Location
Brookfield Place - 181 Bay StreetBusiness - Private Wealth
Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.
Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.
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
We are seeking an Inside Sales Consultant to join the Client Relationship Management with Brookfield Oaktree Wealth Solutions. The role is based in Toronto, Ontario, Canada and would be supporting a Vice President, Client Relationship Management (Wholesaler).
As a key member of the Internal Sales Desk, the Inside Sales Consultant will partner with the Vice President, Client Relationship Management (external sales) to build new relationship, as well as enhance existing partnerships, with financial advisors across key markets in Canada. The objective will be to increase market share and brand awareness of Brookfield and Oaktree products offered in Canada; an integral part of furthering the client journey and attaining both revenue and profitability goals.
Responsibilities
Collaborate with the Vice President, Client Relationship Management to develop and implement a territory sales plan
Conduct consultative, relationship-building sales calls with financial advisors and other licensed professionals
Advance the sales process by coordinating meetings and presentations (examples of meetings include face-to-face meetings, conference calls, and client seminars, etc.).
Respond to ad-hoc requests for information and conduct investment analysis as needed.
Convey technical knowledge of the firms’ investment strategies and maintain a comprehensive understanding of market trends
Update daily call activities and maintain accurate advisor records within Salesforce on a
timely basis.
Qualifications & Requirements
Minimum of 3-4 years of experience in the financial services industry.
College degree or equivalent experience required (MBA, CFA, CFP, & CIM)
In depth knowledge of the Canadian Wealth Management and Asset Management landscape
Outstanding presentation and communication skills
Strong work ethic, high integrity and strong values
Motivated to achieve success and grow with the firm
Consultative, client first approach, delivering solutions, not products, to meet needs and get results
Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities
Advanced Microsoft Office skills (Word, Excel, PowerPoint); knowledge of Salesforce CRM,
Seismic, eVestment and Morningstar Direct a plus
Additional Requirements
Ability to travel within Canada and to the U.S
Salary Range: $100,000 - $120,000
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
Position Opening Reason:
New PositionBrookfield 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.Top Skills
What We Do
Brookfield is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $850 billion in assets under management, and over 100 years’ experience as an owner and operator, we put our own capital to work in virtually every transaction, aligning interests with our partners and investors, and bringing the strengths of our operational expertise, global reach and large-scale capital to bear in everything we do. To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com. Phishing and Fraudulent Websites Warning Please be aware of the misuse of the Brookfield name and brand by individuals and groups fraudulently publishing fake websites and engaging in “phishing” scams that seek personal or confidential information from potential job candidates. This includes the posting of fake Brookfield job offers on LinkedIn and other career sites. You can find more details on what to look out for and how to report potentially fraudulent activity at https://www.brookfield.com/web-fraud-and-phishing-warning.
