Manager, Wealth Management - Partner - Gulf & Fraser Financial Group
By Aviso Wealth At Burnaby, British Columbia, Canada
Minimum 5 years’ progressive experience in the securities and banking industry including success in a wealth management advice and sales role
Partners with Branch Managers to increase Wealth Management penetration amongst Gulf & Fraser’s membership.
Leads and/or participates in Gulf & Fraser sponsored educational seminars and information sessions.
MFDA and IIROC compliance experience is an asset
Completion of Branch Compliance Manager Program, Canadian Securities Course and Conduct and Practices would all be assets
Demonstrated experience managing a sales team
Project Manager - Project Manager - Pre-Con Sales Management
By Harbour Marketing At Greater Toronto Area, Canada
Minimum of 2 years’ experience in pre construction sales project management
Strong time management and problem-solving skills
Strong proficiency with market sales management platforms such as: (Blackline, Spark, Sale Fish)
Exceptional oral and written presentation skills to facilitate internal communication and being the “external face” of the company.
Demonstrated experience managing multiple duties concurrently with frequently changing priorities and deadlines.
Build and lead sales team with lead generation, nurturing, conversion, closing, sales contract administration, and ongoing customer service