Talent.com
CNI Consulting Inc.
Canadian Private Client AdviserCNI Consulting Inc. • Toronto, ON, ca
Les candidatures ne sont plus acceptées
Canadian Private Client Adviser

Canadian Private Client Adviser

CNI Consulting Inc. • Toronto, ON, ca
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Quick Apply
Description de poste
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
Créer une alerte emploi pour cette recherche

Canadian Private Client Adviser • Toronto, ON, ca

Offres similaires

Remote Private Client Adviser for High-Net-Worth Investors

Fisher InvestmentsToronto, ON, CA
Télétravail
Temps plein

An investment firm in Canada is seeking a Private Client Adviser to focus on high-net-worth clients.In this role, you will manage a local territory remotely and be responsible for contacting qualif... Voir plus

 • Offre sponsorisée

Independent Financial Advisor — Build Your Own Practice

Sun LifeToronto, ON, CA
Temps plein

A leading financial services company is seeking individuals to become financial advisors.This commission-based role allows you to manage your own business while providing personalized financial sol... Voir plus

 • Offre sponsorisée

Financial Client Advocate Bilingual Associate

WealthsimpleToronto, ON, CA
Temps plein

Become a Financial Client Advocate at Wealthsimple, based in Toronto, Ontario, with a hybrid working model.This role demands fluency in French and English while simplifying financial narratives for... Voir plus

 • Offre sponsorisée

Banking Practice Partner - Canada (Hybrid)

SynpulseToronto, ON, CA
Temps plein

A global management consultancy is looking for an Associate Partner to lead their Banking practice in Toronto.This role involves developing strategic direction, driving business development, and ma... Voir plus

 • Offre sponsorisée

Remote Private Client Advisor — Uncapped Earnings

Capital Markets Advisors LLCToronto, ON, CA
Télétravail
Temps plein

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada.This remote role offers warm leads and emphasizes sales without portfolio manag... Voir plus

 • Offre sponsorisée

Investment Banking Associate - Public Private Partnership Transaction Advisory

Agentis CapitalToronto, ON, CA
Temps plein +1

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients.The firm has been the recipient of numerous recent indus... Voir plus

 • Offre sponsorisée

Client-First Wealth & Portfolio Advisor

Optimize Financial GroupToronto, ON, CA
Temps plein

A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions.This role involves conducting client meetings, understanding financi... Voir plus

 • Offre sponsorisée

Independent Investment Advisor - Grow Your Client Practice

Ventum FinancialToronto, ON, CA
Temps plein

A Canadian investment firm is seeking experienced Investment Advisors for its Private Client Services team.The role involves building a client base, managing their portfolios with tailored investme... Voir plus

 • Offre sponsorisée

FINPRO Senior Client Advisor

Marsh RiskToronto, ON, CA
Temps plein

We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk.This role will be based in Vancouver or Toronto.This is a hybrid role that has a requirement of working at least ... Voir plus

 • Offre sponsorisée

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsToronto, ON, CA
Temps plein

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus

 • Offre sponsorisée

Client-Focused Investment Advisor

Tangerine BankToronto, ON, CA
Temps plein

Step into a Client-Focused Investment Advisor role at Tangerine.Deliver unique investment solutions and empower Canadians to achieve their financial goals through exceptional service.In this Level ... Voir plus

 • Offre sponsorisée

Operations Associate, Private Client Investment Services

Hillsdale Investment Management Inc.Toronto, ON, CA
Temps plein

Operations Associate, Private Client Investment Services.This range is provided by Hillsdale Investment Management Inc.Your actual pay will be based on your skills and experience — talk with your r... Voir plus

 • Offre sponsorisée

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesToronto, ON, CA
Temps plein

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Voir plus

 • Offre sponsorisée

Fisher Investments Private Client Adviser Role

Fisher InvestmentsToronto, ON, CA
Temps plein

Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients.Utilize your skills to make a significant difference in their financial j... Voir plus

 • Offre sponsorisée • Nouvelle offre

Investment Advisor

RBC Dominion Securitiesnewmarket, on, Canada
Temps plein

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Voir plus

 • Offre sponsorisée

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCToronto, ON, CA
Temps plein

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Voir plus

 • Offre sponsorisée

Equity Capital Markets Attorney - Canada

Trellis GroupToronto, ON, CA
Temps plein

Join Our Team as an Attorney at Axiom.Equity Capital Markets Counsel.Corporate and Securities team in Canada.The ideal candidate will bring strong experience executing transactions under the.Rule 1... Voir plus

 • Offre sponsorisée

Client Partner - Loblaw Advance

Loblaw DigitalToronto, ON, CA
Permanent

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together.Our unique position as one o... Voir plus

 • Offre sponsorisée

Private Equity / Investment Funds Partners

ZSA Legal RecruitmentToronto, ON, CA
Temps plein

Our client, a business law platform with a national footprint, seeks to add a Private Equity/Investment Funds partner to its Toronto office.The firm is open to experienced partners with an establis... Voir plus

 • Offre sponsorisée

Client Manager - Canada

Baidu USAToronto, ON, CA
Temps plein

No visa sponsorship is available.We are seeking a highly motivated and results‑driven Client Manager to join our team as a contractor in the fast‑paced and dynamic ad tech industry.As a Client Mana... Voir plus