Dealing Representative
Location: Vancouver, Calgary
Details: Private Capital, CVC™ Market Point Inc.
​
As a Dealing Representative, you will be responsible for sourcing, engaging, and managing relationships with high-net-worth individuals, accredited investors, and institutional clients. Your role will be essential in helping clients understand the value and security of investing in our real estate-backed mortgage fund.
​
Responsibilities
Client Acquisition & Relationship Building: Develop a pipeline of qualified investor leads, leveraging your existing network and sourcing new leads through various channels.
-
Investment Sales: Present, explain, and recommend the fund’s products to potential investors, answering questions and addressing concerns.
-
Due Diligence: Ensure all client information and required documentation is complete, accurate, and in compliance with regulatory requirements.
-
Market & Product Knowledge: Maintain a thorough understanding of real estate investment products, market trends, and competitor offerings.
-
Sales Targets: Consistently achieve or exceed monthly and annual sales targets.
Qualifications
Licensing: Registered as a Dealing Representative with the securities regulatory authority in British Columbia or Alberta or eligible to become registered.
-
Experience: 3+ years in sales, with a proven track record in investment sales, real estate, or financial services.
-
Communication Skills: Strong interpersonal and presentation skills, with the ability to simplify complex information for clients.
-
Sales-Driven: Motivated, goal-oriented, and able to work both independently and as part of a collaborative team.
-
Regulatory Knowledge: Familiarity with the rules and regulations governing mortgage funds and private placements is preferred.
​
Benefits
-
Competitive commission structure with uncapped earnings potential
-
Comprehensive training on our fund products and support for professional development
-
Access to a robust network of industry professionals and institutional clients
​
How to Apply
Interested candidates are encouraged to submit their resume and cover letter to HR@cvcmarketpoint.com. Please include "Dealing Representative Application" in the subject line.
​
This role is an exceptional opportunity for high-achieving sales professionals with a passion for real estate investments to take their career to the next level in a fast-growing mortgage fund.