Dealing Representative
2 days ago
Why join us?
Gentai Capital Corporation has a 13-year track record of earning investors consistent above-average returns, specializing in residential and commercial mortgages nationwide.
We have established ourselves as a strong, conservative alternative investment firm, well-positioned to expand into new markets. As both an asset manager and a leading non-bank mortgage lender, we are committed to delivering high-quality alternative investments to investors while providing mortgage solutions to homeowners, developers, and real estate investors. Our continued growth is the result of a mindful approach and the exceptional talent of our team.
We work in a fluid and fast-paced environment that is in a complete growth mode – we are looking for motivated, self-starters to contribute to our vision to be a Top Alternative Investments Manager in Canada. Here is an amazing opportunity to build your career journey with us
This position is for hire under Gentai Asset Management Corp in Richmond, BC, reporting to the Managing Director.
Gentai Asset Management Corp. is an exempt market dealer ("EMD") registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.
The Position
Are you an experienced individual with strong entrepreneurship and inner drive to undertake the Dealing Representative role? Are you self-driven and a true entrepreneur at heart? Then this role is for you
This is a licensed Dealing Representative role responsible for building a new client base from the ground up by leveraging personal and professional networks. This includes driving new business development through strategic initiatives, cultivating and deepening client relationships, and managing the investment process with diligence, care, and professionalism. This role offers a base salary and uncapped performance-based incentives, with high performers earning significantly above base compensation.
The Dealing Representative is expected to have a solid understanding of High-Net-Worth client management, product offerings, the investor subscription process, and the compliance regulations governing Exempt Market Dealers. The ideal candidate is sales-driven, self-motivated, has a strong work ethic and a passion for networking, excelling at identifying and engaging potential investors to help grow the company's investment portfolio.
Key Responsibilities
- Strategic Investment Activities: Execute investment activities aligned with the company's business strategy and annual targets to maximize returns and achieve financial objectives.
- Annual Sales Target: Develop and implement a comprehensive sales strategy plan, to meet and exceed the annual sales target, ensuring sustained growth and profitability.
- Investor Relations: Direct and coordinate investor relations efforts, fostering strong relationships with existing investors and attracting new ones.
- Client Management- Retention: Manage a dynamic pipeline of prospects and core clients by regularly updating CRM and communicating regularly to provide market trends.
- Networking and Outreach: Expand the investor base through the organization of industry events via email communication, telephone, and sales presentations.
Job Requirements
- Must have the entrepreneurial spirit to manage and build new clients through your own network, prospecting, referrals, seminars, etc.
- Proven success in sales and business development, preferably in the investment industry with at least 2 years of related experience.
- Must be fluent in BOTH Mandarin and English
- Must have the Canadian Securities Course (CSC) or Exempt Market Proficiency Course (EMP) license before the start of employment.
- Strong communication and presentation skills
- CIM, CFP, and CFA will be an asset.
- Must be results-oriented and accountable for set targets.
- A degree in the areas of financial or sales management would be an asset.
Compensation Details
- Full-Time, Permanent Position
- Competitive Annual Salary and variable compensation
- Office-based position out of our Richmond location
- Extended Health Benefits are paid for 100% by the company
- RRSP matching
- Paid Vacation, Sick Leave and Personal Floating Days
Apply now If this career opportunity sounds like a great fit for you, please send a cover letter and resume. We look forward to your joining the Gentai team
Job Types: Full-time, Permanent
Pay: $50,000.00-$60,000.00 per year
Benefits:
- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
Application question(s):
- This role requires building a client base from the ground up. Do you have an existing network and a plan to actively develop new clients? Please provide a high-level response (2–3 sentences)
- Are you legally eligible to work in Canada? Yes/No
- Do you speak BOTH English and Mandarin fluently? Yes/No
- Do you have your CSC or EMP?
- Do you have recent experience working in a fast-paced corporate environment?
- Do you have 2 years of local, related financial/investment industry experience?
- Do you have a recent record of meeting sales and business development targets?
Work Location: In person
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