Dealing Representative
At Parvis, our mission is to democratize real estate investing through an innovative platform that connects property developers with accredited investors. We are reshaping the landscape of real estate investment by providing capital solutions to our partnered developers. Collaborating with established and reputable property developers across North America, we curate high-caliber residential, commercial real estate projects and funds for our clients. Through our user-friendly digital platform, we facilitate liquidity by enabling investors to trade on Canada's first secondary market.
Key Accountabilities
Parvis is seeking a dynamic and highly motivated Dealing Representative to join the Private Capital Markets team to spearhead the sales of exclusive private equity real estate opportunities to high net-worth individuals. As a licensed Dealing Representative (DR), you will play a pivotal role in fostering strong relationships with accredited investors, presenting investment opportunities with professionalism, and ensuring the protection of the Parvis brand and its partners throughout the client journey.
Parvis offers a hybrid office culture, with team members that work regularly in offices across the Greater Toronto Area and Vancouver. We are open to candidates from across Canada, especially if they have relevant experience.
Requirements
- Working with the Head of Growth, you will be responsible for expanding the network of accredited investors, effectively communicating available investment opportunities, and successfully securing investments into our diverse portfolio of products.
- Nurturing and managing client relationships over time to ensure long-lasting partnerships while safeguarding the integrity of the Parvis brand.
- Engaging with investors to provide clear and concise information about industry and economic trends, deal financials and structuring (including return analysis), investment performance, as well as individual investment and portfolio risk.
- Articulating Parvis offerings to investors and efficiently managing the completion and submission of all required documents on our simple-to-use platform.
- Networking at events, dinners, lunches, etc to build a strong pipeline of potential clients
- Complying with all company processes and adherence to "Know Your Customer (KYC)" procedures to ensure client suitability for investments.
- Demonstrating a comprehensive understanding of individual transactions through adherence to "Know Your Product (KYP)" procedures, thereby understanding the structure and complexity of each investment.
Competitive base salary plus commission.
Responsibilities
- Completion of the Canadian Securities Course (CSC) or Exempt Market Proficiency (EMP) Course prior to the start date
- A minimum of 3 years of experience in a client-facing capacity within the financial services or real estate industries, with a proven track record of exceeding customer acquisition targets
- Demonstrated ability to deliver exceptional customer service and effectively communicate investment details to potential investors
- Proven track record of delivering against sales targets
- Proven ability to develop, manage and close a sales pipeline
- Networking skills, including attending and/or hosting events, dinners, lunches etc to build relationships with potential clients
- Possess outstanding interpersonal skills, enabling confident interactions with investors and issuers alike.
- Quick adaptability to new software such as databases, CRMs, and online deal rooms.
- Strong entrepreneurial drive with a proactive approach and sound judgment.
- Capable of working independently and displaying excellent organizational skills to prioritize and manage multiple tasks effectively
- Experience in the real estate industry is considered an asset
- A network of high net worth investors is a definite advantage