Senior Associate – Private Investment Sales
Permanent On-site | Toronto, ON
Description
- Responsible for developing a book of clients – firm will provide support in setting up meetings with potential clients.
- Identify and pursue new business opportunities through proactive outreach and networking.
- Develop and maintain strong relationships with existing clients, ensuring high levels of satisfaction and retention.
- Conduct thorough market research to understand client needs and tailor solutions that align with their financial goals.
- Prepare and deliver compelling sales presentations and proposals to potential clients.
- Collaborate with internal teams, including investment and marketing, to ensure cohesive messaging and strategy execution.
- Monitor industry trends and competitor activity to identify opportunities for growth and differentiation.
- Achieve and exceed individual sales targets, contributing to the overall success of the sales team.
- Developing an excellent understanding of approved investment products.
- Participating in corporate events as required.
Qualifications
- Ideally 5-10 years of sales experience in business, insurance, real estate, or some other professional sales capacity, etc.
- Good business and financial sense – interest in and a passion for real estate, finance, and the economy, investing and wealth creation.
- Excellent networking, people and selling skills.
- Ability to understand and solve problems for clients.
- Strong client service skills and the ability to confidently manage client interactions.
- High performance standards and ability to put the time in to achieve results.
- An entrepreneurial spirit and desire to work hard and consistently improve.
- Desire to bring credible, proven, long-term wealth solutions to clients.
- The firm will provide assistance with licensing and technical product training.
- Completion of Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency (EMP) course is required prior to start date.
- A post-secondary degree or equivalent business experience.
- Must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. You will be primarily responsible for developing new private client business from the investing public. Superior sales and client service skills are a must.
- Successful candidates must also have a strong character with a desire to take care of investors and clients. The reputation of the firm with its partners, clients and regulators is paramount.
- Successful candidates must be able to work daily out of The Company’s head office in either Toronto or Burlington, ON. This is not a remote work position, and one will have to report to the office daily.
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