Dealing Representative (Vancouver)

Dealing Representative (Vancouver)

02 Nov
|
STRIVE Recruitment
|
Vancouver

02 Nov

STRIVE Recruitment

Vancouver

About Us

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations, and Technology. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.

The Role

STRIVE Recruitment is partnering with a growing Canadian investment firm specializing in real estate-backed mortgage investments to recruit an entrepreneurial and results-driven Dealing Representative.

As the organization's sole sales representative, you will take ownership of business development, investor acquisition, and relationship management, working with high-net-worth individuals, accredited investors, and institutional clients.

This opportunity is ideal for a self-motivated professional who thrives on autonomy, enjoys building relationships, and is comfortable supporting marketing, events, and operational initiatives. The position offers a competitive base salary plus 1% commission with uncapped earning potential.

Responsibilities

Sales & Business Development

- Develop and execute sales strategies to attract new investors and grow the organization's investment portfolio.
- Identify, prospect, and build relationships with high-net-worth individuals, accredited investors, and institutional clients.
- Leverage existing professional networks while proactively sourcing new business opportunities through referrals, networking, and direct outreach.
- Manage the full sales cycle, from initial prospecting and investor engagement through to closing and ongoing relationship management.
- Present and explain real estate-backed mortgage investment products, communicating their structure, potential benefits, and associated risks.




- Establish and achieve monthly and annual sales targets while identifying opportunities for continued revenue growth.
- Act as the primary point of contact for prospective and existing investors, ensuring a professional and responsive client experience.

Investor Relations & Compliance

- Develop and maintain strong, long-term relationships with investors through regular communication and ongoing engagement.
- Ensure investor documentation, due diligence, and onboarding requirements are completed accurately and in accordance with applicable regulatory standards.
- Maintain a thorough understanding of mortgage investment products, market conditions, industry trends, and competing investment opportunities.
- Communicate complex investment information clearly and effectively to prospective investors.
- Maintain accurate records of investor interactions, sales activities, and pipeline development.

Marketing, Events & Operational Support

- Coordinate investor events, networking opportunities, and business development initiatives to increase brand awareness and generate recent leads.
- Manage event planning and logistics, including scheduling, coordination, and follow-up activities.
- Support the organization's social media presence and marketing initiatives to strengthen investor engagement and market visibility.
- Assist with the development and coordination of marketing materials, presentations, and investor communications.
- Provide administrative support related to sales activities,



investor relations, and general business operations.
- Identify opportunities to improve sales processes, operational efficiencies, and overall business development strategies.

Requirements

- A minimum of 3 years of sales experience, ideally within investment sales, real estate, financial services, or a related industry.
- Registered as a Dealing Representative with the applicable securities regulatory authority in British Columbia or Alberta, or eligible to obtain registration.
- Demonstrated success in business development, investor acquisition, relationship management, and achieving sales targets.
- An entrepreneurial mindset with the confidence and initiative to independently develop and manage a sales function.
- An established professional network and the ability to cultivate relationships with high-net-worth individuals, accredited investors, and institutional clients.
- Strong interpersonal, communication, negotiation, and presentation skills.
- Ability to explain complex financial products and investment opportunities clearly and professionally.
- Strong organizational and time management skills, with the ability to balance sales activities, investor relationships, marketing initiatives, and administrative responsibilities.
- Experience with event coordination, marketing, or social media management would be considered an asset.
- Familiarity with securities regulations, mortgage investment funds, private placements, and related compliance requirements is preferred.
- Self-motivated, results-oriented, and comfortable working autonomously in a growing organization.
- Ability to take ownership of business development initiatives while collaborating with organizational leadership to support long-term growth.

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📌 Dealing Representative (Vancouver)
🏢 STRIVE Recruitment
📍 Vancouver

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