Job Description
We’re looking for a dedicated and experienced Investment Relationship Manager. Are you looking to help shape the future of private lending in Canada?
Are you someone who is dynamic has a passion finance and sales and a knack for building relationships? Do you thrive in a fast-paced, dynamic team environment? CMI Financial Group (CMI) is looking for an Investment Relationship Manager to join our growing team.
About CMI
CMI Financial Group (CMI) is an award-winning leader in the Canadian non-bank financial services market. Our four interrelated companies work collectively to originate, underwrite, fund and service private mortgages end-to-end for mortgage brokers and investors. CMI is one of Canada’s fastest-growing companies and a leader in private mortgage lending and investment solutions with more than $2 billion in lifetime fundings. Our mission is to revolutionize the private market by delivering innovative products and exceptional service. Our workplace culture thrives on the values of inclusivity, innovation and collaboration.
Opportunity Summary
Reporting into the VP, Investment Sales, the Investment Relationship Manager will be primarily responsible for building and maintaining relationships with potential investors, assist Investment Managers with their existing and potential clients.
Responsibilities
· Build investor confidence in the company’s vision and ability to deliver investor value;
· Qualify leads, work to build relationship with new leads
· Attend industry events and host information sessions on CMI’s whole mortgage loan product
· Help to develop and implement sales strategies and ensure efficient communication during the pre sales process
· Maintain the pipeline of new investors
· Guide new investors through the onboarding process
· Provide assistance to Investment Managers and encourage to execute the first whole mortgage sale
· Stay up to date on industry trends
Qualifications
· 5+ years of sales experience in a relevant industry.
· Proven sales track record and the demonstrated ability to consistently meet performance KPIs.
· Mortgage Agents license (Level 2), with a minimum of 2 years of Mortgage Sales experience preferred, or Mortgage Agents License (Level 1) minimum 1 year experience and able to obtain Level 2 license within 3 months of hire.
· Exceptional relationship building skills and a proven ability to source and develop new investor relationships.
· Excellent written communication skills, with the ability to craft powerful and engaging messages that inspire others.
· Strong presentation skills in a variety of audience sizes and settings.
· Entrepreneurial with an advice-centric client-service mentality.
· Proven self-starter who can work in a virtual environment.
· Ability to excel under pressure.
· Ability to work autonomously, self-manage and problem-solve with limited leadership contact and oversight.
· Previous experience in the private lending and/or debt investment space would be an asset.
Please submit your application using the apply button. Applications will be reviewed on an ongoing basis and the position will remain open until it is filled. We thank all applicants for their applications, however, only those selected for an interview will be contacted.
At CMI Financial Group, we are on a mission to continue to shape the private mortgage lending market by delivering innovative products and exceptional service through our unwavering commitment to our core values: Integrity. Excellence. Results. We are driven by a collective focus on the value of teamwork, as such, we ask for your help in continuing to diversify our viewpoints by encouraging applications from all individuals, including but not limited to women, persons with disabilities, racialized persons/visible minorities, and Indigenous peoples.
If you require accommodation at any point throughout the recruitment process, please contact a member of the HR team through email at hr [at] thecmigroup [dot] ca or by phoning the recruitment lead for this position directly at – 1-888-465-1432 ext. 784. Please only use this number for accommodation requests.
Kindly note that our office operates remotely, therefore all interviews are conducted either by phone or a video conferencing platform.
[JY1]For investment roles, this could also say 'mortgage investing' or 'alternative investing'
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