Private Client Adviser

100% Remote | Permanent | Full-Time 100% Remote | Permanent | Full-Time Uncapped Commission | Significant Long-Term Earning Potential This is not a traditional Financial Advisor role. If you are successful in wealth management, strong at winning new clients and confident in your ability to sell — but feel you have reached a ceiling in the traditional bank or wealth-management model — this opportunity is worth exploring. Our client is a highly established global investment-management organization with a unique business model and a rapidly growing Canadian presence. business development, client acquisition and closing new relationships. Instead, you will work with a continuous flow of qualified prospective clients who have already expressed interest in the firm's investment-management offering. Many professionals joining this organization come from traditional Financial Advisor, Wealth Advisor, Investment Advisor or Associate Portfolio Manager environments. Does not want to manage client assets through every market rise and decline Wants a fully remote career with a structured, professional workday Is motivated by performance and does not want compensation capped at a few hundred thousand dollars This is NOT a role for someone looking for a comfortable salary and predictable bonus. Work with a consistent pipeline of warm, qualified prospective clients Present the firm's investment philosophy, services and value proposition Build trust with high-net-worth prospective clients Lead virtual and telephone-based sales conversations The Non-Negotiable Requirement – IIROC / Investment Dealer Experience must have accumulated a minimum of 24 months of registration as an Investment Dealer representative under IIROC/CIRO during their career. You must have worked within the Investment Dealer channel and have been appropriately registered to sell, recommend or provide advice regarding securities, or have worked in a qualifying capacity alongside portfolio-management/investment activities requiring Investment Dealer registration (IIROC). If your experience has only been through a mutual-fund dealer, this opportunity will unfortunately not meet the regulatory requirements of the role. Minimum 24 months combined IIROC/CIRO Investment Dealer registration 5+ years of financial-services, investment, wealth-management or securities experience Demonstrated success in business development, client acquisition or investment sales Strong comfort discussing investments with high-net-worth individuals Excellent telephone and virtual presentation skills Highly self-motivated and performance driven Strong technological capability and confidence working remotely If you meet the Investment Dealer experience requirement but do not yet have your CIM, the organization can support and fully fund the required accreditation prior to entering the role. CFA designation is also highly valued. 100% remote Dedicated client-service infrastructure Once onboarded, clients transition to teams focused specifically on investment management and ongoing service. Your compensation grows directly with performance. Exceptional long-term income potential Strong performers can move well beyond the compensation ceiling that often exists within traditional banking and advisory environments. You are representing a sophisticated and highly differentiated investment-management organization rather than building a proposition from scratch. Financial Advisor | Wealth Advisor | Investment Advisor | Private Wealth Advisor | Associate Wealth Manager | Associate Portfolio Manager | Financial Planner | Investment Representative …I just want an environment where there isn't a ceiling on what that ability can earn me or I am successfully onboarding clients however my Portfolio Manager is reaping the financial rewards." minimum 24-month Investment Dealer registration requirement —