Private Client Advisor
6 days ago
Private Advisor – Wealth Management
Exclusive Opportunity with a Global Investment Leader
Ready to take your wealth management career to the next level?
We've partnered exclusively with a world-renowned investment firm that's expanding rapidly across Canada — and they're looking for exceptional finance professionals ready to build something of their own within a global platform.
The Opportunity
As a
Private Advisor
, you'll work directly with
high-net-worth clients
nationwide, guiding them through critical investment decisions and helping them achieve lasting financial success.
This is
not a traditional referral-based advisory role
— success here comes from your drive to
proactively build relationships
. You'll connect directly with prospective clients through outreach and meaningful conversations, backed by one of the most respected investment teams in the world.
If you thrive in a fast-paced, results-driven environment where
your effort directly defines your success
, this is the platform to make your mark.
What You'll Do
- Build trusted, long-term relationships with high-net-worth clients, providing expert investment guidance.
- Drive new business through
proactive outreach and consistent follow-up
— success is built on energy, persistence, and genuine connection. - Collaborate with world-class investment experts to deliver exceptional outcomes for clients.
- Represent a respected global brand known for its client-first focus and disciplined investment approach.
What You Bring
- Proven success working with
high-net-worth clients
in wealth management, portfolio management, or private banking. - Entrepreneurial drive
and confidence engaging new clients through outbound activity — not reliant on referrals or existing books of business. - CIRO (formerly IIROC) registration
, or eligibility to register (CSC and CPH completed). - Post-secondary education in finance, business, or economics.
- Exceptional communication skills and a consultative, client-focused mindset.
- CFA designation
is a strong asset.
Why This Role
- Join a
rapidly growing global investment firm
making a major push in the Canadian market. - Fully remote
, with world-class training, mentorship, and career progression. - Competitive
base salary + lucrative performance-based incentives
. - A high-impact, high-reward environment where
top performers truly thrive
.
This role would be a full commission role.
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