Senior Financial Strategist

11 hours ago


Vancouver, British Columbia, Canada Accoravillage Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Accoravillage. As a key member of our leadership team, you will play a critical role in driving our financial growth and success.

Key Responsibilities
  • Solicit and receive orders for the purchase and sale of securities offered on a wholesale basis to financial advisors within the defined Sales Territory.
  • Conduct sales activities, including specific sales meetings, phone conversations, and email correspondence with clients and prospects within the Sales Territory.
  • Submit weekly activity reports to the Managing Director, National Sales and record sales activities using client relationship management software.
  • Collaborate with the Managing Director, National Sales and Business Development Manager to execute an annual territory business plan focused on long-term advisor relationships and driving sales results.
Requirements
  • Bachelor's degree in a related field.
  • ~5-7 years of sales experience in the financial services industry is an asset.
  • ~ Strong network of CIRO IIROC advisors and dealers.
  • ~ CIM, CFA, CFP, and MBA are assets.
  • ~ Professional working proficiency in Mandarin is required.
What We Offer

We offer a dynamic and entrepreneurial work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for finance and sales, we encourage you to apply for this exciting opportunity.



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