Bilingual Equipment Finance Associate Jobs

• Experience managing Assets Under Management (AUM) of $1+ million (an asset but not required)

100% Commission + Management Bonus

• Offer subject matter expertise to fellow Financial Advisors

•No industry experience as a Financial Associate required

• MFDA certification (an asset but not required)

• Bachelor’s Degree in Finance or related field (an asset but not required)

Must have 4 + years of private equity or asset management experience

Record journal entries for management fees and accruals

Specifics duties of the Associate, Finance include, but are not limited to:

To be considered for this role, our client is looking for someone with the following qualifications:

Perform fund administration for Partners

CPA, CA designation or in the program

Minimum two (02) years’ recent* related accounting or finance experience Or/ Equivalent combination of education, training, and experience.

Demonstrated proficiency in data entry and data management.

Assists with management of accounting equipment/supplies/data storage in a safe and efficient manner.

Advanced problem analysis and problem-solving skills.

Demonstrated working knowledge of computerized financial and accounting systems.

Demonstrated working knowledge of debits, credits, trial balances, and financial statements.

Must have 4 + years of private equity or asset management experience

Record journal entries for management fees and accruals

Specifics duties of the Associate, Finance include, but are not limited to:

To be considered for this role, our client is looking for someone with the following qualifications:

Perform fund administration for Partners

CPA, CA designation or in the program

Experience or interest in portfolio management, asset allocation, trading and risk management.

Strong computer skills; including extensive experience with Microsoft Office.

Assist in asset allocation and portfolio management decision-making.

Prepare/execute trading, settlement and portfolio-related reports for management.

Minimum 1 year of experience in finance or banking.

Experience with financial statement analysis, financial modeling and valuation.

Management experience is an asset

We are hiring passionate and dedicated associates to help families and individualscreate,build, andprotecttheir wealth throughfinancial education,investmentsand insurance.

Creative thinking and problem-solving skills in a fast-paced learning environment

Excellent communication and relationship-building skills

Compensation $50,000 to $150,000 per year

INDEPENDENT CONTRACTOR - 100% COMMISSION BASED ROLE

Proactively drive sales via the identification and qualification of new business prospects.

Advanced English and French Communication Skills.

Inside sales experience. Ability to make outbound calls and follow up on qualified leads.

Experience Cold Calling and Prospecting Preferred.

Experience in a Corporate office environment.

SAP/Sales Force or other CRM Experience.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

You're fluent in French and English to serve our clients in the community.

What You Need To Know

You have experience assembling proposals and making recommendations

You are a strong communicator. You have strong written and verbal communication skills

You have strong organizational skills with the ability to meet tight deadlines and demonstrated attention to detail

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You Need To Know