Investor Relations Specialist at Blue Pearl Mortgage Group
Surrey, BC V3S 5J9, Canada -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

40000.0

Posted On

04 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Presentation Skills, Financial Services, Completion

Industry

Marketing/Advertising/Sales

Description

WHO WE ARE

At Blue Pearl, we’re more than just a mortgage brokerage — we’re an award-winning national financial services leader. Since 2014, we’ve been committed to delivering innovative, client-focused mortgage and financial solutions across Canada.

Our dedication to excellence, ethics, and innovation has earned us national recognition, including:

  • CMA Mortgage Employer of Choice 2023
  • Mortgage Awards of Excellence – Best National Full-Service Brokerage 2023
  • RFA Award for Excellence in Philanthropy and Community Service 2023

As part of our continued growth, we’re expanding our Investments Division. The Blue Pearl Mortgage Investment Corporation (MIC) focuses on thriving markets and targets sectors often overlooked by traditional banks and investment products.

Qualifications

  • Entrepreneurial spirit with proven ability to build and maintain client relationships.
  • Strong communication and presentation skills.
  • Results-oriented and accountable for meeting sales targets.
  • Demonstrated success in sales and business development (financial services preferred).
  • Completion of EXMP, CFP and or QAFP (required).
  • Post-secondary degree preferred
Responsibilities

ABOUT THE ROLE

We are seeking an Investor Relations Specialist who is passionate about helping people grow and protect their financial future.
This is a licensed role with the primary purpose of growing and retaining investor business. You will manage existing relationships, develop new ones, and ensure the investment process is handled with professionalism and care.
The Investor Relations Specialist is expected to be knowledgeable in product offerings, the investor subscription process, and compliance regulations. This role requires a sales-oriented, entrepreneurial mindset with a strong work ethic and a passion for networking.

KEY RESPONSIBILITIES

  • Lead and oversee investment activities in alignment with company strategy and targets.
  • Achieve annual sales goals through strategic planning and execution.
  • Build and maintain strong investor relationships.
  • Develop a pipeline of prospects through active networking, referrals, events, and outreach.
  • Expand the investor base through industry events, targeted calls, email campaigns, and presentations.

Qualifications

  • Entrepreneurial spirit with proven ability to build and maintain client relationships.
  • Strong communication and presentation skills.
  • Results-oriented and accountable for meeting sales targets.
  • Demonstrated success in sales and business development (financial services preferred).
  • Completion of EXMP, CFP and or QAFP (required).
  • Post-secondary degree preferred.
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