Executive Director, Alternative Assets â Quebec (Wealth Channel)
Executive Director, Alternative Assets â Quebec (Wealth Channel)
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Job Description
Forum Asset Management - Executive Director Alternative Assets Quebec (Wealth Channel)
Location: Remote Based in Quebec
Language Requirement: Bilingual French and English (Fluent)
About Forum
Delivering Extraordinary Outcomes through Investment.
Forum Asset Management is a North American investor developer and asset manager with a 28-year track record of delivering long-term value through real estate private equity and infrastructure investments. We are a purpose-driven firm committed to sustainability responsible investing and making a positive impact in the communities where we invest.
With over $3 billion in AUM Forum is one of Canadas most dynamic investment platforms. In 2024 we completed the countrys largest real estate transaction through our acquisition of Alignvest Student Housing making us the largest owner and developer of Purpose-Built Student Accommodation (PBSA) in Canada. Our open-ended Real Estate Income and Impact Fund (REIIF) is now over $2.4 billion backed by a $3.5 billion development pipeline that spans coast to coast.
Forum is also building one of the fastest-growing self-storage platforms in Canada focused on acquiring developing and operating institutional-grade storage facilities in undersupplied urban markets.
Our growth is fueled by our ability to identify structural real estate themes and deliver strategies that balance income impact and long-term value creation.
Forum is a values-led high-performance organization. We embrace agility and innovation and we strive to foster a team culture grounded in integrity collaboration humility and results.
Position Overview
Forum is seeking an experienced bilingual Executive Director Alternative Assets (Sales) Quebec to lead business development and advisor relationship management within the wealth management channel including CIRO advisors and portfolio managers. This is a remote role based in Quebec with significant travel within the province.
Reporting to the Managing Director Alternative Assets this individual will be responsible for growing Forums market share across Quebec by driving sales of our alternative investment solutions. The successful candidate will lead all aspects of territory coverage from advisor segmentation strategic planning and prospecting to consultative sales education and relationship stewardship.
Key Responsibilities
- Drive Net Sales: Deliver on annual sales objectives by identifying new business opportunities and expanding relationships with advisors across CIRO (bank and independent) platforms.
- Territory Ownership: Develop and execute a comprehensive territory plan focused on increasing advisor engagement and product penetration across Quebec.
- Advisor Engagement: Conduct one-on-one meetings virtual presentations and in-branch group sessions to educate and influence investment advisors.
- Channel Development: Cultivate strong working relationships with dealer head offices product research teams and branch leadership.
- Collaboration: Partner with Forums internal wholesaling marketing product and operations teams to ensure advisors are supported with timely insights tools and service.
- Leadership & Coaching: Serve as a senior leader within the national sales team mentoring associates and contributing to overall team development.
- Data-Driven Sales Execution: Use CRM data territory analytics and campaign results to inform decision-making and optimize coverage.
- Reporting & Feedback: Provide timely market intelligence performance updates and advisor feedback to senior leadership and product teams
Candidate Profile
- Minimum 5 years of proven sales success in investment management with a focus on alternative strategies and wealth management distribution.
- Deep knowledge of the Quebec advisor landscape with established relationships across CIRO channels.
- Exceptional communication and presentation skills in both French and English.
- Proven ability to execute a consultative value-added sales approach that builds long-term partnerships.
- Experience with CRM tools and territory management best practices.
- Entrepreneurial mindset comfortable in a high-growth fast-paced environment.
- Strong alignment with Forums culture of impact accountability and performance.
- Education: Bachelors degree required; CSC mandatory. CFA CIM or MBA designation considered a strong asset.
- Travel: Willingness to travel extensively within Quebec.
At Forum we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. Forum is an equal opportunity employer. We are committed to providing accessible employment practices. Should you require an accommodation during any phase of the recruitment process please let the recruitment team know.
Required Experience:
Senior IC
Employment Type
Full-Time
