Wealth Management Sales Executives

Stem Capital; Toronto; On-site; CAD 80,000 - 100,000; Part time

Job summary

A financial services firm in Toronto is looking for a Wealth Management Sales Executive to build relationships with high-net-worth clients. You will manage your own leads and work closely with clients to provide tailored financial solutions. The ideal candidate has over 5 years in financial services, a strong sales background, and a relevant degree. This part-time position offers the opportunity to engage with influential networks in the community.

Qualifications

• 5+ years of experience in financial services.
• Proven track record of achieving sales goals.
• Ability to deal with clients with investable assets of $500,000 or more.

Responsibilities

• Sell investment services to mid-to-high net worth individuals.
• Build high-quality client relationships within target market.
• Manage the sales process through closure.

Skills

Client relationship management

Sales and prospecting

Financial analysis

Networking

Education

Undergraduate degree or equivalent experience

Job description

Overview

Join to apply for the Wealth Management Sales Executives role at Stem Capital.

The incumbent will focus on selling investment services to mid-to-high net worth individuals primarily through face-to-face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the target market. The Sales Executive researches prospects' financial picture to develop an informed perspective on individual prospect and / or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our clients wealth. S / He will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. S / he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the firm for various activities (e.g. setting up accounts, facilitating transactions). S / he will represent personal financial planning in various business councils and task forces such as : personal fiduciary service, investment management, financial consulting as well as through visibility within the community by attending networking events and / or holding memberships within organizations which serve the target population in the market.

Desired Skills And Experience

The incumbent should possess 5+ years of related experience, preferably in financial services. Successful candidates must be able to deal with clients with investable assets of $500,000 or more, and have demonstrated a track record of sales success by achieving production goals. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect’s advisors. Undergraduate degree or equivalent experience is preferred.

Please email your resume and a cover letter to [e-mail].

Details

• Seniority level : Mid-Senior level
• Employment type : Part-time
• Job function : Finance and Sales