Financial Service Representative
Brightview Advisory
Toronto, ON

Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advise. Partnering with hedge fund, asset management, investment firms, and insurance carriers, we offer award winning products to match different client’s suitable needs.

As a Brightview Wealth Management Financial Service Representative, you will join the Toronto office to implement sales and marketing strategies to help grow the clientele base. Your core responsibility is to generate leads through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives. In this role, you will also develop/consolidate your professional network to achieve targets.

Successful Financial Service Representativewill have the opportunity to grow their career within the organization or affiliate partners. This will take hard work, dedication, commitment to ongoing learning, professional development, and a passion for helping others.

As a Brightview Wealth Management Financial Service Representative, you’ll benefit from:

  • The opportunity to build a professional network
  • Develop sales and marketing fundamental skillsets
  • Dedicated personal support and comprehensive training
  • Grow in-depth understanding of a wide range of personal finance solutions
  • Access to the investment team, portfolio managers, and affiliated partners

Qualifications

If you have a background in:

  • financial services,
  • sale or retail sales,
  • marketing,
  • investments,
  • and/or business development

We’d like to hear from you. To learn more about a business opportunity that’s flexible and rewarding, and offers a chance for you to grow personally, thrive professionally and serve the community around you.

Please note: For this opportunity, you must be legally entitled to work in Canada, and age of majority. Brightview Wealth Management Financial Service Representativerole is full-time.

Job Types: Full-time, Contract, Commission

Salary: $30,000.00 to $150,000.00 /year

Job Types: Full-time, Contract, Commission

Salary: $30,000.00 to $150,000.00 /year

Experience:

  • sales: 1 year (Preferred)
  • financial service: 1 year (Preferred)

Education:

  • Secondary School (Preferred)

Licence:

  • Driver's Licence (Preferred)
  • IFIC, CSC, EMP, LLQP, RIBO (Preferred)

Language:

  • Mandarin (Preferred)