Location

Brookfield Place - 181 Bay Street

Business - 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 form 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

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) and servicing Western
Canada.

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 Western 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

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 Position

Brookfield 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.