Financial Advisor

1 month ago

Toronto, Ontario, Canada Brightview Wealth Management Full time
Job Overview

Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer award-winning products to match different client's suitable needs.

As a Brightview Wealth Management Financial Service Representative, you will join the Toronto office to implement sales and marketing strategies to help grow the clientele base. Your core responsibility is to generate leads through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives. In this role, you will also develop/consolidate your professional network to achieve targets.

Successful Financial Service Representatives will have the opportunity to grow their career within the organization or affiliate partners. This will take hard work, dedication, commitment to ongoing learning, professional development, and a passion for helping others.

If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board

Requirements

Must-have

  • Ability to analyze data and being able to provide suitable data-based recommendations
  • Excellent communication, presentation and negotiation skills
  • Outstanding computer knowledge and capability to operate database systems
  • Attention to detail, accuracy, and ability to explain complex details clearly
  • Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence · Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Background in financial services, sale or retail sales, marketing, investments, and/or business development
  • Mutual Funds/ Insurance accreditation
Responsibilities

As a Brightview "Ambassador", you will put clients first and find solutions to their individual needs. You will champion the Brightview brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target-based performance environment, you can build a great career with us in future managing positions.

Your day-to-day Responsiblities include:

  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of BV partners, or personally fulfil client solutions
  • Proactively take ownership of resolving and preventing clients' problems, providing leadership to the team as a first point of contact.
  • Cultivate and maintain relationships with partners to work as one team
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Benefits

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • The opportunity to build a professional network
  • Develop sales and marketing fundamental skill sets
  • Dedicated personal support and comprehensive training
  • Grow an in-depth understanding of a wide range of personal finance solutions
  • Access to the investment team, portfolio managers, and affiliated partners
  • Build a great career with us as a future managing leader

We'd like to hear from you. To learn more about a business opportunity that's flexible and rewarding, and offers a chance for you to grow personally, thrive professionally and serve the community around you.

Please note: For this opportunity, you must be legally entitled to work in Canada, and the age of majority. Brightview Wealth Management Financial Service Representative role is full-time.

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