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About the Role

Based in Toronto, you will be a key contact for subadvisory clients, providing resources to support the promotion and growth of subadvisory mandates. Your industry knowledge will be crucial for due diligence meetings, and you will act as a liaison for client marketing and sales initiatives. You will also provide market intelligence and insights into the Canadian retail landscape to identify growth opportunities.

Responsibilities

Maintain strong strategic partnerships with client marketing, product, distribution, and investment manager research teams.
Support ongoing marketing and sales initiatives of subadvisory relationships within their distribution channels.
Organize and coordinate MFS resources for client roadshows, events, due diligences, webinars, recommended list opportunities, and strategy updates.
Coordinate internal resources for subadvisory support of investment speaking engagements.
Identify potential MFS retail materials for use with subadvisory relationships.
Answer client requests regarding portfolio information with the internal product team.
Support due diligence, compliance, and manager research requests.
Organize due investment diligence meetings as requested by clients.
Showcase MFS strategies to manager research teams/gatekeepers for subadvisory opportunities.
Promote awareness of MFS, its value proposition, and focus products within client distribution and marketing teams.
Hold meetings with client distribution teams on MFS Value Proposition and Products, as well as thought leadership.
Provide training to distribution staff on 'go to market' product launches, identifying key differentiators and effective strategy positioning.
Provide ongoing market intelligence and infrastructure support to the Canadian platform/professional buyer team.
Collaborate with the MFS Canada Team on an integrated approach to the Retail market.
Stay abreast of industry trends by reviewing industry publications and examining IIROC trends.
Provide analytics on OKRs, activities, and initiatives to the leadership team.
Update CRM database with activities and meeting notes.
Assume additional product and marketing initiatives, including working on subadvisory product development opportunities.
Showcase/present MFS thought leadership and practice management to clients and their intermediaries.
Assist clients with gatekeeper initiatives such as recommended list opportunities.

Requirements

Bachelor's degree.
CIM or CFA preferred.
Minimum 8 years’ investment-related or financial experience in retail market/wealth management preferred.
At least 3 years’ experience in a direct client-oriented capacity.
Knowledge of domestic and foreign financial markets and products required.
Excellent written and verbal communication skills.
Excellent presentation skills.
Ability to set priorities and meet deadlines.
Ability to operate autonomously.
Enjoy working in a collaborative team environment.
Ability to be registered with Securities Commissions as ‘Associate Advising Representative' or 'Advising Representative.'
Very strong interpersonal skills.
Passion for developing client relationships.
Travel required.
Ability to speak in French preferred.

Skills

Investment governance
Due diligence
Marketing initiatives
Sales initiatives
Market intelligence
Canadian retail landscape
Product vehicle trends
Growth opportunity identification
Strategic partnerships
Distribution channels
Client roadshows
Client events
Client due diligences
Client webinars
Recommended list opportunities
Strategy updates
Investment speaking engagements
Strategy updates
Macro updates
Retail materials
Portfolio information
Compliance requests
Manager research requests
MFS value proposition
Focus products
Thought leadership
Practice management
Gatekeeper initiatives
CRM database management
Subadvisory product development
Market case analysis
Feasibility analysis
Go-to-market strategy
Financial markets knowledge
Financial products knowledge
Written communication
Verbal communication
Presentation skills
Interpersonal skills
Client relationship development

Location

Toronto

Work Type

Hybrid
Remote
Onsite

Experience Level

Minimum 8 years’ investment-related or financial experience in retail market/wealth management
At least 3 years’ experience in a direct client-oriented capacity

Education Level

Bachelor's degree
CIM preferred
CFA preferred

About the Company

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.
MFS Investment Management Canada is committed to an inclusive and equitable workplace.
We value the diversity of people, culture and ideas.
MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated.
We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives.
We are dedicated to providing accommodations for applicants with disabilities during the recruitment process.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

Equal Opportunity

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.
If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS Investment Management Canada is committed to an inclusive and equitable workplace.
We value the diversity of people, culture and ideas.
MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated.
We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives.
We are dedicated to providing accommodations for applicants with disabilities during the recruitment process.
If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process.
We thank all applicants for their interest, however, only candidates selected for interviews will be contacted.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws.
Employees and applicants of MFS will not be subject to harassment on the basis of their status.
Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.
Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.