Recherche d'emploi > Niagara Falls, ON > Client advisor

Private Client Advisor

Staffing In Motion
Niagara Falls, Canada
100K $ / an
Temps plein

Firm : Large global portfoliomanagement firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that iscustom tailored for that client.

Fee based discretionary managedportfolios. Main selling feature is that clients would hold a trulyglobally diversified portfolio of individual stocks and bonds (notlimited to North American equities and bonds).

Role : In this home based outside sales role you will be focused onclosing leads of high net worth clients that have already expressedinterest in investing with this firm and who have over $500k toinvest.

There is absolutely no cold calling / no prospecting in thisrole and the firm prefers that you focus on closing the leads thatthe firm provides.

In this role you would be focused on speakingwith the leads meeting with the leads with the goal of signing thisclient up to invest with this firm.

A dedicated portfoliomanagement and service team are primarily responsible for thetransition and retention of clientrelationships.

The firm actively markets their services via direct mail internettelevision advertising and other mediums. The firm receivesprequalified responses from interested investors who are willing tohave a discussion about moving over their investmentportfolio.

HomeOffice : The firm covers all home office expenses : computer phonescanner printer etc. The firm also covers all travel expenses andgives you an expenseaccount.

Compensation : $100000 salary to start uncapped commission (averagetotal compensation $300000$500000 and top producers earning $1million)

Benefits : 100% coverage on all health / medical dental & vision carefor you and anydependents

Requirements : Must be licensed to manage portfolios that contain individualstocks / bonds (not just mutual funds) for at least 2 out of the past4 years & a strong track record of success in sales andbringing in new investment assets to the firm.

Il y a 5 jours
Emplois reliés
Staffing In Motion
Saint Catharines, Ontario

Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...

Staffing In Motion
Saint Catharines, Ontario

Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...

Staffing In Motion
Saint Catharines, Ontario

Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...

Staffing In Motion
India

Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...

Staffing In Motion
Saint Catharines, Ontario

Each client would have a separately managed portfolio that iscustom tailored for that client. Main selling feature is that clients would hold a trulyglobally diversified portfolio of individual stocks and bonds (notlimited to North American equities and bonds). Role: In this home based outside sales...

Offre sponsorisée
Mohawk Industries
Ontario, CA

Why be a Local Delivery Driver for Mohawk?. Is required to attend Monthly and Quarterly Saturday Driver Safety Meetings and handle white glove deliveries. Possess a Class A commercial driver's license (CDL). Mohawk Industries is a Fortune 500 multinational flooring company that employs 24,000 people...

Offre sponsorisée
Lock Search Group
Ontario, Canada

If you’re an experienced Inside Sales Representative looking for an exciting new opportunity, we invite you to submit your application via the ‘Apply’ option. Manage the entire sales process from initial contact to order completion. Sell multi-products/services, collaborating with Outside Sales Reps...

Offre sponsorisée
St-Amour
Greater Winnipeg Metropolitan Area, Canada

Our client, a worldwide dental company is looking for a territory sales representative who thrives on challenges and loves to perform in a niche market.You will be responsible for the Manitoba Saskatchewan region.You are the ideal candidate if you are the type of a "challenger" or "hunter" sales per...

Offre sponsorisée
Huxton Black
Canada

A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make info...

Offre sponsorisée
RONA
Saint Catharines, Ontario

Cashier (Part time - Day Time Availability). ...