Remote Private Wealth Adviser — New-Business Closer

TalentSphere; Halifax; Remote; CAD 100,000 - 500,000; Full time

Benefits offered by this job

Remote work

Uncapped commissions

Global platform

Job summary

TalentSphere is seeking a Private Client Adviser – Financial Planner / Securities Specialist / Wealth Adviser to join a global investment-management organization. This 100% remote, permanent role focuses on business development, client acquisition and closing new relationships with high-net-worth individuals.

You will not manage portfolios post-onboarding; you will work with a steady stream of qualified prospects and transition new clients to dedicated teams.

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.
• Proven ability to influence and close business.

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.
• Focus your time almost exclusively on new business development and closing.

Skills

Business development

Client acquisition

Closing deals

Remote selling

High-net-worth clients

Education

CIM designation

CFA designation

IIROC/CIRO registration

Job description

TalentSphere is seeking a Private Client Adviser – Financial Planner / Securities Specialist / Wealth Adviser to join a global investment-management organization. This 100% remote, permanent role focuses on business development, client acquisition and closing new relationships with high-net-worth individuals.

You will not manage portfolios post-onboarding; you will work with a steady stream of qualified prospects and transition new clients to dedicated teams.