Regional Analyst (Brookfield Oaktree Wealth Solutions)
Regional Analyst (Brookfield Oaktree Wealth Solutions)
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Job Description
Location
Brookfield Place - 181 Bay StreetBusiness - 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
The Firm is seeking a Regional Analyst to join the Canadian Sales Private Wealth team in its Toronto office working closely with the Canadian sales team.
Responsibilities:
Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with private wealth partners (i.e. financial advisors tec.).
Analyze regional/product sales trends within participating broker/dealer firms and individual financial advisors.
Manage inbound calls from clients and prospective clients.
Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
Identify sales opportunities and advisor needs cross-sell ideas and introduce new concepts.
Develop and implement sales plan strategies for the various sales regions with the primary focus of prospecting new business.
Work with various departments/individuals within the organization to share best practices to help maximize sales opportunities for Canada.
Handle daily administrative tasks to ensure maximum business efficiency (i.e. updating and maintaining contact management system).
Qualifications & Requirements:
Bachelors degree or equivalent experience.
Curiosity about sales prior sales experience a plus.
A strong desire to learn about Capital Markets alternative investments mutual funds private equity and the impact of economic factors.
Consultative client first approach.
Strong written verbal and interpersonal communication skills.
A digital and data-driven approach.
Strong work ethic high integrity and strong values.
Motivated to achieve success personal growth and with the firm.
French speaking would be very additive.
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.Required Experience:
IC
Employment Type
Full-Time
