Wealth Management Professional

1 week ago

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

Brightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.

As a Brightview Wealth Management Financial Service Representative, you will join our Toronto office to implement sales and marketing strategies, growing our client base through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives.

Successful Financial Service Representatives will have the opportunity to grow their careers within our organization or affiliate partners, requiring hard work, dedication, commitment to ongoing learning, and a passion for helping others.

Key responsibilities include generating leads, developing and consolidating professional networks, working with partners, and managing risks to protect client and shareholder interests.

Requirements

Must-have

  • Ability to analyze data and provide suitable database recommendations
  • Excellent communication, presentation, and negotiation skills
  • Outstanding computer knowledge and ability 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 hands-on, target-driven solutions environment
  • Drive and self-motivation, along with 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, retail sales, marketing, investments, and/or business development
  • Mutual Funds/Insurance accreditation
Responsibilities

As a Brightview Ambassador, you will put clients first and find solutions to their individual needs, championing the Brightview brand and driving business by supporting new client acquisition and deepening existing relationships.

Your day-to-day responsibilities include proactively engaging with clients, delivering an outstanding service experience, and identifying opportunities for advice, solutions, and partner introductions.

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.

  • The opportunity to build a professional network
  • Develop sales and marketing fundamental skill sets
  • 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 as a future managing leader

We'd like to hear from you. To learn more about a business opportunity that's flexible and rewarding, offering a chance for you to grow personally, thrive professionally, and serve the community around you.

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