Investment Representative

2 weeks ago


Surrey, British Columbia, Canada CB Canada Full time
Job Summary:

CB Canada is seeking a skilled Dealing Representative to join our team. As a key member of our organization, you will be responsible for driving investment activities and meeting annual sales targets. This is an excellent opportunity for individuals with a passion for the investment world and a drive to succeed.

Key Responsibilities:
  • Develop and execute a strategy to meet annual sales targets and drive investment activities
  • Build and maintain relationships with investors and clients
  • Host industry events and engage in targeted communication to expand our investor base
  • Work closely with our team to identify and pursue new business opportunities

Requirements:

To be successful in this role, you will need:

  • A minimum of 4+ years of experience in a similar role within sales/business development and/or the investment industry
  • Excellent communication and interpersonal skills
  • A Bachelor's degree in finance or sales management

What We Offer:

CB Canada offers a competitive salary package, flexible working hours, and a range of benefits, including an RRSP program. If you are a motivated and results-driven individual with a passion for the investment world, we encourage you to apply for this exciting opportunity.



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