About the role
Location
Brookfield Place - 181 Bay Street
Business - Brookfield Oaktree Wealth Solutions
Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.
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 (Canada). Reporting to the head of the Canadian business, the role is based in Toronto, Ontario, Canada and would be supporting a Vice President, Client Relationship Management (external sales) servicing financial intermediaries in Ontario and Manitoba.
As a key member of the Internal Sales Desk, the Inside Sales Consultant will partner with the Vice President, Client Relationship Management to build new relationship, as well as enhance existing partnerships. The objective will be to increase market share and brand awareness of Brookfield and Oaktree products offered in Canada.
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 investment 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, and key competitor information.
- Update daily call activities and maintain accurate client and prospective client 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, or CIM).
- In depth knowledge of the Canadian Wealth Management and Asset Management landscape.
- Outstanding presentation and communication skills.
- Strong work ethic, and high integrity.
- 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 communication, and interpersonal skills.
- 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.
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.
About Brookfield
Brookfield is a leading global investment firm that invests on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth. Our origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.
To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com.
About the role
Location
Brookfield Place - 181 Bay Street
Business - Brookfield Oaktree Wealth Solutions
Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.
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 (Canada). Reporting to the head of the Canadian business, the role is based in Toronto, Ontario, Canada and would be supporting a Vice President, Client Relationship Management (external sales) servicing financial intermediaries in Ontario and Manitoba.
As a key member of the Internal Sales Desk, the Inside Sales Consultant will partner with the Vice President, Client Relationship Management to build new relationship, as well as enhance existing partnerships. The objective will be to increase market share and brand awareness of Brookfield and Oaktree products offered in Canada.
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 investment 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, and key competitor information.
- Update daily call activities and maintain accurate client and prospective client 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, or CIM).
- In depth knowledge of the Canadian Wealth Management and Asset Management landscape.
- Outstanding presentation and communication skills.
- Strong work ethic, and high integrity.
- 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 communication, and interpersonal skills.
- 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.
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.
About Brookfield
Brookfield is a leading global investment firm that invests on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth. Our origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.
To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com.