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    Licensed Dealing Representative, Capital Market Specialist - Toronto, Canada - Collins Recruitment Group

    Collins Recruitment Group
    Collins Recruitment Group Toronto, Canada

    2 days ago

    Default job background
    Description

    The Role:

    Senior Associate/Associate Financial Advisor - Private Investment Fund Sales (Private Equity Real Estate)

    Company summary:

    Our client is a recognized leader in private equity investments and is has 1 billion in assets under management. Their exponential growth is a direct outcome of their leadership team understanding how the industry works and how to create long-term wealth through real estate investing. They have discovered that finding the right opportunities involves time, experience, and discipline. Their strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. They attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

    About the Position:

    Reporting to the Associate VP, Capital Markets, the Senior Associate/Associate role is a licensed Dealing Representative and responsible for developing new private client business. The Associate is expected to be knowledgeable about their real estate-based product offerings, the investor subscription process, Exempt Market Dealer compliance regulations and requirements, and must have the ability to effectively assess investor suitability.

    One 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.

    Key Functions and Responsibilities:

    • Assist the Associate VP in developing a pipeline of business through various sources
    • Gain a strong understanding of sales strategies, processes and how to achieve strong sales results and, in time, put these skills into practice
    • Work with the Associate VP to identify opportunities to grow and advance the business
    • Understanding client needs & objectives and transitioning them to the firm's solutions and products
    • Achieving monthly and annual sales targets
    • Developing an excellent understanding of approved investment products
    • Assisting with client inquiries, investment sales and other duties as assigned
    • Participating at corporate events as required.

    Required Skills and Abilities:

    • Excellent sales and networking skills.
    • Completion of or working towards the completion of the Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency Course.
    • Strong client service skills and the ability to confidently handle client interactions.
    • A post-secondary degree or equivalent business experience.
    • 1 to 2 years+ experience in the financial services or real estate investment sales, in a client facing capacity. Have a strong understanding of the investment world (registered account types, mutual funds etc.)
    • 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.
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