Avp, Inside Sales Consultant

Brookfield Asset Management

Toronto, Ontario, Canada
Base: $115,000 - $145,000; bonus/equity: not speci...
3-4 years financial services experience
Consultative sales with wealth intermediaries
Territory sales plan development
The role involves partnering with a Senior Vice President to build new relationships and enhance existing partnerships with financial advisors across key markets in Canada

Job Summary

  • The role involves partnering with a Senior Vice President to build new relationships and enhance existing partnerships with financial advisors across key markets in Canada.
  • Candidates must possess an in-depth knowledge of the Canadian Wealth Management landscape and convey technical knowledge of investment strategies.
  • Brookfield seeks team members who align with their Attributes of a Brookfield Leader: Entrepreneurial, Collaborative, and Disciplined.

Matching Summary

The role involves partnering with a Senior Vice President to build new relationships and enhance existing partnerships with financial advisors across key markets in Canada.

Salary

Base: $115,000 - $145,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 3-4 years financial services experience
  • Consultative sales with wealth intermediaries
  • Territory sales plan development
  • Investment analysis and market trends
  • Salesforce CRM data management

Nice-to-have

  • Entrepreneurial and collaborative mindset
  • Long-term focus on client objectives
  • Growth mindset with business-owner mentality
  • Strong presentation and communication skills
  • Ability to travel within Canada and US

Key Requirements

  • Minimum 3-4 years financial services experience
  • CFA or CAIA designation required
  • College degree or equivalent (MBA, CFP, CIM preferred)
  • Outstanding presentation and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter