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Dealing Representative

Location: Vancouver, Calgary

Details: Private Capital, CVC™ Market Point Inc.

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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.

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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.

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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

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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.

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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.

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©2024 by CareVest Group

Investment Fund Manager and Restricted Portfolio Manager

Exempt Market Dealer

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Investor Relations

1 (855) 278-3611

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Vancouver Office

Suite 1150, 510 Burrard St,

Vancouver, BC V6C 3A8

​(604) 632-9919​

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Calgary Office

Suite 1450, 555 4th Ave SW,

Calgary AB T2P 3E7​

(403) 509-0115

Disclaimer

 

This website is for information purposes only and the information contained herein is not an offer to sell or a solicitation of an offer to purchase any security. Any offerings of securities will be conducted by a registered dealer in specified jurisdictions using offering documentation prepared in accordance with applicable law. You should read those offering documents before making any investment decision as they will contain required disclosure regarding the offering terms, risks, conflicts of interest and other disclosure relevant to making an investment decision. Investment opportunities available through CareVest are only suitable for investors who are qualified to purchase the securities, are familiar with, and have the ability and willingness to accept the high risk associated with private investments.

Legal & Disclosure

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