Senior External Client Advisor, Atlantic Canada — Remote

JPMorgan Chase & Co.; Remote; CAD 100,000 - 130,000; Full time

Job summary

A leading global financial firm is seeking an External Client Advisor in Atlantic Canada. This role requires over 10 years of sales experience in financial services, particularly with mutual funds and ETFs. The candidate will manage client relationships, conduct sales functions, and possess strong communication skills. The position allows for flexibility with remote work arrangements while emphasizing the importance of relationship-building within the financial advisor community.

Qualifications

• 10+ years’ experience in sales within a financial services company.
• Strong background in mutual funds, ETFs, and private alternatives.
• Experience working with financial advisors in Atlantic Canada.

Responsibilities

• Contact firms in Atlantic Canada for client development.
• Perform sales functions: meetings, follow-ups, presentations.
• Serve as primary contact for advisors regarding JP Morgan products.

Skills

Financial services sales experience

Knowledge of mutual funds and ETFs

Client-focused communication

Proficient with MS Office

Education

4-year degree

Job description

A leading global financial firm is seeking an External Client Advisor in Atlantic Canada. This role requires over 10 years of sales experience in financial services, particularly with mutual funds and ETFs. The candidate will manage client relationships, conduct sales functions, and possess strong communication skills. The position allows for flexibility with remote work arrangements while emphasizing the importance of relationship-building within the financial advisor community.