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Financial Services Representative

1 month 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 expert advice and top-tier financial products. Our team of professionals partners with hedge funds, investment firms, and insurance carriers to offer award-winning solutions that meet our clients' unique needs.

As a Financial Services Representative at Brightview Wealth Management, you will join our Toronto office to implement sales and marketing strategies that drive growth and client acquisition. Your core responsibility is to build personal and professional relationships with clients, identifying opportunities for advice and solutions. You will work closely with other advisors, issuers, and the sales team to reach and exceed sales objectives.

Successful Financial Services Representatives will have the opportunity to grow their careers within the organization or affiliate partners, developing their professional network and achieving targets. We are looking for individuals who are meticulous, analytical, and customer-oriented, with a passion for helping others.

Requirements

Must have

  • Ability to analyze data and provide suitable 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 and 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 service 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 at 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. 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 the future, managing positions.

Your day-to-day responsibilities 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
  • Develop sales and marketing fundamentals
  • 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.