Why join us?
Gentai Capital Corporation has a 14-year track record of earning investors consistent above-average returns, specializing in residential and commercial mortgages nationwide. We have established ourselves as a strong and conservative alternative investment firm and are well-positioned to grow into new markets and expand our offer of great alternative investments to investors as an asset manager and provide mortgage solutions to homeowners, developers, and real estate investors as a leading nonbank mortgage lender. Our growth can be attributed to a mindful approach and a remarkable team.
We work in a fluid and fast-paced environment that is in a complete growth mode – we are looking for motivated, self-starters who want to contribute to our vision to be Top Alternative Investments Manager in Canada. Here is an amazing opportunity to build your career journey with us!
This position is for hire under Gentai Asset Management Corp in Richmond, BC, reporting to the Managing Director.
Gentai Asset Management Corp. is an exempt market dealer (“EMD”) registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.
The Position
We are seeking an experienced individual with strong entrepreneurship and inner drive to undertake the Dealing Representative role.
The right candidate is self-driven and a true entrepreneur at heart!
This role is for a licensed Dealing Representative (DR), responsible for managing an established client portfolio, driving growth through strategic initiatives, strengthening client relationships, and overseeing the investment process with the highest level of care and professionalism.
The Dealing Representative is expected to have a solid understanding of product offerings, the investor subscription process, and the compliance regulations governing Exempt Market Dealers. The ideal candidate is sales-driven, self-motivated, and dependable, with a strong work ethic and a passion for networking. They excel at identifying and engaging potential investors to help grow the company’s investment portfolio.
Key Responsibilities
- Strategic Investment Activities: Execute investment activities aligned with the company’s business strategy and annual targets to maximize returns and achieve financial objectives.
- Annual Sales Target: Develop and implement a comprehensive sales strategy plan, to meet and exceed the annual sales target, ensuring sustained growth and profitability.
- Investor Relations: Direct and coordinate investor relations efforts, fostering strong relationships with existing investors and attracting new ones.
- Client Management- Retention: Manage a dynamic pipeline of prospects and core clients by regularly updating CRM and communicating regularly to provide market trends.
- Networking and Outreach: Expand the investor base through the organization of industry events via email communication, telephone, and sales presentations.
Qualifications
- Must have the entrepreneurial spirit to manage and build clients through your own network, prospecting, referrals, seminars, etc.
- Proven success in sales and business development, preferably in the investment industry with at least 2 years of related experience
- Must be fluent in BOTH Mandarin and English
- Must have Canadian Securities Course (CSC) or Exempt Market Proficiency Course (EMP) license before the start of employment.
- Strong communication and presentation skills
- CIM, CFP, and CFA will be an asset.
- Must be results-oriented and accountable for set targets.
- A degree in the areas of financial or sales management would be an asset.
Ready to take the next step in your career?
