Private Client Advisor

Staffing In Motion; Winnipeg; Remote; CAD 100,000 - 500,000; Full time

Job summary

A leading financial services firm in Canada is seeking a dedicated sales professional to close high net worth clients interested in tailored investment portfolios. This home-based role involves no cold calling, focusing instead on leads provided by the firm. The position offers a starting salary of $100,000, with potential total compensation reaching $500,000 or more, along with extensive health benefits. Candidates must be licensed in portfolio management for individual assets.

Benefits

Covers home office expenses

Expense account for travel

100% health coverage

Qualifications

• Must be licensed to manage portfolios containing individual stocks/bonds for at least 2 out of the past 4 years.
• Strong track record in sales and securing new investment assets.

Responsibilities

• Close leads of high net worth clients interested in investing.
• Focus on client meetings to sign them up for investments.

Skills

Sales success

Portfolio management

Client relationship management

Job description

Firm

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

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

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

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

Benefits

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

Requirements

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.