Canadian Private Client Adviser

Job Description

This is a remote position.

Canadian Private Client Adviser

Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements overshadowing sales activities? Looking to move on from cold calling? As a Canadian Private Client Adviser you will focus solely on sales – no service. Lead flow provided!

The Opportunity:

This highly lucrative sales role allows you to work remotely from a home office, covering a local territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support, client service, training, marketing and more.

The Day-to-Day:

• Call high-net-worth prospects who have requested more information
  
• Meet with prospects to evaluate their personal situation and provide solutions
  
• Educate prospective clients on the firm’s services
  
• Help qualified consumers become clients of the firm
  

Your Qualifications:

• 5+ years of specifically selling to stock market investors
  
• IIROC licensed with the ability to buy/sell individual stocks and bonds AND completed CIM, MBA or CFA Level 1
  
• Quantifiable track record of personal success attaining new investor business
  
• Demonstrated experience in high volume phone activity and in-person meetings
  
• Demonstrated success in a pay for production compensation model
  

Requirements
Investments and relationship management