Private Client Advisor

Capital Markets Advisors LLC; Canada; Remote; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Uncapped earning potential

Remote structure

100% employer-paid healthcare premiums

Paid time off and holidays

$10,000 employer-paid life insurance

Employee Assistance Program

Family planning benefits

Job summary

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada. This remote role offers warm leads and emphasizes sales without portfolio management. Ideal candidates should have at least 5 years in high-net-worth client acquisition and an IIROC license. The firm recognizes performance and offers uncapped earning potential along with comprehensive healthcare benefits, making it a great opportunity for motivated financial professionals.

Qualifications

• IIROC licensed as a Dealing Representative for at least 2 of the past 5 years.
• Proven ability to sell and provide investment advice on individual securities.
• Minimum 5 years of successful high-net-worth client acquisition experience.
• Strong record of consistently exceeding sales targets in a KPI-driven environment.
• Comfortable with a high volume of phone and in-person activity.
• Self-starter with a growth mindset and the ability to thrive in a remote, results-oriented role.

Responsibilities

• Engage high-net-worth prequalified prospects with scheduled consultations.
• Conduct personalized discussions to present tailored investment solutions.
• Convert prospects into long-term clients through a consultative sales approach.
• Coordinate with internal teams for client onboarding, portfolio construction, and relationship management—so you can stay focused on new business development.
• Maintain a disciplined and proactive approach to outreach and activity tracking.

Skills

Client acquisition

Investment advice

Sales targets

Self-starter

Communication skills

Job description

Employment Type: Full-Time | Remote | Uncapped Commission Structure

Location: Remote (Must reside in Canada; local travel required)

About Capital Markets Advisors (CMA)

Capital Markets Advisors (CMA) is a boutique executive search and business advisory firm with over 20 years of experience helping leading financial services companies attract, grow, and retain top talent. We specialize in identifying professionals who not only meet technical requirements but who also align with our clients’ strategic vision and growth objectives. Our recruiting services focus on high-impact roles across wealth management, asset management, capital markets, and banking.

We are currently engaged on behalf of a top-tier, global client-focused investment firm seeking a Private Client Advisor to join their high-performance sales team. This is a compelling opportunity for results-oriented professionals ready to elevate their career and income by working with qualified high-net-worth prospects.

The Opportunity

As a Private Client Advisor, you will focus exclusively on new client acquisition. You’ll be provided with warm, qualified leads (C$500K+ investable assets) and operate in a sales role that is both entrepreneurial and supported by an established platform. There is no requirement for ongoing portfolio management or service duties—your energy is spent where it counts: converting qualified prospects into clients.

This role is remote, with territory coverage within driving distance, giving you autonomy and flexibility to manage your success. The firm offers a proven marketing engine, robust sales infrastructure, and a supportive environment where performance is recognized and rewarded.

Key Responsibilities

• Engage high-net-worth prequalified prospects through scheduled consultations (leads provided).
• Conduct personalized, needs-based discussions to present tailored investment solutions.
• Convert prospects into long-term clients through a consultative sales approach.
• Coordinate with internal teams for client onboarding, portfolio construction, and relationship management—so you can stay focused on new business development.
• Maintain a disciplined and proactive approach to outreach and activity tracking.

Ideal Candidate Profile

• IIROC licensed as a Dealing Representative (Investment Dealer) for at least 2 of the past 5 years.
• Proven ability to sell and provide investment advice on individual securities.
• Minimum 5 years of successful high-net-worth client acquisition experience.
• Strong record of consistently exceeding sales targets in a competitive, KPI-driven environment.
• Comfortable with a high volume of phone and in-person activity.
• Self-starter with a growth mindset and the ability to thrive in a remote, results-oriented role.

What’s in It for You

• Uncapped earning potential – performance directly drives compensation.
• Remote structure with flexible territory management.
• Robust marketing support and pipeline of high-quality leads.
• 100% employer-paid premiums for a comprehensive healthcare plan (medical, dental, vision, and orthodontia) for employees and dependents.
• $10,000 employer-paid life and AD&D insurance coverage.
• Paid time off and statutory holidays according to your province.
• Employee Assistance Program and well-being services.
• $10,000 (or equivalent local currency) in fertility, hormonal health, and family-planning benefits.

Why This Role Stands Out

This position is ideal for financial professionals who want to be in full control of your own earning potential with no proprietary products focus on what they do best: selling and building relationships—not managing portfolios or navigating internal red tape. You’ll work in a high-integrity, high-performance culture with a mission to deliver lasting value to HNW & UHNW clients. If you’re motivated by results, driven to exceed expectations, and excited to make a tangible impact in the lives of affluent investors, like working in a global firm that promotes heavily from within we want to hear from you.

Apply Today

Ready to take your financial sales career to the next level? Apply now to explore how this opportunity can elevate your earning potential and professional growth.