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Head of Sales and Client Engagement

2 months ago

Vancouver, British Columbia, Canada Purpose Unlimited Full time
About the Role

We are seeking an experienced and motivated Wholesaler to join our Purpose Unlimited sales team. As a key member of our team, you will play a vital role in helping our Financial Advisors build and manage their businesses.

Key Responsibilities
  • Work closely with Financial Advisors to provide key support in helping them build and manage their business.
  • Develop and execute a sales strategy to build awareness of our brand and products.
  • Represent Purpose Investments at client events and develop strong relationships with clients.
  • Take initiative in developing and/or participating in sales strategy development, building campaigns and other projects as required.
  • Develop and share ongoing best practices, sales and business development ideas and strategies with peers and their advisor relationships.
Requirements
  • Working knowledge of investment products, tools, and sales concepts.
  • Ability to network and build solid relationships with clients.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
About Purpose Unlimited

Purpose Unlimited is an independent financial services company with a focus on customer-centric innovation. We are committed to delivering technology-driven solutions that meet the evolving needs of our clients. Our team is passionate about making a positive impact and creating a vibrant culture that values entrepreneurialism.

We offer a comprehensive benefits package, including flexible work arrangements, comprehensive group health and dental benefits, and a Lifestyle Spending Account for all your wellness needs. We also provide training opportunities and tuition support to help you grow and develop in your career.