Careers in Blockchain 

Crypto Asset Dealing Representative

Coinberry Limited

Job details

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Full Job Description

About us:

Coinberry is a Toronto-based, OSC & FINTRAC-registered, Crypto Asset trading platform, founded in 2017, offering members the simplest and quickest way to transact with cryptocurrencies like Bitcoin, Ethereum, Cardano, Polkadot, Litecoin and many others.

At Coinberry we believe in an inclusive blockchain based economy hence why we set out to build a global digital financial institution of the future. Our goal is to offer a trusted digital asset trading platform to empower all Canadians to build wealth through safe and compliant access to crypto assets.

About you:

The Crypto Asset Dealing Representative will be responsible for ongoing client and business development. You will assist in building and growing the client base and communicating with them in presenting quality investment options that are true, fair and not misleading. To be successful as a Crypto Asset Dealing Representative, you must be an experienced advisor to Coinberry clients and support their financial situation and goals, evaluate their risk tolerance and financial knowledge whilst maintaining fair and ethical conduct.

Coinberry is a fast-paced environment, where the ability to think quickly on your feet, adapt positively to change and demonstrate well-organized thought and work processes are considered great assets. You will need to be able to multi-task and may need to handle conflicting priorities to adapt to our constantly changing and evolving sector. Outstanding organizational and communication skills will be key as you communicate and collaborate with a wide range of people within and outside of the organization. Your expertise and contributions will help us reach the next steps in our exciting and innovative future!

To fit into our culture, you must be team-oriented, friendly, client-focused, respect others and their ideas.

Applicants must be eligible to work in Canada.

What you’ll be doing:

The Crypto Asset Dealing Representative will be focused on the following deliverables:

- Provide sound client advice while building meaningful relationships through transparent and informative communication.
- Lead the development of the Firm’s client list of Accredited Crypto Investors and other applicable clients of whom we can provide access to Coinberry’s investment products.
- Engage with new and existing clients to support in the selection of crypto assets that are suitable for them.
- Develop, research and curate a targeted list of sources which directly support being a source for leads and prospects.
- Develop, maintain and manage an active CRM database of prospects and clients.
- Design and execute a business development process to support new large investment clients in a systemic outreach through direct calls, emails, and other effective means.
- Develop, maintain and manage an active CRM database of prospects and clients.
- Partner with key stakeholders such as Product to ensure client feedback in incorporated in the crypto assets that are available through the Coinberry platform.
- Work with Compliance and Development to ensure the ongoing optimization of the client workflows and user experience.
- Maintain a deep understanding and technical knowledge of Coinberry product offerings to provide the best advice to the Firm’s clients.
- Maintain up-to-date crypto asset knowledge as well industry best practices and applicable regulatory obligations.
- Establish and maintain a network of high-quality relationships with Coinberry clients.
- Perform other duties and special projects as assigned that make an impact on building out crypto investment strategies and solutions for our clients.

What you have in your toolkit:

- Minimum 3 years of experience as a Dealing Representative
- Eligible to act as a dealing representative through a sponsoring firm
- Completed the Canadian Securities course or any higher level of the CFA and completed the Conduct and Practices Handbook course – this includes the post 90-day training of the CSI of CFA level 1 or higher.
- Must be employed by a registered dealing member full time during the time of the application.
- Completed, or be willing to complete a Wealth Management course within 30 days from the date of approval as a registered representative with Coinberry.
- Willingness to provide 6 months of supervision and or supervisory reporting from initial approval date as a registered representative.
- Fluent in English (required) and French (preferred).
- You are subject matter expert in the financial markets and are motivated by the significant potential of the crypto asset space.
- Excellent written and verbal communication skills.
- Ability to work well under pressure, meet tight deadlines and escalate as necessary.
- Strong decision-making and problem-solving skills.
- Superior interpersonal skills - able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
- Technology literacy, including effective working skills of MS Word, Excel, PowerPoint, and e-mail communications, highly adaptable to learning new software.
- Excellent time and project management skills.
- Attention to detail in all areas of work.
- Disciplined pipeline management ability.
- Proven ability to source and close investor transaction within a desired timeline in order to mitigate and manage risk to the Firm and its investors.

Why you’ll like the job:


o The crypto asset space is in constant evolution and so are we. That means that things move fast. We love new ideas and finding ways to deliver value.


o We are expanding rapidly and that creates many unique opportunities to stretch yourself. Never a dull moment at Coinberry! This means that you’ll constantly be learning new things and can accelerate your career.

What we offer:

o The opportunity to work in both an awesome company and an exciting industry experiencing hyper-growth

o We’ve transitioned to a remote first company so that means you’ll be working remotely

o A company laptop and a home office setup budget

o Yearly paid vacation

o A competitive salary

o We offer benefits (for Canadian applicants)

o A diverse team spread across four continents

Coinberry Ltd. is an equal opportunity employer and embraces a diverse and inclusive culture. We welcome and encourage applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. To promote and enhance the security of the Firm, our assets and the assets of our clients, any candidate receiving a job offer is subject to a background check.

Job Type: Full-time

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