Senior Associate/Associate Financial Advisor - Private Investment Fund Sales (Private Equity Real Estate) - Burlington, ON Office

About Equiton:

Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We’ve discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:

Reporting to the Associate VP, Capital Markets, the Senior Associate/Associate role is a licensed Dealing Representative and responsible for developing new private client business. The Associate is expected to be knowledgeable about Equion’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.

One must be an ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales success. You will be primarily responsible for developing new private client business from the investing public. 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.

• Successful candidates must be able to work daily out of Equiton's head office in Burlington, ON. This is not a remote work position and one will have to report to the office daily.

Key Functions and Responsibilities:

• Assist the Associate VP in developing a pipeline of business through various sources
• Gain a strong understanding of sales strategies, processes and how to achieve strong sales results and, in time, put these skills into practice
• Work with the Associate VP to identify opportunities to grow and advance the business
• Understanding client needs & objectives and transitioning them to the firm's solutions and products
• Achieving monthly and annual sales targets
• Developing an excellent understanding of approved investment products
• Assisting with client inquiries, investment sales and other duties as assigned
• Participating at corporate events as required.

Required Skills and Abilities:

• Excellent sales and networking skills.
• Completion of or working towards the completion of the Canadian Securities Course (CSC) or the IFSE Exempt Market Proficiency Course.
• Strong client service skills and the ability to confidently handle client interactions.
• A post-secondary degree or equivalent business experience.
• 1 to 2 years+ experience in the financial services or real estate investment sales, in a client facing capacity. Have a strong understanding of the investment world (registered account types, mutual funds etc.)
• 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.

Compensation:

• Competitive earning structure comprised of a base salary and bonus. Excellent opportunity for rapid career advancement at a growing company for those that excel in the role.

Our Commitment to Diversity, Equity and Inclusion:

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Job Types: Full-time, Permanent

Salary: $80,000.00-$110,000.00 per year

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care
• Wellness program

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Application question(s):

• Are you able to work daily form the company's head office in Burlington, ON?

Experience:

• financial investment sales: 2 years (required)

Licence/Certification:

• CSC or IFSE (preferred)

Work Location: In person

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