Dealing Representative

Job Responsibility:

At Enoch, we pride ourselves on our reputation. We are a Better Business Bureau (BBB) accredited company and have been voted as a Great Place To Work®. Partnering with some of the best companies in the Alternative Investment field, like Capital Direct, Avenue Living, Centurion, and Intercorp, you'll have access to top-tier opportunities to help your clients grow wealth and save taxes while being compensated for your efforts and grow your career. Join us today and take the first step toward a rewarding sales career in financial products! Job Overview Are you passionate about capital market? Do you enjoy exploring investment options and understanding high-level financial solutions? If yes, we are looking for Dealing Representatives to join our team. As a Dealing Representative, you will play a critical role in introducing clients a range of investment products. You will communicate with clients to understand their needs and help them achieve their financial goals.

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Key Responsibilities

• Responsible for conducting KYC (Know Your Client) checks on prospective clients
• Introduce suitable investment products to clients, address customer questions, and concerns while maintaining confidentiality and accuracy
• Act as a point of contact for frontline staff in handling customer problems
• Work closely with existing and prospective customers to review investment products, recommend suitable products based on their financial goals
• Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct
• Participate in KYP (Know Your Product) seminars and be knowledgeable about all investment products on our product shelf in a reasonable period of time and present them accurately to clients
• Strive to achieve and improve service level agreements and productivity targets
• Ensure documents are prepared consistently with relevant regulations and in a way that properly reflects business intentions
• Participate fully as a team member, build a positive and diverse work environment, assist and mentor others in the completion of work activities, and address communication issues efficiently
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Requirements

• Proficiency in Mandarin or Cantonese
• Post-secondary school diploma with over 1 year of relevant experience
• Completion/in-progress of CSC Course and/or EMP would be a plus
• Excellent customer service and strong relationship building abilities
• Entrepreneurial and collaborative spirit
• A self-initiator with strong organizational, planning, and time management skills
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Job Type: Freelance

Pay: Up to $150,000.00 per year

Additional pay:

• Commission pay

Benefits:

• Company events
• Employee assistance program
• Flexible schedule
• Profit sharing
• Work from home

Flexible language requirement:

• French not required

Experience:

• Insurance: 1 year (preferred)
• morgage: 1 year (preferred)
• realor: 1 year (preferred)

Language:

• Chinese (required)

Licence/Certification:

• Exempt Market Proficiency (preferred)
• CSC (preferred)
• CFA (preferred)

Work Location: Hybrid remote in North York, ON M2N 5Y7