Remote Private Client Advisor — Uncapped Earnings

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

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.

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.

Skills

Client acquisition

Investment advice

Sales targets

Self-starter

Communication skills

Job description

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.