Remote Private Wealth Advisor - Uncapped Earnings

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

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.