Private Market Specialist
Become a Private Market Specialist with Rethink & Diversify
Tired of not being able to provide comprehensive financial solutions to your clients? Too few choices to support your client's investment objectives?
R&D offers private investments and partners with third-party portfolio managers to create complete portfolio solutions with fewer headaches for everyone.
Rethink & Diversify is always looking for talented, driven, client-focused entrepreneurs to join our team.
If you fit this description, please Contact Us
Referral Agent
Benefits
Benefits of Becoming a Private Market Specialist with Rethink & Diversify
Income
Attractive income potential with commissions, profit sharing, and ownership opportunities. Enjoy one of the highest grids in the industry.
Entrepreneurship
Have the ability to run your own business and provide individual attention to your clients.
Unique Investments
We offer some private investments that are not available anywhere else.
Satisfaction
Help others learn about private investments and how to diversify their portfolio.
Portfolio Managers
Work from our selection of third-party portfolio managers to find a solution for your clients that is right for them.
Training and Support
Receive support and training from an established and experienced Exempt Market Dealer.
Technology
Reduce your client paperwork through the use of our technology platform.
Teamwork
Lean on the experience and talent of our existing Dealer Representatives.
Anyone can become a Private Market Specialist by completing the Exempt Market Proficiency Course at www.ifse.ca and having a good understanding of the financial industry.
The most successful Private Market Specialists have experience as:
- Mutual fund brokers
- Mortgage brokers
- Insurance brokers
- Financial Planners