University degree in Finance or equivalent industry education (CFP or CIM designation is a great asset)
EXPERIENCE AND SPECIFIC SKILLS
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Minimum of 5 years wholesaling or advisor experience in the retail financial services industry, including previous sales and client service experience utilizing mutual funds, ETF’s, alternative funds, and other products.
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A minimum of 10 years of experience in the Investment industry, in sales and service related areas.
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Business planning skills is an asset.
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Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results.
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Excellent English verbal, written communication, and presentation skills.
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Self-motivated with strong self-management ability.
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Capable of applying information about the economy, competitor products and services and other financial information to influence sales.
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Strong influencing and negotiation skills.
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Self-starter and organized.
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Available to travel and flexible for unusual work schedules (valid drivers’ licence)
Thank you for your consideration.
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age, and gender.
