Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing Solutions; Calgary; Remote; CAD 180,000 - 250,000; Full time

Job summary

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net worth individuals. The position offers competitive earnings and ongoing support.

Qualifications

• 5+ years experience selling financial services/investment products.
• Active Basic Securities licence (Dealing Representative) through IIROC required.
• Tech-savvy communicator skilled in various software and tools.

Responsibilities

• Conduct discovery calls and presentations with potential investors.
• Present value propositions to high net worth individuals.
• Gather assets with continuous warm leads without cold calling.

Skills

Sales

Client relationship management

Financial analysis

Communication

Education

CIM or CFA certification

Job description

Private Client Advisor / Wealth Advisor / Investment Specialist

Location: Calgary - REMOTE

Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth)

Industry: Financial Services / Wealth Management

Company Overview

Our client’s primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the world’s largest privately held, fee‑only global money managers. They are established, successful, respected and aggressively growing in the Canadian market.

Role Overview

This is a dream opportunity for the experienced “hunter” who loves to sell. This unique business model offers a “top‑down” approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration.

Responsibilities

• Pure Asset gathering. You will receive a continuous list of warm, pre‑qualified leads. No cold calling, no product selling.
• Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals.
• Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and you’re on to the next!

Qualifications

• CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC
• 5+ years experience selling financial services / investment products including stocks to HNW individuals
• Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings.
• Tech‑savvy communicator skilled in various computer software and cloud‑based tools.
• Superior communication and presentation skills.

Why Apply?

This is a dream job for those who want to sell and not be bogged down by the “after‑maintenance” of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on‑going support and a continuous flow of warm leads. Sound awesome?? Let’s chat ASAP!

JOB ID: # 16815757

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Staffing and Recruiting