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Client advisor Jobs in North York, ON
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Private Client Advisor
Staffing In MotionToronto, Ontario, CanadaClient Care Advisor
AO Globe Life - Shannon FraserToronto, ON, CAClient Experience Advisor
Adecco CanadaScarborough, Ontario, CanadaClient Advisor
Dolce & GabbanaToronto, ON, CAClient Service Advisor
Neuberger BermanTorontoClient Advisor - Yorkdale
Vacheron ConstantinToronto, ON, CAClient Advisor - Toronto Yorkdale
Officine PaneraiToronto, ON, CAClient Advisor - Markham - Mandarin / Cantonese Language
Royal Bank of Canada>TORONTO, Canada- Promoted
Client Service Consultant
Randstad CanadaToronto, Ontario, CAClient Advisor - Etobicoke (Bilingual - English and Portuguese)
RBC - Royal BankToronto, ON- Promoted
Client Advisor - Safety Specialist
Evolution Health & SafetyToronto, ON, CanadaClient Advisor, Full-Time, Yorkdale
Tiffany & Co.Toronto, ON, CanadaClient Solutions Advisor- Richmond Hill Region
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Harry RosenVaughanClient Advisor - Yorkdale Toronto
Moncler SpaNorth York, CanadaClient Advisor
0000050007 Royal Bank of CanadaToronto, OntarioClient Advisor, EA Yorkdale
Armani GroupToronto ONClient Advisor, Full-Time, Ottawa
Tiffany & CoCanada, ONSAINT LAURENT Client Advisor Yorkdale
Saint Laurent Canada BtqTORONTOClient Advisor - Yorkdale
IWCToronto, ON, CAPrivate Client Advisor
Staffing In MotionToronto, Ontario, Canada- Full-time
Firm : Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. 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 outside sales role you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads meeting with the leads with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail internet television advertising and other mediums. The firm receives prequalified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home Office : The firm covers all home office expenses : computer phone scanner printer etc. The firm also covers all travel expenses and gives you an expense account.
Compensation : $100000 salary to start uncapped commission (average total compensation $300000$500000 and top producers earning $1 million)
Benefits : 100% coverage on all health / medical dental & vision care for you and any dependents
Requirements : Must be licensed to manage portfolios that contain individual stocks / bonds (not just mutual funds) for at least 2 out of the past 4 years & a strong track record of success in sales and bringing in new investment assets to the firm.