Description
Job Description Senior Associate – Private Investment Sales & Relationship Management (Private Equity Real Estate)
Our client is a recognized leader in private equity investments over 1.5 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. Our 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. We are looking for motivated sales professionals who have a strong desire to work at an entrepreneurial firm where they can achieve career success. They have a sales-driven culture where professionals focus on doing the right thing for clients while helping them achieve financial goals.
Have you developed sales, business development and relationship management skills in any of the following industries or professions?
Investment sales
Insurance sales
Consulting service sales
Luxury vehicle sales
Medical device or pharmaceutical sales.
They will provide the necessary industry and product training to quickly achieve success in the role.
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 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.
You 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 be able to work daily out of the 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.
Identify and pursue new business opportunities through proactive outreach and networking.
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.
Achieve and exceed individual sales targets, contributing to the overall success of the sales team.
Develop an excellent understanding of approved investment products.
Participate in corporate events as required.
Ideally 5-10 years of sales experience in business, insurance, real estate, or some other professional sales capacity, etc.
Excellent networking, people and selling skills.
High performance standards and ability to put the time in to achieve results.
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.
Our Commitment to Diversity, Equity and Inclusion:
In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. Offering the highest level of professional expertise, quality service and knowledgeable insights.
• Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.
