Senior Dealer Representative

About the Position:

In this role, you will be responsible for developing new
direct investor business from private clients;
individual members of the investing public who invest their own capital. Reporting to the VP, Capital Markets, the Senior Associate role is a licensed Dealing Representative and responsible for developing new private client business. The Senior Associate is expected to be knowledgeable about Equiton's real estate-based product offerings, the investor subscription process, Exempt Market Dealer compliance regulations and requirements, and must have the ability to effectively assess investor suitability.

You must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. Superior sales and client service skills are a must. Successful candidates must also have a strong character with a desire to take care of investors and clients. The reputation of the firm with its partners, clients and regulators is paramount.

Key Responsibilities:

• Responsible for developing a book of clients - firm will provide support in setting up meetings with potential clients.
• Identify and pursue new business opportunities through proactive outreach and networking.
• Develop and maintain strong relationships with existing clients, ensuring high levels of satisfaction and retention.
• Conduct thorough market research to understand client needs and tailor solutions that align with their financial goals.
• Prepare and deliver compelling sales presentations and proposals to potential clients.
• Collaborate with internal teams, including investment and marketing, to ensure cohesive messaging and strategy execution.
• Monitor industry trends and competitor activity to identify opportunities for growth and differentiation.
• Achieve and exceed individual sales targets, contributing to the overall success of the sales team.
• Develop an excellent understanding of approved investment products.
• Participate in corporate events as required.

What You Bring:

• Ideally 5+ years of sales experience in business, insurance, real estate, or some other professional sales capacity, etc. selling directly to individual investors.
• Good business and financial sense – interest in and a passion for real estate, finance, and the economy, investing and wealth creation.
• Excellent networking, people and selling skills.
• Ability to understand and solve problems for clients.
• Strong client service skills and the ability to confidently manage client interactions.
• High performance standards and ability to put the time in to achieve results.
• An entrepreneurial spirit and desire to work hard and consistently improve.
• Desire to bring credible, proven, long-term wealth solutions to clients.
• The firm will provide assistance with licensing and technical product training.
• Completion of Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency (EMP) course is required prior to start date.
• A post-secondary degree in Finance or Business, or equivalent business experience.

This is an in-office position located at our Head Office in Burlington, ON.

Predictive Index:

As part of our hiring process, candidates complete two short assessments from Predictive Index:

• A
  Behavioural Assessment
  (5–10 minutes, untimed) to understand your work and communication style.
• A
  Cognitive Assessment
  (12-minute timed) to measure learning and problem-solving abilities.

These are not tests of intelligence or experience, they simply help us understand how you work best.

Start the Behavioural Assessment here: click here

After completing the first assessment, you'll receive an email with instructions for the second assessment.

About Us

Founded in 2015, Equiton is one of Canada's fastest-growing private equity firms, helping Canadians build wealth through high-quality real estate investments. Our mission is to make private real estate accessible to more Canadians, and our team is the driving force behind our success.

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Why Equiton?

Our culture is built on integrity, accountability, and innovation. We empower our team to take initiative, think independently, and grow personally and professionally. To learn more about our core values, click here.

Our Commitment to Diversity, Equity & Inclusion

We're an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We're happy to help. Only those selected for an interview will be contacted.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.