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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the Equity Sales role?

A position in Equity sales is one of the most dynamic roles in the financial sector. People working in this position serve as the link between their firm and the investors; which is why a large part of this role entails relationship management while constantly aiming at optimizing the allocation of the firm’s resources. This position usually offers the flexibility to build one’s own style and approach towards selling products to investors while remaining compliant with the firm’s regulations. The role entails being the face of the firm and reaching out to potential clients and managing existing ones while constantly staying up-to-date with the firm’s products and monitoring market activity.

What are the responsibilities of this role?

  • Being up to date with all the firm’s products
  • Constantly engaging existing and potential clients with investment ideas
  • Taking the lead on responding to RFPs
  • Creating presentations to ensure alignment with the prospect and opportunity
  • Furthering the relationship between the firm and its existing and prospective clients by providing them with regular information on the firm’s products and maintaining a dialogue

What are the alternate names for this role?

Research sales, institutional stockbroker

What is the earning potential for this role?

$100,000-$1,000,000+/year
Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

Designations

Chartered Investment Manager (CIM®)

Chartered Financial Analyst (CFA)

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