Dealing Representative

Looking for an exciting opportunity to help build a new agency from the ground up, where your contributions make a real difference? A global firm is expanding their operations to Canada and is seeking a motivated, entrepreneurial minded individual for the role of Financial Advisor / Dealing Representative for a Mutual Fund Dealer .

We are looking for representatives who deliver an exceptional customer experience in every interaction they have, understanding and analyzing each client’s situation to provide personalized solutions.

Key Responsibilities

• Build your own pipeline through prospecting, networking, and relationship management to actively grow, expand and maintain your portfolio of clients
• Develop and maintain strong client relationships through a thoughtful and thorough discovery process
• Advise clients on personalized investment solutions that will help achieve their long-term goals by providing tailor‑made...