Private Client Advisor
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Location:
Calgary
- REMOTE
Salary:
$180,000
- $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Financial Services / Wealth Management Our client’s primary goal is to help those achieve their investment goals through personalized investment management. They are established, successful, respected and aggressively growing in the Canadian market. 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. Pure Asset gathering. Present value propositions to high net worth individuals and close the deal. 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. 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. Let’s chat ASAP Mid-Senior level Full-time Finance and Sales
-
Private Banking Advisor
4 days ago
Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full-timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Private Banking Advisor
2 days ago
Ottawa, ON, Canada CIBC Full-time $90,000 - $160,000 ContractWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Advisor
3 days ago
Ottawa, ON, Canada 0000050007 royal bank canada Full-timeRogers Business Sales Executive$111,360+ to $159,360+ CAD per year On Target Earnings (OTE), based on your performance. Current top performers are earning $215,000+ CAD per year as they are performing above expected standards all of which have less than a year tenure in this role.About the OpportunityThe Rogers Business Sales
-
Client Advisor, Personal Insurance
2 days ago
Ottawa, ON, Canada Acera Insurance Services Ltd. Full-time $50,000 - $70,000 ContractWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Our people are:Encouraged to challenge the status quo and never stop learning in their commitment to excellence.Empowered with a sense of accountability and autonomy to take ownership...
-
Client Advisor
3 days ago
Ottawa, ON, Canada RBC Full-time $35,000 - $52,000 ContractJob DescriptionThis is an opportunity for candidates to express their interest in current and future, part-time and full-time Client Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central, Ottawa East, Orleans, South Keys, etc. Qualified applicants will be contacted to review their resume in more detail. Candidates MUST...
-
Dynamic Client Care Advisor in Orleans
1 day ago
Ottawa, ON, Canada Desjardins Insurance Full-time $61,308 - $81,744 ContractElevate your career as a Dynamic Client Care Advisor at Kevin J Carruthers Insurance Agency, located in Orleans. This role demands sales expertise and proactive client service in an engaging workplace. The ideal candidate will have a solid background in sales, aiming to deliver top-notch service across car, home, and business insurance. Team collaboration...
-
ServiceNow Advisor
2 days ago
Ottawa, Ontario, Canada Robertson & Company Ltd. Full-timeServiceNow Advisor - Government of Canada Client 2 days ago Be among the first 25 applicants Direct message the job poster from Robertson & Company Ltd. This on-site opportunity is for two resources to lead and coordinate the planning, adoption, and phased implementation of ServiceNow ITOM (Discovery) for a large federal government department. This is a...
-
Acera Insurance Client Advisor Position
2 days ago
Ottawa, ON, Canada Acera Insurance Services Ltd. Full-time $50,000 - $70,000 ContractBecome a Client Advisor with Acera Insurance and utilize your expertise in personal insurance. This rewarding full-time position focuses on client service and business growth. As a Client Advisor at Acera Insurance, you will manage personal insurance client needs and work on a dedicated book of business. Key duties include responding to inquiries,...
-
On-Call Member
2 days ago
Ottawa, Ontario, Canada Desjardins Group Full-timeDesjardins Group is seeking a temporary on-call advisory agent to enhance member and client experiences, ensuring satisfaction across a range of banking interactions. You will welcome clients, listen to their needs, and offer personalized solutions while promoting Desjardins products and digital tools.You will identify opportunities, support financial...
-
Remote Insurance Client Advisor
4 days ago
Ottawa, ON, Canada AO Garcia Agency Full-timeClient-facing, fully remote, financial services.You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.The dealHome office. Web presentations.Work that matters to families.Training and leaders who stay