Financial Services Representative

**About Brightview**

Brightview Wealth Management is a boutique wealth management firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer award-winning products to match different client’s suitable needs.

As a Brightview Wealth Management Financial Service Representative, you will join the Toronto office to implement sales and marketing strategies to help grow the clientele base. Your core responsibility is to generate leads through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives. In this role, you will also develop/consolidate your professional network to achieve targets.

Successful Financial Service Representative will have the opportunity to grow their career within the organization or affiliate partners. This will take hard work, dedication, commitment to ongoing learning, professional development, and a passion for helping others.

**About the Role**

Are you passionate about helping Canadians to improve their financial wellbeing, and protect their financial future?

Are you a high achieving business builder who's ready to manage your own financial service business and practice?

Are you thrilled to cultivating long-term relationship with clients, and make a difference in your community?

Become a Brightview Wealth Management Financial Service Representative and achieve all.

**Join us, and you’ll benefit from**:

- The opportunity to build a professional network
- Develop sales and marketing fundamental skillsets
- 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

**You are responsible for**:

- Identify your niche markets by networking, cross selling, and referrals
- Meeting with your clients in and out of the office, working with them to provide a holistic wealth management solution
- Achieving goas that will allow for **uncapped commissions** and other incentives
- Prioritizing tasks, being accountable for your daily activities, and driving your business

**To join us, you need to**:

- Have a background in financial services, sale or retail sales, marketing, investments, and/or business development
- Possess or willing to obtain a Life Insurance license, a Mutual Fund license and/or EMD license and/or General Insurance license is considered an asset
- Completion of or working towards an accredited Financial Planning Designation(s) is considered an asset
- Strong communication and people skills and experiences

**To be Successful, you need to**:

- Be active in your community
- Have an innovative mindset with a client centric focus
- Be able to influence or persuade others to adopt a specific course of action

What Brightview offers you:

- Support by our advanced wealth management experts
- Specialized internal training
- Internal resource to support marketing, events, and advertising needs
- Competitive compensation package and incentive programs

If this is what you are looking for in your career, 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.

**Job Types**: Full-time, Contract, Permanent

**Job Types**: Full-time, Commission

**Salary**: $0.00 to $18.00 /hour

Pay: From $50,000.00 per year

Additional pay:

- Commission pay

**Benefits**:

- Company events
- Flexible schedule

Flexible language requirement:

- French not required

Schedule:

- Day shift

Ability to commute/relocate:

- North York, ON M3B 3K4: reliably commute or plan to relocate before starting work (preferred)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Sales and Marketing: 1 year (preferred)
- Financial Planning: 1 year (preferred)

Licence/Certification:

- LLQP (preferred)