Private Client Advisor

Staffing In Motion; Toronto; Remote; CAD 100,000; Full time

Job summary

A large financial services firm is seeking an outside sales representative to focus on closing leads of high net worth clients. No cold calling is required; the role emphasizes client engagement with the opportunity for substantial earnings, including a base salary of $100,000 and potential commissions reaching over $1 million. Comprehensive benefits are provided, including full coverage for health, dental, and vision care.

Benefits

Fully covered home office expenses

Expense account for travel

100% health coverage

Qualifications

• Licensed to manage portfolios with individual stocks/bonds for at least 2 out of the past 4 years.
• Strong track record of success in sales and acquiring investment assets.

Responsibilities

• Focus on closing leads provided by the firm.
• Meet with high net worth clients to secure investments.

Skills

Sales experience

Client relationship management

Education

Portfolio management licensing

Job description

Overview

Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds).

Role

In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

Home Office

The firm covers all home office expenses: computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.

Compensation

$100,000 salary to start + uncapped commission (average total compensation $300,000-$500,000 and top producers earning $1+ million)

Benefits

100% coverage on all health / medical, dental & vision care for you and any dependents

Requirements

• Must be licensed to manage portfolios that contain individual stocks / bonds (not just mutual funds) for at least 2 out of the past 4 years
• A strong track record of success in sales and bringing in new investment assets to the firm