Description
product knowledge
market research
client acquisition
investor suitability
sales presentation
compliance
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.
- Develop an excellent understanding of approved investment products.
- Participate in corporate events as required.
- Conduct thorough market research to understand client needs and tailor solutions that align with their financial goals.
- Develop and maintain strong relationships with existing clients, ensuring high levels of satisfaction and retention.
- Collaborate with internal teams, including investment and marketing, to ensure cohesive messaging and strategy execution.
- Responsible for developing a book of clients - firm will provide support in setting up meetings with potential clients.
- Achieve and exceed individual sales targets, contributing to the overall success of the sales team.
- Prepare and deliver compelling sales presentations and proposals to potential clients.
- Monitor industry trends and competitor activity to identify opportunities for growth and differentiation.
- Identify and pursue new business opportunities through proactive outreach and networking.
- The firm will provide assistance with licensing and technical product training.
Requirements
finance degree
problem solving
client service
sales experience
csc
self-starter
Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.
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.
These are not tests of intelligence or experience, they simply help us understand how you work best.
- A post-secondary degree in Finance or Business, or equivalent business experience.
- Good business and financial sense – interest in and a passion for real estate, finance, and the economy, investing and wealth creation.
- Ability to understand and solve problems for clients.
- High performance standards and ability to put the time in to achieve results.
- Strong client service skills and the ability to confidently manage client interactions.
- Excellent networking, people and selling skills.
- Ideally 5+ years of sales experience in business, insurance, real estate, or some other professional sales capacity, etc. selling directly to individual investors.
- A Cognitive Assessment (12-minute timed) to measure learning and problem-solving abilities.
- A Behavioural Assessment (5–10 minutes, untimed) to understand your work and communication style.
- Completion of Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency (EMP) course is required prior to start date.
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
Information not given or found
