Financial Advisor
Financial Advisor
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Job Description
Job Overview
Brightview Wealth Management is a boutique wealth management financial planner 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 awardwinning products to match different clients 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 Representatives 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.
If you are meticulous have an analytical mind customeroriented we certainly would like to have you onboard
Requirements
Musthave
- Ability to analyze data and being able to provide suitable databased recommendations
- Excellent communication presentation and negotiation skills
- Outstanding computer knowledge and capability to operate database systems
- Attention to detail accuracy and ability to explain complex details clearly
- Demonstrated passion for putting clients first as well as success in handson targetdriven solutions environment
- Drive and selfmotivation as well as excellent communication skills and emotional intelligence Digital literacy across a broad range of devices (i.e. smartphones tablets laptops etc.)
- Personal flexibility to work flex hours
- Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Nicetohave
- Track record in building rapport and maintaining client relationships within the financial service or retail industry
- Background in financial services sale or 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. You will champion the Brightview brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the selfmotivation to deliver exceptional customer service and thrive in a targetbased performance environment you can build a great career with us in future managing positions.
Your daytoday Responsiblities include:
- Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice solutions digital enablement and partner introductions
- Focus on education and demonstration leverage technology to deliver a memorable client experience drive solutions and retain business
- Contribute to team results by listening and spotting opportunities to offer additional advice introduce clients to the capability of BV partners or personally fulfil client solutions
- Proactively take ownership of resolving and preventing clients problems providing leadership to the team as a first point of contact.
- Cultivate and maintain relationships with partners to work as one team
- Manage risks by adhering to compliance routines processes and controls to protect client and shareholder interests while completing transactions
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. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.
- The opportunity to build a professional network
- Develop sales and marketing fundamental skill sets
- Dedicated personal support and comprehensive training
- Grow an indepth understanding of a wide range of personal finance solutions
- Access to the investment team portfolio managers and affiliated partners
- Build a great career with us as a future managing leader
Wed like to hear from you. To learn more about a business opportunity thats 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 fulltime.
Employment Type
Full Time
