About the Job
Peakhill Capital is one of the fastest-growing commercial mortgage lenders in the country and is continuing to expand its investment platform with a growing suite of investment solutions, including private credit and private equity.
We are seeking a motivated, relationship-driven Regional Wholesaler to support the growth and distribution of Peakhill Capital’s investment solutions to investment advisors and wealth management professionals across an assigned territory. This is an exciting opportunity for a sales professional with established advisor relationships, a strong understanding of the Canadian wealth management industry, and a passion for alternative investments. The successful candidate will play a key role in expanding Peakhill Capital’s presence in the advisor channel, developing new business opportunities, and building long-term partnerships with investment advisors.
The Regional Wholesaler will be responsible for executing regional sales initiatives, educating advisors on Peakhill Capital’s investment solutions, and driving asset growth through effective relationship management and business development.
Duties And Responsibilities:
- Sales & Business Development: Develop and execute a regional sales strategy to drive distribution, increase assets under management, and achieve sales objectives for Peakhill Capital’s investment solutions.
- Advisor Relationship Management: Establish, develop, and maintain strong relationships with investment advisors, portfolio managers, wealth management firms, and dealer networks.
- New Business Development: Identify, qualify, and pursue new business opportunities within the assigned territory, building a robust pipeline of prospective advisor relationships.
- Investment Solution Distribution: Communicate the features, structures, investment objectives, and potential portfolio applications of Peakhill Capital’s growing suite of investment solutions, including private credit and private equity.
- Advisor Education: Conduct advisor meetings, presentations, branch visits, seminars, and educational sessions to increase awareness and understanding of Peakhill Capital’s offerings.
- Territory Management: Develop and maintain a structured territory business plan, prioritize opportunities, and track sales activities and results against established targets.
- Internal Collaboration: Work closely with investment, marketing, operations, and distribution teams to support business development initiatives and deliver a consistent advisor experience.
- Market Intelligence: Monitor industry developments, competitive offerings, advisor trends, and client needs to identify opportunities for business growth.
- Sales Reporting: Maintain accurate records of advisor interactions, sales opportunities, pipeline activity, and business results using the firm’s designated systems.
- Compliance & Professional Standards: Ensure all sales activities, product discussions, and communications adhere to applicable securities regulations, firm policies, and dealer requirements.
Experience/Qualifications:
- Demonstrated experience in wholesale distribution, investment management sales, business development, or a related role within the Canadian financial services industry.
- Established relationships with investment advisors, portfolio managers, and wealth management professionals.
- Strong understanding of the Canadian wealth management and investment distribution landscape.
- Knowledge of investment products, portfolio construction, and the needs of financial advisors and their clients.
- Proven ability to develop new business, manage a sales pipeline, and achieve measurable sales objectives.
- Excellent presentation, communication, negotiation, and relationship-management skills.
- Strong organizational skills and the ability to manage a regional territory independently.
- Relevant industry licensing and credentials required for the position.
- Experience distributing alternative investments, private credit, private equity, real estate investments, mortgage investments, or other private-market strategies.
- Existing relationships with financial advisors across the assigned territory and familiarity with relevant dealer platforms.
- Experience working with independent wealth management firms, investment dealer networks, or bank-owned wealth management channels.
- Understanding of the role alternative investments can play in portfolio construction, diversification, income generation, and long-term investment objectives.
- Experience working with investment managers, alternative asset managers, or real estate investment platforms.
- Relevant professional designations, such as the CIM, CFA, or other recognized industry credentials.
- Experience operating in a growth-oriented sales environment and helping expand distribution for new or evolving investment solutions.
Competencies:
- Relationship Building: Develops trusted, long-term partnerships with advisors through credibility, responsiveness, and consistent follow-through.
- Business Development Mindset: Proactively identifies opportunities, builds a strong pipeline, and converts prospect relationships into measurable business results.
- Communication & Presentation: Effectively communicates investment concepts and product information to financial professionals with varying levels of investment expertise.
- Commercial Acumen: Understands advisor business models, investment trends, competitive dynamics, and the factors that influence product adoption.
- Strategic Territory Management: Prioritizes activities, develops actionable business plans, and allocates time effectively to maximize sales opportunities.
- Collaboration: Works effectively across internal teams to deliver a coordinated and professional advisor experience.
- Adaptability: Responds effectively to changing market conditions, evolving advisor needs, and the development of new investment solutions.
- Integrity & Professionalism: Demonstrates sound judgment, ethical conduct, and a commitment to compliance and investor protection.
- Results Orientation: Takes ownership of performance objectives and consistently works toward sustainable business growth.
If you are a commercially minded sales professional with strong advisor relationships and a passion for investment solutions, we invite you to explore the opportunity to grow with Peakhill Capital.
Join Peakhill Capital and help shape the next chapter of our investment solutions business.
