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

Requirements

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)