Private Client Advisor
4 weeks ago
Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - 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 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. 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?? Let’s chat ASAP JOB ID: # 16815757 Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Staffing and Recruiting #J-18808-Ljbffr
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Advisor, Private Client Solutions
2 weeks ago
Calgary, Canada Lloyd Sadd Full timeLloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who...
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Private Client Advisor, Manager/Sr. Manager
1 week ago
Calgary, Canada ROSS Full timeDo you enjoy consulting with owner managed companies? Industry: Tax Accounting, Big 4 Title: Manager/Senior Manager - Private Client Advisors (PCA) Location: Calgary, Alberta, Canada Description: Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and...
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Private Client Advisor, Manager/Sr. Manager
7 days ago
Calgary, Canada ROSS Full timeDo you enjoy consulting with owner managed companies? Industry: Tax Accounting, Big 4 Title: Manager/Senior Manager - Private Client Advisors (PCA) Location: Calgary, Alberta, Canada Description: Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international...
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Private Client Advisor, Manager/Sr. Manager
1 week ago
Calgary, Canada ROSS Full timeDo you enjoy consulting with owner managed companies? Industry: Tax Accounting, Big 4 Title: Manager/Senior Manager - Private Client Advisors (PCA) Location: Calgary, Alberta, Canada Description: Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international...
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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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Calgary, Canada ROSS Full timeA leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...
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Calgary, Canada ROSS Full timeA leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...
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Calgary, Canada ROSS Full timeA leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...
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Client Services Associate
1 week ago
Calgary, Canada Wellington-Altus Private Wealth Inc. Full time**Client Services Associate** **Location**:This position will be based out of our Calgary office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
