Regional Vice-President, Capital Raising, CMLS Asset Management

CMLS Financial
CA - Manitoba - Winnipeg
May 13, 2025
Management

Western Canada (BC, AB, MB, or SK)

Salary Range: $90,000 - $110,000 base + commission

CMLS Asset Management is looking for a Regional Vice-President, Capital Raising (Western Region) to join our growing team.

CMLS Asset Management provides its investor clients with exposure to real estate debt, either through pooled vehicles or direct sub-advisory relationships. Our flagship product is the CMLS Mortgage Fund with a 16-year track record and a strong return profile of 6-8%. Our vision is to be recognized as a trusted alternative asset manager.

The primary objective of the national sales team is to grow our asset base by supporting our direct investor clients and our network of investment professionals as they prepare their clients for retirement and other significant life goals that demand focused financial management. The team works together to plan and execute a strategy that cultivates key relationships and effectively maximizes territory sales.

About The Role

As an integral member of the sales team, the Regional Vice-President, Capital Raising will work in partnership with the Managing Director, National Accounts and Capital Raising to ensure the effective and efficient implementation of the territory sales plan. The Regional Vice-President, Capital Raising will learn about the fundamentals of our business, who our clients are, what their needs are, and how CMLS can meet those needs.

In This Role, You Will

Consistently generate and maintain a quality pipeline of transactions to meet sales and activity/engagement targets
Maintain and strengthen external client relationships
Discover and explore new business opportunities via proactive sales calls
Work with the Managing Director, National Accounts and Capital Raising to optimize the use and effectiveness of PM access, due diligence, conference participation and other events for the region
Manage investor relations; providing proactive support and services to existing supporters, investors, and prospects, responding to inquiries, and coordinating follow-up where required in a professional and timely manner
Maintain accurate records of contacts in the region, along with activity tracking of leads in the sales pipeline and CRM
Travel as needed to deliver sales presentations and meetings
Maintain up-to-date knowledge of our industry and competition
Participate in and contribute to regular team meetings and business planning sessions
Provide ongoing support regarding the CMLS Asset Management and CMLS Mortgage Fund brand and presence, sharing ideas and strategies designed to develop overall sales and client base
Coordinate and participate in corporate and social events with colleagues and industry professionals
Represent the Company with honesty and integrity while delivering high levels of customer service to both our external and internal partners

Skills And Qualifications

Minimum 3-5 years of successful field sales experience or equivalent
Bachelor of Arts, Science or Commerce degree preferred
Completion of the Canadian Securities Course (CSC) is required
Registered Dealing Representative is an asset
Excellent interpersonal skills with proven ability to build relationships
Passionate, willing to put in the extra effort to achieve personal goals
Excellent time management skills to handle multiple tasks simultaneously with limited supervision, in a fast-paced work environment
Driven and goal-oriented with a positive attitude
Ability to work effectively both in a team environment and independently, open to direction and a collaborative work style
Excellent written and oral communication skills
Must have the ability to remain flexible and meet deadlines under pressure with little supervision
Strong understanding of real estate and finance fundamentals
An entrepreneurial spirit

Benefits And Perks

Some of the benefits we offer at CMLS are:

Health and Wellness Spending Accounts
Health, Drug, Vision, and Dental benefits
Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)
RRSP Matching Program
Maternity / Parental Leave Top Up Program
Discounted gym memberships
Travel assistance and EAP
Business Casual dress code
Company social events + sport teams
Hybrid work arrangements and telecommuting opportunities
And more!

Who are we?

CMLS Asset Management is a registered investment fund manager, portfolio manager, and exempt market dealer, with a 16-year track record in delivering stable returns to investor clients seeking exposure to real estate debt. The firm manages its flagship fund, the CMLS Mortgage Fund, and acts as subadvisor to institutional investor clients seeking to augment their traditional fixed income investments with real estate debt.

You will love working here

Employees tell us that they love that we strike the balance in creating an incredibly professional, yet dynamic and enjoyable corporate culture. We work in a fluid and fast-paced environment that is supportive of energetic and motivated individuals who pride themselves on being flexible and results-driven. Our employees are able to gain valuable industry exposure, lots of learning opportunities, and truly impact the business. We are committed to providing our people with a challenging and rewarding career because our employees are what set us apart and we know it.

Equal Opportunity Employer

CMLS Financial is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations are available on request for candidates taking part in all aspects of the selection process.

We want to hear from you!

If you are confident that you would be a strong asset to our team, submit both a cover letter and resume today! We thank all applicants for their time in applying, however, we will only contact those selected for an interview. Consideration of applications will begin immediately and continue until the position is filled.
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Read the full job description and apply online on the recuiter's web-site

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