Remote Private Wealth Acquisition Specialist

TalentSphere; Nanaimo; Remote; CAD 180,000 - 500,000; Full time

Job summary

TalentSphere is seeking a Private Client Adviser – Financial Planner / Securities Specialist for a 100% remote, permanent, full-time role in Canada. Base salary is $100,000 with substantial OTE and uncapped commission potential.

You will focus on business development, client acquisition and closing, not on ongoing portfolio management, with a steady stream of qualified prospects and no cold calling. The role requires IIROC/CIRO experience (minimum 24 months) and a CIM designation; CFA is valued.

Qualifications

• Minimum 24 months combined IIROC/CIRO Investment Dealer registration.
• 5+ years of financial-services, investment, wealth-management or securities experience.
• Demonstrated success in business development, client acquisition or investment sales.
• Strong comfort discussing investments with high-net-worth individuals.

Responsibilities

• Work with a consistent pipeline of warm, qualified prospective clients.
• Conduct discovery conversations and understand investors' financial goals, current portfolios and concerns.
• Present the firm's investment philosophy, services and value proposition.
• Build trust with high-net-worth prospective clients.
• Lead virtual and telephone-based sales conversations.
• Convert qualified prospects into new clients.
• Transition new clients to the dedicated relationship and portfolio-management teams.
• Maintain disciplined follow-up throughout the sales process.

Skills

IIROC Registration

CIRO Registration

Client Acquisition

Closing Skills

Remote Work

Education

CIM designation

CFA designation valued

Job description

TalentSphere is seeking a Private Client Adviser – Financial Planner / Securities Specialist for a 100% remote, permanent, full-time role in Canada. Base salary is $100,000 with substantial OTE and uncapped commission potential.

You will focus on business development, client acquisition and closing, not on ongoing portfolio management, with a steady stream of qualified prospects and no cold calling. The role requires IIROC/CIRO experience (minimum 24 months) and a CIM designation; CFA is valued.