Wealth Management

6 months ago

Burlington, Canada Equiton Partners Inc. Full time

Wealth Management / Financial Investment Sales Administrator About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. 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’ve 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. About the Position: Reporting to the Senior Associate, Equiton Capital, the Sales and Service Administrator is a critical role to help drive our business forward. The primary focus is to achieve a specific sales target by identifying opportunities for our Sales Associates. This is an entry level sales role supporting senior sales roles.

**Key Functions and Responsibilities**: - Drive strong sales by providing the Senior Associate timely, accurate and efficient support - Gain a strong understanding of sales strategies, processes and how to achieve strong sales results and, in time, put these skills into practice - Identify and schedule meetings and events for our sales team including logístical details - Prepare Client related documents, reports, and presentations as required - Maintain various databases, records, and monthly reports - Liaise and maintain strong relationships with internal departments - Ad hoc tasks and special projects as assigned Required Skills and Abilities: - Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF) - Ability to develop sales skills, achieve results and elevate to new roles within the department - Strong oral and written communication skills complimented by strong interpersonal skills - Detail-oriented and able to work well under pressure;
- Excellent prioritization and organizational skills;
- Proactive and customer-oriented attitude - Strong MS Office skills (Word, Excel, Outlook, PowerPoint) Education and Experience: - Minimum of 2 to 3 years of financial service industry in a client facing capacity - Post-secondary degree/diploma in Business Administration or related field an asset - EMD/CSC an asset Please note, this is an in-office position, 5 days per week, Monday to Friday in Burlington, Ontario. 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.

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