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Director, Retail Distribution
Pinnacle Investment Management Group
Toronto, ON

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Pinnacle Investment Management Group

Director, Retail Distribution

Toronto, ON, Canada

Within 25 km of Vaughan · About 22.9 km from the city centre

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Job details

Experience: A minimum 5 years work experience in investment management sales & distribution.
Posted: Sep 24, 2026

Original job description

Key Responsibilities:

Develop and execute Pinnacle’s Canadian retail distribution strategy, establishing a scalable market presence from Toronto and delivering agreed sales, asset-raising and client-engagement objectives.
Build and manage relationships with financial advisors, dealer and wealth-management firms, portfolio managers, investment counsellors, platforms, research teams and other retail intermediaries across Canada.
Represent Pinnacle and its Affiliate investment managers with credibility, translating sophisticated investment strategies into clear, compelling propositions for Canadian retail and wealth audiences.
Originate, qualify and convert new business opportunities; maintain disciplined pipeline management, activity reporting, forecasting and follow-through.
Lead product positioning, market-entry planning and distribution campaigns in partnership with Affiliate teams, marketing, investment specialists, operations, legal and compliance.
Develop a deep understanding of Canadian investor needs, advisor business models, competitive dynamics and regional opportunities, and provide actionable market intelligence to senior stakeholders.
Ensure all distribution activity, communications and records are completed in accordance with applicable Canadian securities laws, regulatory requirements, internal policies and approved materials.
Deliver high-quality ongoing service to clients and distribution partners, coordinating responses and solutions across Pinnacle and its Affiliates.
Represent Pinnacle at industry conferences, advisor events and partner meetings, with regular travel across Canada as required.
Contribute to the design and growth of the Canadian distribution capability, including future team, process and technology requirements as the business scales.

Desired Skills and Experience:

A strong record of success in Canadian retail or wealth-management distribution within asset management or a closely related financial-services environment.
Established relationships across the Canadian advisor, dealer, platform and wealth-management market, with the ability to develop new partnerships from the ground up.
Demonstrated experience developing and executing a national sales strategy, building pipelines and delivering measurable fundraising outcomes.
Strong knowledge of investment products, capital markets and portfolio construction, with the ability to communicate complex strategies clearly to sophisticated intermediaries.
Sound understanding of the Canadian securities and investment-fund distribution environment, including the roles of provincial regulators, the Canadian Securities Administrators and CIRO.
Relevant Canadian registration, licensing or proficiency credentials, where required for the activities performed, or the ability to obtain them within an agreed timeframe.
Exceptional communication, presentation, negotiation and stakeholder-management skills, with an entrepreneurial, accountable and collaborative approach.
Resilience, integrity and sound judgement, with the capacity to operate effectively in a lean, high-growth environment and build a long-term career with Pinnacle.
A relevant tertiary qualification in business, commerce, finance, economics or a related discipline; an advanced investment designation such as the CFA is advantageous.
A minimum 5 years work experience in investment management sales & distribution.

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More about this job

Responsibilities

The Director will develop and execute a Canadian retail distribution strategy to establish a scalable market presence and drive sales objectives. They will manage relationships with financial intermediaries and represent the firm's investment strategies to retail and wealth audiences.

Requirements

Candidates must have at least 5 years of experience in investment management sales and distribution with a proven record of success in the Canadian market. A relevant tertiary qualification in business, finance, or economics is required, and an advanced designation like the CFA is considered an advantage.

Skills

Retail distribution strategy
Sales management
Asset raising
Client engagement
Relationship management
Financial advisor relations
Investment product knowledge
Capital markets
Portfolio construction
Regulatory compliance
Market intelligence
Strategic planning
Stakeholder management
Presentation skills
Negotiation
Business development

Visa sponsorship

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Keywords

Retail Distribution
Asset Management
Wealth Management
Financial Services
Canadian Securities Administrators
CIRO
Investment Funds
Business Development
Sales Strategy
Portfolio Management
Market Entry
Regulatory Compliance
CFA
Investment Strategies
Financial Advisors
Dealer Relations
Pipeline Management
Forecasting
Product Positioning
Market Intelligence

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