Private Client Advisor

3 weeks ago

Winnipeg Toronto Montreal Calgary Vancouver Edmonton Old Toronto Ottawa Mississauga Quebec Halifax Saskatoon Burnaby Hamilton Victoria Surrey Halton Hills London Regina Markham Brampton Vaughan Kelowna Laval Southwestern Ontario R, Canada TalentSphere Staffing Solutions Full time

Private Client Advisor / Securities Specialist / Financial Planner Winnipeg - REMOTE Salary: $180,000 – $250,000 per year (base plus uncapped commissions, bonus structure, benefits and career growth) Company Overview Our client’s primary goal is to help individuals achieve their investment goals through personalized investment management. They are one of the world’s largest privately‑held, fee‑only global money managers, 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. The unique business model offers a top‑down approach, allowing you to focus on sales. Working remotely on your own schedule, you’ll have an incredible back‑office support system, a relationship‑management team that handles the account and clients after sale, and superior leadership for ongoing support and collaboration. Responsibilities Pure asset gathering: receive a continuous list of warm, pre‑qualified leads (no cold calling, no product selling). Discovery calls, presentations, and analysis: conduct consultative meetings with potential investors to identify their financial goals. Present value propositions to high‑net‑worth individuals and close the deal. After the deal, the relationship‑management team takes over and you move to the next opportunity. Qualifications CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC. 5+ years of 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 software 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. Close qualified leads, move on, and reach uncapped earning potential. You will receive intense and thorough training, ongoing support, and a continuous flow of warm leads. Sound awesome? Let’s chat ASAP #J-18808-Ljbffr

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