At a Glance
- Tasks: Support senior salespeople and pitch research ideas to institutional accounts.
- Company: Independent investment dealer focused on global mining with a dynamic team.
- Benefits: Direct mentorship, early exposure to industry leaders, and a clear career path.
- Other info: Competitive, self-motivated individuals thrive in this results-driven environment.
- Why this job: Kickstart your career in sales with real client exposure and growth opportunities.
- Qualifications: Experience in capital markets and a degree in finance or related fields.
The predicted salary is between 72000 - 88000 $ per year.
Location: Toronto, ON (in office)
About the firm
Oakbridge Search Partners is conducting a confidential search for a Toronto-headquartered independent investment dealer focused exclusively on global mining. The firm provides research, institutional distribution, financing and advisory to small and mid-cap resource companies, and its lean, entrepreneurial team gives junior people real client exposure quickly.
The opportunity
Our client is adding a Sales Associate to its institutional equity desk. This role suits an ambitious, early-career professional who wants to build a book and grow into a senior mining salesperson, working alongside experienced sales, research and banking professionals from day one.
What you will do
- Support senior salespeople covering institutional accounts (resource, generalist and hedge funds, family offices) in Canada and abroad
- Pitch research ideas, company news and new issues, building your own coverage over time
- Help market equity financings and track book-building and allocations
- Organize and attend roadshows, site visits and investor meetings with mining management teams
- Prepare morning notes, trading commentary and client materials
- Keep CRM, client feedback and order records accurate and compliant
- Represent the firm at industry events such as PDAC
What you bring
- 2 to 8 years in capital markets, ideally institutional equity sales, sales trading, research or a client-facing role at a dealer or fund
- Canadian securities licensing completed or in progress (CSC and CPH or equivalent, CIRO-registrable); US Series 7 (and 63) a strong asset
- Mining or commodities knowledge a meaningful plus; genuine interest in resources essential
- Degree in commerce, finance, economics, geology or mining engineering; CFA progress an asset
- Polished communicator with presence in front of fund managers and executives
Who succeeds here
Someone competitive, self-motivated and eager to be measured on results, who is comfortable on the phone and sees this as the start of a long career on a sales desk.
What is offered
- Direct mentorship from senior sales and research professionals
- Early exposure to mining executives, global investors and live transactions
- A clear path to building your own book
Institutional Equity Sales in Toronto employer: Oakbridge Search Partners
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