Canadian Private Client Adviser

CNI Consulting Inc.; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Toronto is seeking a Canadian Private Client Adviser to work remotely and focus solely on sales to high-net-worth clients. The ideal candidate will have over 5 years of experience selling to stock market investors, possess IIROC licensing, and demonstrate a successful track record. This role offers corporate support including client service and marketing, with a strong focus on lead generation and sales activities.

Qualifications

• 5+ years of specifically selling to stock market investors.
• IIROC licensed with the ability to buy/sell individual stocks and bonds.
• Quantifiable track record of personal success attaning new investor business.

Responsibilities

• Call high-net-worth prospects who requested more information.
• Meet with prospects to evaluate their personal situation and provide solutions.
• Educate prospective clients on the firm’s services.

Skills

Sales to stock market investors

High volume phone activity

In-person client meetings

Success in pay-for-production model

Education

IIROC license

Completed CIM, MBA or CFA Level 1

Job description

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 high-net-worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support, client service, training, marketing and more.

The Day-to-Day

• Call high-net-worth 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 in-person meetings
• Demonstrated success in a pay for production compensation model