Regional Analyst (Brookfield Oaktree Wealth Solutions)

Brookfield; Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

Brookfield Oaktree Wealth Solutions is seeking a Regional Analyst to join its Canadian Sales Private Wealth team in Toronto. The role involves developing new relationships with financial advisors, analyzing sales trends, and implementing sales strategies, all while fostering a consultative approach.

Qualifications

• Prior sales experience is a plus.
• Strong desire to learn about capital markets and investments.
• French speaking skills would be highly advantageous.

Responsibilities

• Develop and prospect new relationships with private wealth partners.
• Analyze regional and product sales trends.
• Manage inbound calls from clients and prospective clients.

Skills

Communication

Sales

Analytical Skills

Curiosity about sales

Client-first approach

Digital and data-driven approach

Job description

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 where 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 aims to support the financial intermediary community and bring 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 across the country to develop and prospect new relationships with private wealth partners (e.g., financial advisors).
• Analyze regional and 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 telephone with financial advisors and other licensed professionals.
• Identify sales opportunities, advisor needs, cross-sell ideas, and introduce new concepts.
• Develop and implement sales plan strategies for various regions, focusing on prospecting new business.
• Collaborate with various departments within the organization to share best practices and maximize sales opportunities for Canada.
• Handle daily administrative tasks to ensure business efficiency (e.g., updating contact management systems).

Qualifications & Requirements:

• Curiosity about sales; prior sales experience is a plus.
• A strong desire to learn about capital markets, alternative investments, mutual funds, private equity, and 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 and personal growth within the firm.
• French speaking skills would be highly advantageous.

Brookfield is committed to maintaining a positive, safe, and respectful work environment. We do not tolerate discrimination, violence, or harassment. We are dedicated to creating an accessible and inclusive organization, providing barrier-free employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. If accommodations are needed during the recruitment process, please inform us when contacted, and we will work to meet your needs.

Required Experience:

Key Skills