Private Client Advisor

Our client is a leading global investment firm, managing billions of dollars across over 16 countries with a commitment to the long-term financial success of our clients. Their ethos centers on client-first service, offering personalized investment strategies and outstanding support

Are you a dynamic sales expert in the financial sector with a passion for cultivating new client relationships? Join our client as a Private Client Advisor, focusing exclusively on the expansion of our client base through new acquisitions where you will receive access to qualified lead resources.

Private Client Advisor responsibilities :

• This enticing opportunity offers unparalleled earning potential with no cap on commissions, allowing you to work from the comfort of your home while overseeing a designated local area within Canada.
• You will introduce our client's wealth management services to high-net-worth Canadians with C$500,000 or more to invest from leads provided by our marketing efforts to explore new opportunities.
• Conducting meetings with potential clients to assess their financial objectives and offering customized investment solutions.
• Transitioning high-net-worth individuals into becoming clients through effective consultation and relationship building.
• With the backing of our specialized portfolio management and customer service teams, you will be able to concentrate exclusively on acquiring new clients.
• These teams will handle the smooth transition and ongoing management of client accounts, enabling you to devote your full attention to expansion efforts.
• Reporting directly to the head of sales, you will receive comprehensive support, resources, and training to facilitate your success in this dynamic role.

The successful candidate has :

Licensing and Qualification :

Only candidates already in Canada and eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.