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
-
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...
-
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...
-
Private Client Adviser
3 weeks ago
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 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...
-
Private Caregiver
1 week ago
Regina, SK SV T, Canada Private employer Full time $52,000 - $62,400 per yearHOME CARE PRIVATE RESIDENCE 95 YEAR OLD MALE3 caregivers for three 8-hour shifts or 2 caregivers for two 12-hour shifts24 hours Monday to SundayDUTIESAssist with showers and dressing, monitor independent toileting, perform light housekeeping and laundry, maintain organized neat and tidy living space, monitor and manage supplies, prepare tasty healthy...
-
Intern, Private Client Service
5 days ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from January to April 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced work...
-
Private Client Services Associate
1 week ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, Saskatchewan** We are looking for the next Private Client Services Associate to join our Regina office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...
-
Private Client Service Associate
1 week ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...
-
Manager, Private Enterprise Core Services
5 hours ago
Regina, Canada KPMG Canada Full timeOverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Are you a talented and proven leader who motivates teams and provides exceptional customer service? KPMG Private Enterprise is looking for a well-rounded experienced...
-
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...
-
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:...
