This is a remote position.
Canadian Private Client Adviser
Are you a financial advisor tired of the traditional bank model Looking for a role 100% focused on sales Tired of service requirements overshadowing sales activities Looking to move on from cold calling As a Canadian Private Client Adviser you will focus solely on sales no service. Lead flow provided!
The Opportunity:
This highly lucrative sales role allows you to work remotely from a home office covering a local territory within driving distance. You will present wealth management solutions to highnet worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support client service training marketing and more.
The DaytoDay:
- Call highnetworth prospects who have requested more information
- Meet with prospects to evaluate their personal situation and provide solutions
- Educate prospective clients on the firm s services
- Help qualified consumers become clients of the firm
Your Qualifications:
- 5 years of specifically selling to stock market investors
- IIROC licensed with the ability to buy/sell individual stocks and bonds AND completed CIM MBA or CFA Level 1
- Quantifiable track record of personal success attaining new investor business
- Demonstrated experience in high volume phone activity and inperson meetings
- Demonstrated success in a pay for production compensation model
5 to 7 years or more of selling to stock market investors within the financial industry Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets Record of six-figure earnings in each of the past 3 years (pay for production compensation model)