Regional Analyst (Brookfield Oaktree Wealth Solutions)

Brookfield; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading global alternative asset manager seeks a Regional Analyst in Toronto to enhance client relationships and drive sales in the private wealth sector. This role involves analyzing sales trends and conducting calls with financial advisors while developing tailored strategies for prospecting new business opportunities.

Qualifications

• Bachelor’s degree or equivalent experience.
• Prior sales experience a plus.
• Strong desire to learn about Capital Markets and private equity.

Responsibilities

• Analyze regional/product sales trends.
• Conduct sales calls with financial advisors.
• Develop sales plan strategies to prospect new business.

Skills

Communication

Sales

Curiosity

Analytical thinking

Education

Bachelor’s degree

Job description

Regional Analyst (Brookfield Oaktree Wealth Solutions) page is loaded

Regional Analyst (Brookfield Oaktree Wealth Solutions)

Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2044195

Location

Brookfield Place - 181 Bay Street

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

The Firm is seeking a Regional Analyst to join the Canadian Sales Private Wealth team in its Toronto office, working closely with the Canadian sales team.

Responsibilities:

• Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with private wealth partners (i.e. financial advisors, tec.).

• Analyze regional/product sales trends within participating broker/dealer firms and individual financial advisors.

• Manage inbound calls from clients and prospective clients.

• Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals.

• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.

• Develop and implement sales plan strategies for the various sales regions with the primary focus of prospecting new business.

• Work with various departments/individuals within the organization to share best practices to help maximize sales opportunities for Canada.

• Handle daily administrative tasks to ensure maximum business efficiency (i.e., updating and maintaining contact management system).

Qualifications & Requirements:

• Bachelor’s degree or equivalent experience.

• Curiosity about sales, prior sales experience a plus.

• A strong desire to learn about Capital Markets, alternative investments, mutual funds, private equity, and the impact of economic factors.

• Consultative, client first approach.

• Strong written, verbal, and interpersonal communication skills.

• A digital and data-driven approach.

• Strong work ethic, high integrity, and strong values.

• Motivated to achieve success, personal growth and with the firm.

• French speaking would be very additive.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.

Who We Are

Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit.

Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world—including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors.

Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.