Senior Dealer Representative - Private Investment Sales

Description

In this role, you will be responsible for developing new direct investor business from private clients; individual members of the investing public who invest their own capital. Reporting to the VP, Capital Markets, the Senior Associate role is a licensed Dealing Representative and responsible for developing new private client business. The Senior Associate is expected to be knowledgeable about Equiton’s 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.

• Responsible for developing a book of clients - firm will provide support in setting up meetings with potential clients.
• 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.
• Develop an excellent understanding of approved investment products.
• Identify and pursue new business opportunities through proactive outreach and networking.
• Collaborate with internal teams, including investment and marketing, to ensure cohesive messaging and strategy execution.
• Conduct thorough market research to understand client needs and tailor solutions that align with their financial goals.
• Participate in corporate events as required.
• Develop and maintain strong relationships with existing clients, ensuring high levels of satisfaction and retention.
• Prepare and deliver compelling sales presentations and proposals to potential clients.
• The firm will provide assistance with licensing and technical product training.

Requirements

These are not tests of intelligence or experience, they simply help us understand how you work best.

You must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. 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.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

• A Behavioural Assessment (5–10 minutes, untimed) to understand your work and communication style.
• Strong client service skills and the ability to confidently manage client interactions.
• Ability to understand and solve problems for clients.
• A Cognitive Assessment (12-minute timed) to measure learning and problem-solving abilities.
• A post-secondary degree in Finance or Business, or equivalent business experience.
• Ideally 5+ years of sales experience in business, insurance, real estate, or some other professional sales capacity, etc. selling directly to individual investors.
• Completion of Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency (EMP) course is required prior to start date.
• High performance standards and ability to put the time in to achieve results.
• 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.

Benefits

We’re an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We’re happy to help. Only those selected for an interview will be contacted.

Training + Development

Interview process

Visa Sponsorship

Security clearance