Senior Associate, Private Investment Sales

Senior Associate - Private Investment Sales & Relationship Management (Private Equity Real Estate)

About the company:

Our client is a recognized leader in private equity investments with 1 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.
We have discovered that finding the right opportunities involves time, experience, and discipline.
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 attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

Looking for a Career Change?

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.

Do you possess the following traits?

• Excellent people and selling skills.
• A passion for and interest in real estate and investing.
• A willingness to work hard at an entrepreneurial firm where you will be challenged to drive results.
• A desire to always act with integrity.

Have you developed sales, business development and relationship management skills in any of the following industries or professions?

• Finance or wealth management
• Investment sales
• Insurance sales
• Consulting service sales
• Luxury vehicle sales
• Medical device or pharmaceutical sales.

If yes, this firm may be the place for you.
They will provide the necessary industry and product training to quickly achieve success in the role.

About the Position:

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 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 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.

Key Functions and Responsibilities:

• 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.
• Develop an excellent understanding of approved investment products.
• Participate in corporate events as required.

Required Skills and Abilities:

• 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 in Finance or Business, or equivalent business experience.

Compensation:

Competitive earning structure.
The salary posted is comprised of a base salary, commissions, and trailers ($100,000+ in first year).
Excellent opportunity for rapid career advancement at a growing company for those that excel in the role.

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.
If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs.
We thank you for applying, however, only those selected to continue will be contacted.

Our Core Values:

• Integrity

Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.

• Accountability

Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.

• Expertise

Offering the highest level of professional expertise, quality service and knowledgeable insights.

• Customer Focused

We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.

• Entrepreneurial Spirit