About Staffinity We are Canada’s trusted bilingual recruiting, short and long-term staffing service provider. Our primary goal has been matching sought-after employers with talented candidates. We are your source to get you in front of desirable employers who are now hiring in your area. Staffinity is an equal opportunity employer. Please visit us at https://staffinity.ca to get more information!
Why Work With Us?
- Competitive Compensation: Base salary of $50,000–$55,000 with an On-Target Earnings (OTE) of $100,000 in your first year.
- Work-Life Balance: Flexible 40-hour work week, including vacation time and paid leaves.
- Benefits & Perks: Comprehensive benefits package (dental, vision, extended health), tuition reimbursement, and a dedicated marketing budget to entertain prospects.
- Flexibility: Dynamic structure featuring 70% in-office and 30% field work.
- Culture: A professional, well-backed environment that allows you to offer both exclusive, internally built products and premier global funds.
Staffinity is currently seeking a Bilingual Investment Relationship Manager. This is a permanent position based in the Greater Toronto Area. The successful candidate will be a smart, outgoing, and proactive professional responsible for building a network of high-net-worth clients (primarily in the 30–50 demographic) and providing exclusive access to income-generating alternative investment opportunities. Because there is no cold-calling and no provided lead list, this role is a perfect fit for a natural networker who excels at entertaining prospects, hosting events, and building deep, consultative relationships.
Note on Schedule: This role operates on a flexible 40-hour work week (generally Monday to Friday, 9:00 AM to 5:00 PM). Because you are catering to a high-net-worth demographic, some evening and weekend availability is required to meet with clients when they are available. A personal vehicle is required for field meetings and networking.
Responsibilities:
- Territory & Network Growth: Build and expand a robust pipeline of high-net-worth clients through conferences, industry events, and leveraging a provided marketing budget for prospect entertainment.
- Consultative Presentations: Invite prospects to the office and lead engaging presentations, successfully translating complex alternative investment structures into clear, "plain language" insights for laypeople.
- Relationship Management: Cultivate long-term partnerships through consistent, high-touch communication, guiding clients through every stage of the investment journey from initial discovery to proactive, long-term support.
- Tailored Solutions: Assess client risk tolerance, liquidity needs, and suitability to create portfolios utilizing both proprietary income-generating products and globally recognized funds.
- Onboarding & Compliance: Direct the end-to-end onboarding process, ensuring thorough KYC collection and strict adherence to Canadian securities regulations.
- Pipeline Management: Maintain meticulous activity logs and detailed client notes within CRM systems to ensure rigorous follow-up and documentation accuracy.
Qualifications:
- Experience: 2–3 years of sales experience dealing with financial products. Alternatively, candidates with a strong general sales background who currently have their IFIC certification underway will be strongly considered.
- Bilingualism: Fluency in English and either Cantonese or Mandarin is mandatory (Cantonese is strongly preferred).
- Industry Knowledge: A solid understanding of income-generating investment products and alternative asset classes.
- Communication: Exceptionally smart and outgoing demeanor, highly confident in conducting high-stakes 1:1 meetings and formal group presentations.
- Mobility: Must own a reliable personal vehicle for the field-based portion of the role (30%).
- Professional Credentials: Active progress toward or completion of industry-recognized designations (such as IFIC, EMP, CIM, CFA, CFP, or CSC) is a significant asset.
Job Types: Full-time, Permanent
Pay: $50,000.00-$55,000.00 per year
Benefits:
- Company events
- Dental care
- Extended health care
- Life insurance
- Paid time off
Experience:
- Financial products sales: 3 years (required)
- Income generating investment product: 3 years (required)
Language:
- Chinese (required)
- Cantonese (preferred)
- Mandarin (preferred)
Licence/Certification:
Work Location: In person
