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Klopp Richardsand Associates
Dealing Representative, Calgary OR VancouverKlopp Richardsand Associates • Calgary, Alberta, Canada
Dealing Representative, Calgary OR Vancouver

Dealing Representative, Calgary OR Vancouver

Klopp Richardsand Associates • Calgary, Alberta, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

Our client a well-established alternative lending and investment group is seeking a Dealing Representative for their Calgary and Vancouver locations. As a Dealing Representative you will drive capital raising efforts by connecting high-net-worth accredited and institutional investors with a secure real estate-backed mortgage fund.

Core Responsibilities

  • Pipeline Development: Proactively source new investor leads and leverage your existing network to build strong client relationships.
  • Investment Advisory: Pitch the funds products simplify complex financial concepts and confidently address investor questions.
  • Compliance & Due Diligence: Manage client documentation meticulously to meet all regulatory and compliance standards.
  • Market Strategy: Stay ahead of real estate market trends and competitor products while consistently meeting or exceeding sales targets.

Required Qualifications

  • Credentials: Currently registered or willing to work towards being a certified Dealing Representative in Alberta or British Columbia (EMP; Exempt Market Proficiency Certificate requirement).
  • Experience: 3 years of proven success in investment sales financial services or real estate.
  • Skill Set: Goal-oriented and self-motivated with exceptional presentation skills and a solid grasp of private placement/mortgage fund regulations.

Why This Opportunity

  • A commission structure in-depth product training and ongoing backing for your professional development and immediate access to a deep pool of industry professionals and institutional clients.
For immediate consideration of this exciting opportunity please forward your updated cv to Coralie at quoting job posting 5568.

Klopp Richards & Associates would like to thank all applicants for their expressed interest in this position.

Required Experience:

Unclear Seniority


Employment Type : Full-Time
Experience: years
Vacancy: 1
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Dealing Representative, Calgary OR Vancouver • Calgary, Alberta, Canada

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