Senior Dealing Representative

Our client, a real estate development company and a unique cottage-focused resort developer and operator in Canada are carving a niche within the hospitality sector.  With over five resorts nationwide in various stages of development, they are dedicated to creating luxurious and tranquil retreats that offer unforgettable experiences.

Our client is expanding and is in search of a Senior Dealing Representative (thoughts on the title?)

The Role:

This person will be responsible for crafting and executing the investor growth strategy, acquiring new private client investors, fundraising, and developing and evaluating private investment opportunities.

As a key member of the team, you will be responsible for driving revenue growth through the identification and cultivation of new business opportunities. The ideal candidate will have a deep understanding of the private capital markets landscape, strategic thinking abilities, and a proven track record of success in capital raising within the private capital markets.

The Day to Day:

We are seeking a dynamic, entrepreneurial minded individual to lead sales/business development activities as a Senior Dealing Representative). In this role, you will:

• Be responsible for capital raising and sales promoting company funds to private investors.
• Collaborate closely with management teams to strategize and implement growth initiatives.
• Provide strategic guidance alongside their internal Investment Management team on new investment opportunities.
• Identify and assess new business opportunities in the private capital markets industry
• Develop and execute targeted strategies to drive revenue growth and increase market share
• Conduct market research and analysis to identify emerging trends and potential business opportunities
• Collaborate with cross-functional teams to develop tailored solutions for prospective clients
• Prepare and deliver compelling presentations to showcase their products and services
• Negotiate and close deals to meet and exceed revenue targets
• Act as a trusted advisor to clients, providing strategic insight and recommendations to help them achieve their business goals
• Assist clients in selecting suitable investments, conducting comprehensive Know Your Client (KYC) assessments.
• Oversee the review of investor KYC and suitability leveraging automated tools.
• Serve as the primary point of contact for clients, addressing inquiries in relation to account details, investments, transactions, and addressing any concerns or complaints.

What We’re Looking for in a Candidate

• 5-8 years of demonstrated leadership experience in sales/business development within the investment industry, with a preference for experience within private investment platforms.
• Experienced managing a fund or willingness to learn
• Proven experience in fundraising and maintaining strong relationships with potential clients, private investors, industry partners and internal stakeholders
• Proficiency in Microsoft Excel, PowerPoint, and Word (or Google Suite equivalent).
• Strong comprehension of financial markets and exposure to hospitality and wellness investments an asset.
• Excellent communication verbal and written, strong interpersonal skills
• Experience in analyzing data from Customer Relationship Management Systems (CRMs).
• Innovative thinker capable of extracting growth-oriented insights from client and industry data.
• Bachelor’s degree in finance, Economics, Business & Computer Science, or a related field.

REQUIRED: Completion of the Canadian Securities Course (CSC) or Exempt Market Proficiency (EMP) Course

We thank all applicants for their interest. We will however, only contact those whose skills and experience closely match our requirements for the position. Offers accommodation for applicants with disabilities in its recruitment processes. If you are contacted regarding a job opportunity, please advise our team if you require accommodation. Interested candidates please contact Stephanie Osbourne at (416) 945-6601 ext. 231 or forward your resumes to swilliams@collinsrecruit.com.