Financial Services Representative

4 weeks ago

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

Brightview Wealth Management is a boutique wealth management firm that helps clients achieve financial success through sound advice and top-tier financial products. Our vision is to provide exceptional service and build long-term relationships with our clients.

As a Financial Services Representative with Brightview Wealth Management, you will play a key role in implementing sales and marketing strategies to grow our client base. Your core responsibility will be to generate leads through building personal and professional relationships, and working alongside other advisors and the sales team to reach and exceed sales objectives.

Successful Financial Services Representatives will have the opportunity to grow their career within the organization or affiliate partners, through hard work, dedication, and a commitment to ongoing learning and professional development.

If you are meticulous, have an analytical mind, and are customer-oriented, we would like to hear from you.

Requirements

Must-have

  • Ability to analyze data and provide suitable, data-driven 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 a 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
  • Personal flexibility to work flexible hours
  • Eagerness to learn and determination to succeed

Nice-to-have

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

As a Financial Services Representative with Brightview Wealth Management, 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.

Your day-to-day responsibilities will include:

  • Proactively engaging with clients in the branch and delivering an outstanding service experience through completing transactions and identifying opportunities for advice, solutions, digital enablement, and partner introductions
  • Focusing on education and demonstration, leveraging technology to deliver a memorable client experience, drive solutions, and retain business
  • Contributing to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of BV partners, or personally fulfill client solutions
  • Proactively taking ownership of resolving and preventing clients' problems, providing leadership to the team as a first point of contact
  • Cultivating and maintaining relationships with partners to work as one team
  • Managing 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
  • Developing sales and marketing fundamentals
  • Dedicated personal support and comprehensive training
  • Growing an in-depth understanding of a wide range of personal finance solutions
  • Access to the investment team, portfolio managers, and affiliated partners
  • Building a great career with us as a future managing leader

We would like to hear from you. To learn more about a business opportunity that is 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. The Brightview Wealth Management Financial Services Representative role is full-time.

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