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Institutional Sales Associate Jobs in Toronto, ON

Monex

Head of Sales

Toronto, ON · Hybrid

We specialize in FX risk management and international payments, helping corporate and institutional ... Associate (BDA) team, providing guidance and support to achieve salestargets. * Implement sales ...

Monex group

Head of Sales

Toronto, ON · On-site

$200 - $250/hr

We specialize in FX risk management and international payments, helping corporate and institutional ... Development Associate (BDA) team, providing guidance and support to achieve sales targets.

ATB

VP, Investment Banking, Mining

Toronto, ON

... sales and trading Institutional research to leverage industry and sector insight ATB Cormark ... and associates on day-to-day deliverables Monitor capital markets and sector specific activity ...

Monex

Business Development Associate

Toronto, ON · On-site

We specialize in FX risk management and international payments, helping corporate and institutional ... The role combines high-volume outbound sales activity with a strong focus on compliance, risk ...

Monex

Business Development Associate

Toronto, ON · On-site

We specialize in FX risk management and international payments, helping corporate and institutional ... The role combines high-volume outbound sales activity with a strong focus on compliance, risk ...

Capgroup

Senior Go-to-Market Associate

Toronto, ON · On-site +1

CA$93K - CA$149K/yr

... home office/institutional engagement opportunities, product launches, and other strategic ... You will lead and drive key sales enablement and operations initiatives * You will support the ...

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Institutional Sales Associate information

What is an institutional sales associate?

An Institutional Sales Associate is a finance professional who works with large clients such as corporations, pension funds, and asset managers to sell financial products and services. Their main responsibilities include building relationships with institutional clients, understanding their investment needs, and offering appropriate financial solutions. They often collaborate with research and trading teams to provide market insights and execute client transactions. This role requires strong communication skills, financial knowledge, and the ability to manage high-value client accounts.

What are the key skills and qualifications needed to thrive as an institutional sales associate?

To thrive as an Institutional Sales Associate, you need strong financial acumen, analytical skills, and a bachelor’s degree in finance, business, or a related field. Familiarity with CRM platforms, financial modeling tools, and Bloomberg Terminal is typically required, along with relevant certifications such as FINRA Series 7 or 63. Exceptional communication, relationship-building, and negotiation skills set top performers apart in engaging with institutional clients. These abilities are crucial for driving sales growth, managing large accounts, and building long-term client trust in a competitive financial services environment.

How does an institutional sales associate typically collaborate with portfolio managers and research analysts in their daily work?

Institutional Sales Associates work closely with portfolio managers and research analysts to understand market trends, investment strategies, and client needs. They often facilitate communication between clients and internal teams by relaying client feedback, coordinating meetings, and providing timely updates on new products or research insights. This collaboration ensures that client portfolios are aligned with current market opportunities and that the sales team can proactively address client inquiries or concerns, ultimately strengthening client relationships and supporting business growth.

What is the difference between Institutional Sales Associate vs Financial Advisor?

AspectInstitutional Sales AssociateFinancial Advisor
CredentialsBachelor's degree, possibly licenses like Series 7/63Bachelor's degree, certifications like CFP, Series 7/66 often required
Work EnvironmentFinancial firms, investment banks, asset management companiesIndividual clients, wealth management firms, banks
Employer & IndustryFinancial institutions, investment firmsFinancial planning, wealth management
Search & Comparison IntentYesYes

Institutional Sales Associates primarily focus on selling investment products to institutional clients like pension funds and mutual funds, working within financial firms. Financial Advisors, on the other hand, serve individual clients, providing personalized financial planning and investment advice. While both roles require financial licenses and industry knowledge, their target clients and work environments differ significantly.

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution.

Head of Sales

Monex

Toronto, ON • Hybrid

Full-time

Posted 25 days ago

Key responsibilities

  • Lead and manage the sales team to achieve revenue targets and maximize team performance.

  • Develop and execute strategies to expand Monex Canada's market presence and grow revenue.

  • Report on sales activities, performance metrics, and progress towards goals to the CEO and leadership team.

Job description

Head of Sales | Toronto

Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.

We specialize in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs, whether for goods, services, or direct investments.

In 2025, Monex facilitated $198 billion in FX turnover and managed $16.1 billion in assets. With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 70,000 clients worldwide.

By combining global reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimize efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.

Job Overview

Monex Canada is seeking a Head of Sales to lead and expand its commercial FX and payments sales function nationwide.

