Remote Private Wealth Advisor - High-Net-Worth Sales

Zohorecruit; Toronto; Remote; CAD 90,000 - 150,000; Full time

Job summary

Zohorecruit is seeking a Canadian Private Client Adviser who will focus solely on sales with lead flow provided. You will present wealth management solutions to high-net-worth prospects from a home office, covering a local territory within driving distance, with corporate office backing including sales support, client service, training and marketing.

The role emphasizes selling to stock market investors, requires IIROC licensing and CIM/MBA or CFA Level 1, plus a proven track record in

Qualifications

• 5+ years of selling to stock market investors.
• IIROC licensed with ability to buy/sell individual stocks and bonds and CIM/MBA or CFA Level 1 completed.
• Quantifiable track record of personal success attaining new investor business.
• Demonstrated experience in high volume phone activity and in-person meetings.

Responsibilities

• Call high-net-worth prospects who have requested more information.
• Meet with prospects to evaluate their personal situation and provide solutions.
• Educate prospective clients on the firm’s services.
• Help qualified consumers become clients of the firm.

Skills

Stock market sales

Phone sales

Client acquisition

Education

CIM

MBA or CFA Level 1

Job description

Zohorecruit is seeking a Canadian Private Client Adviser who will focus solely on sales with lead flow provided. You will present wealth management solutions to high-net-worth prospects from a home office, covering a local territory within driving distance, with corporate office backing including sales support, client service, training and marketing.

The role emphasizes selling to stock market investors, requires IIROC licensing and CIM/MBA or CFA Level 1, plus a proven track record in