Private Client Adviser
3 weeks ago
Private Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the world’s largest privately held, fee-only global money managers. They are established, successful, respected and aggressively growing in the Canadian market. Role Overview This is a dream opportunity for the experienced “hunter” who loves to sell. This unique business model offers a “top‑down” approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration. Responsibilities Pure Asset gathering. You will receive a continuous list of warm, pre‑qualified leads. No cold calling, no product selling. Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals. Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and you’re on to the next Qualifications CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC. 5+ years experience selling financial services / investment products including stocks to HNW individuals. Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings. Tech‑savvy communicator skilled in various computer softwares and cloud‑based tools. Superior communication and presentation skills. Why Apply? This is a dream job for those who want to sell and not be bogged down by the “after‑maintenance” of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on‑going support and a continuous flow of warm leads. Sound awesome? Apply ASAP #J-18808-Ljbffr
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Regina, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada TalentSphere Staffing Solutions Full timeA leading financial services firm is seeking a Private Client Adviser / Securities Specialist / Financial Planner to work remotely. This role involves selling investment services to high net worth individuals and requires a strong background in financial services sales, preferably with CIM or CFA qualifications. The ideal candidate will enjoy a steady flow...
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Winnipeg, Canada Private Client Manager - Kilgour Bell Insurance Full timeA trusted Canadian brokerage in Winnipeg seeks a Private Client Manager to provide personalized insurance solutions. The role involves managing a portfolio of personal clients, processing MPI/Autopac transactions, and delivering exceptional service. Ideal candidates have 3–5 years of experience in personal lines, a Level 1 Agent/Broker License, and...
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Regina, Canada TalentSphere Staffing Solutions Full timeA leading financial services firm is seeking a Private Client Adviser / Securities Specialist / Financial Planner to work remotely. This role involves selling investment services to high net worth individuals and requires a strong background in financial services sales, preferably with CIM or CFA qualifications. The ideal candidate will enjoy a steady flow...
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Private Client Advisor – Remote
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mecur connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30...
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Private Client Advisor – Remote
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment:...
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Private Client Manager
1 week ago
Winnipeg, Canada Private Client Manager - Kilgour Bell Insurance Full timePrivate Client Manager - Kilgour Bell Insurance Province: Winnipeg, ManitobaPosition: Private Client ManagerDeadline: December 31, 2025Posted: November 24, 2025 Job Description / Duties We’re looking for a client-focused Private Client Manager to join our Personal Lines team. In this role, you’ll provide personalized insurance solutions, manage...
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Private Client Adviser
3 weeks ago
Regina, Canada TalentSphere Staffing Solutions Full timePrivate Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our...
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Financial Advising Expert
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, W, Canada Weekday AI (YC W21) Full timeOverviewThis role is for one of Weekday's clients. We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and...
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Remote VP, Private Client Services — Growth
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Westland Insurance Group Ltd. Full timeA national insurance provider is seeking a Vice President, Private Client Services. This role, based remotely in Canada, involves leading a national team to deliver exceptional service to high-net-worth clients. Ideal candidates have over 10 years in private client services and expertise in insurance solutions, coupled with strong leadership and...
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Private Client Consultant | $200/hr Max
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Details Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location:...
