the physical and mental health of you and those closest to you, including medical and dental coverage, a health/wellness spending account, and employee assistance program.

· Exposure to rewarding career advancement opportunities via a tuition and professional development reimbursement plan.

· An opportunity to give back to the causes and charities most important to you by way of an annual employee charitable donation program and employer charitable matching program.

· A chance to collaborate with world-class team members, many of whom are award-winning leads in their field, and an opportunity to leave your mark on one of Canada’s leading investment fund management firms.

Job Type: Full-time

Pay: $58,486.29-$78,154.85 per year

Additional pay:

  • Bonus pay
  • Commission pay

Benefits:

  • Company events
  • Dental care
  • Employee assistance program
  • Employee stock purchase plan
  • Extended health care
  • Paid time off
  • Tuition reimbursement
  • Wellness program

Schedule:

  • Monday to Friday

Application question(s):

  • Do you currently live in Calgary or the surrounding area, and understand there is no remote work available, so travel to downtown Calgary daily will be required?

Education:

  • Bachelor's Degree (required)

Experience:

  • Financial services: 3 years (required)

Work Location: In person

About Invico Capital Corporation

Investment Management
11-50

Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investing and financing solutions in Canada and the U.S. The firm offers a range of private debt, syndicated credit, and energy financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements.