Financial Advisor

JobOverview

Brightview WealthManagement is a boutique wealth management financial planner firm.Our vision is to help clients accumulate wealth and achievefinancial success through distributing top tier financial productsand providing sound advice.

Partnering with hedge funds assetmanagement investment firms and insurance carriers we offerawardwinning products to match different clients suitableneeds.

As a Brightview Wealth ManagementFinancial Service Representative you will join the Toronto officeto implement sales and marketing strategies to help grow theclientele base.

Your core responsibility is to generate leadsthrough building personal and professional relationships. You willwork alongside other advisors issuers and the sales team to reachand exceed sales objectives.

In this role you will alsodevelop / consolidate your professional network to achievetargets.

Successful Financial ServiceRepresentatives will have the opportunity to grow their careerwithin the organization or affiliate partners.

This will take hardwork dedication commitment to ongoing learning professionaldevelopment and a passion for helping others.

Ifyou are meticulous have an analytical mind customeroriented wecertainly would like to have youonboard

Requirements

Musthave

• Abilityto analyze data and being able to provide suitable databasedrecommendations
• Excellent communicationpresentation and negotiation skills
• Outstandingcomputer knowledge and capability to operate databasesystems
• Attention to detail accuracy andability to explain complex detailsclearly
• Demonstrated passion for puttingclients first as well as success in handson targetdriven solutionsenvironment
• Drive and selfmotivation as wellas excellent communication skills and emotional intelligenceDigital literacy across a broad range of devices (i.

e. smartphonestablets laptops etc.)

• Personal flexibility towork flex hours
• Eagerness to learn anddetermination to succeed Confidence and ability to learn financialconcepts and willingness to obtain the Investment Funds in Canadaor the Canadian SecuritiesCourse

Nicetohave

• Trackrecord in building rapport and maintaining client relationshipswithin the financial service or retailindustry
• Background in financial services saleor retail sales marketing investments and / or businessdevelopment
• Mutual Funds / Insuranceaccreditation

Responsibilities

Asa Brightview Ambassador you will put clients first and findsolutions to their individual needs. You will champion theBrightview brand and drive business by supporting new clientacquisition and deepening existing relationships.

If you have theselfmotivation to deliver exceptional customer service and thrivein a targetbased performance environment you can build a greatcareer with us in future managing positions.

Yourdaytoday Responsiblitiesinclude :

• Proactively engage withclients in the branch and deliver an outstanding service experiencethrough completing transactions and by identifying opportunitiesfor advice solutions digital enablement and partnerintroductions
• Focus on education anddemonstration leverage technology to deliver a memorable clientexperience drive solutions and retain business
• Contribute to team results by listening andspotting opportunities to offer additional advice introduce clientsto the capability of BV partners or personally fulfil clientsolutions
• Proactively take ownership ofresolving and preventing clients problems providing leadership tothe team as a first point of contact.
• Cultivate and maintain relationships withpartners to work as one team
• Manage risks byadhering to compliance routines processes and controls to protectclient and shareholder interests while completingtransactions

Benefits

Wethrive on the challenge to be our best progressive thinking to keepgrowing and working together to deliver trusted advice to help ourclients thrive and communities prosper.

We care about each otherreaching our potential making a difference to our communities andachieving success that is mutual.

• Theopportunity to build a professional network
• Develop sales and marketing fundamental skillsets
• Dedicated personal support andcomprehensive training
• Grow an indepthunderstanding of a wide range of personal finance solutions
• Access to the investment team portfoliomanagers and affiliated partners
• Build a greatcareer with us as a future managing leader

Wedlike to hear from you. To learn more about a business opportunitythats flexible and rewarding and offers a chance for you to growpersonally thrive professionally and serve the community aroundyou.

Please note : For this opportunity you must be legally entitled to work in Canadaand the age of majority. Brightview Wealth Management FinancialService Representative role isfulltime.