This player-coach role will build and manage a high-performing team, own revenue delivery, and stay directly involved in winning and growing strategic client relationships.

Working closely with the CEO, the Head of Sales will shape go-to-market strategy, broaden Monex's reach with corporate and institutional clients, and strengthen the firm's position as a leading FX and payments partner in Canada.

Key Responsibilities & Accountabilities:

  • 8+ years of experience in commercial FX, corporate treasury, institutional sales, or financial services sales, with a demonstrated record of revenue growth.
  • Minimum 2-3 years of experience leading, coaching, and managing sales professionals in a performance-driven environment.
  • Strong knowledge of FX products, including spot, forwards, options, hedging strategies, and international payments.
  • Proven ability to build and execute sales strategies across corporate, institutional, SME, and financial services client segments.
  • Demonstrated success managing complex client relationships, strategic accounts, and senior-level stakeholders.
  • Strong commercial acumen, with the ability to manage pipeline performance, conversion metrics, revenue forecasts, and sales reporting.
  • Experience recruiting, developing, and retaining high-performing sales talent.
  • Familiarity with Canadian financial services regulation, including FINTRAC, AML/ATF requirements, and MSB obligations, is preferred.
  • Established network among Canadian corporates, treasury professionals, financial institutions, or referral partners is considered a strong asset.
  • Bilingual fluency in English and French is an asset, particularly in support of Quebec market expansion.
  • Based in or willing to relocate to Toronto, with availability to work in a hybrid environment and travel as required for client and market development.

1.Strategic Business Development

  • Develop and execute a strategic business development plan to expand Monex Canada's market presence in the Forexindustry.

  • Identify and evaluate new business opportunities, partnerships, and markets to drive revenuegrowth.

2.Team Development

  • Identify and groom future leaders within the organization, fostering a culture of talentdevelopment.

  • Provide ongoing training and professional development opportunities for theteam.

3.Sales Team Leadership

  • Lead, mentor, and manage theSales Executives, Director of Strategic Sales andBusiness Development Associate (BDA) team, providing guidance and support to achieve salestargets.

  • Implement sales strategies and best practices to maximize teamperformance.

5.Revenue Growth

  • Set and monitor revenue targets, working collaboratively with the executive leadership team to achieve growthobjectives.

  • Implement pricing and sales strategies to optimizerevenue.

6.Reporting and Analytics

  • Regularly report on business development activities, performance metrics, and progress towards goals to the CEO and executive leadership

  • Use data-driven insights to refine strategies andtactics.

Compliance, Risk& Regulatory

  • Workingeffectively and collaborativelywithFinancial Crime and RegulatoryComplianceteamsto complete the Client onboarding process in line with Companyand regulatoryrequirements;

  • Ensuring adequate knowledge of their client (KYC) toenable the firm todeliver appropriate and suitable productsandservices;

  • Liaise with Risk and Traders regardingmarginfacilities;

  • Engaging with theclient with integrity, ensuring high service standards and in accordance with Monex policies;

  • Understand andadhere toMonex'scomplaints procedureand escalatingwhere necessary;

  • Identify andappropriatelymanageconflicts of interestin accordance with regulatory and company requirements;

  • Ensure that the role as first-line defence is undertaken with diligence;

  • Ensure adherence with the FCA's 11 principles of business.

Business Knowledge / Technical Skills:

  • Financial Modelling & Forecasting- Expertise in budgeting, cash flow analysis, and financial scenario modelling.
  • Revenue Optimization- Understanding of pricing strategies, revenue recognition, and operational efficiency.
  • Data Analytics & Business Intelligence- Proficiency in BI tools (Power BI, Tableau, SQL, Python, or R).
  • ERP & Financial Systems- Experience with enterprise financial platforms (SAP, Oracle, NetSuite, Adaptive Insights).
  • Regulatory Compliance- Knowledge of financial regulations, risk management, and internal controls.

Leadership / Management Skills:

  • StrategicThinking- Ability to translate financial insights into business growth strategies.
  • Stakeholder Management- Experience working with C-suite executives, investors, and business leaders.
  • Decision-Making & Problem-Solving- Data-driven approach to solving complex financial and operational challenges.
  • Communication & Influence- Ability to present complex data in a clear and actionable manner.
  • Collaboration & Cross-Functional Leadership- Strong ability to work across teams (finance, sales, marketing, operations).
  • Change Management- Experience leading process improvements and technology-driven transformations.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Apply