Senior Financial Advisor

TalentSphere Staffing Solutions; Vancouver; On-site; CAD 100,000 - 250,000; Full time

Job summary

TalentSphere Staffing Solutions is seeking a Private Client Adviser / Securities Specialist Financial Planner to join a global wealth advisory firm. This fully remote Canada-wide role targets high-net-worth clients with a focus on acquisition and revenue growth.

Base salary around $100K with uncapped commission; Year 1 OTE $180K–$250K+. Experience in selling financial services and licensure are required; CIM/CFA preferred.

Qualifications

• Active Dealing Representative licence (IIROC) with minimum 24 months experience as an Investment Dealer Representative.
• CIM or CFA designation strongly preferred.
• 5+ years experience selling financial services or investment products to high-net-worth individuals.

Responsibilities

• Work a steady stream of warm, pre-qualified leads provided to you.
• Conduct discovery calls, presentations, and consultative meetings with prospective clients.
• Understand client financial goals and present tailored investment solutions.
• Close new business opportunities and hand off clients to the service team post-onboarding.

Skills

Sales Excellence

Client Acquisition

High-Volume Sales

Communication

Virtual/Phone Sales

Education

IIROC Licensed Investment Dealer Representative

CIM or CFA preferred

Job description

#16815756

100% Remote | Permanent | Full-Time

Private Client Adviser – Securities Specialist / Financial Planner

Location

Anywhere in Canada (excluding Quebec)

Compensation

Base $100K

Compensation Highlights

Base salary: $100,000

Year 1 OTE: $180,000 - 250K+

Uncapped commission structure

Overview

We are seeking a high-performing Private Client Adviser / Securities Specialist Financial Planner to join a leading global wealth advisory firm. This is a fully remote opportunity offering exceptional earning potential and the ability to work with high-value clients in a performance-driven environment.

About The Company

Our client is one of the world’s largest privately held, fee-only global money managers, well-established, highly respected, and actively expanding in the Canadian market. The firm focuses on delivering personalized investment management solutions to help clients achieve long-term financial goals.

The opportunity

This is a pure sales-driven role designed for top-performing closers. You will focus entirely on client acquisition and relationship building. Once a client is onboarded, a dedicated relationship management team assumes responsibility, allowing you to focus on new business development.

This role is fully remote with strong leadership support, structured training, and a continuous flow of warm, pre-qualified leads. No cold calling. No portfolio management.

What You'll Do

• Work a steady stream of warm, pre-qualified leads provided to you
• Conduct discovery calls, presentations, and consultative meetings with prospective clients
• Understand client financial goals and present tailored investment solutions
• Close new business opportunities and hand off clients to the service team post-onboarding

What We're Looking For

• Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficient
• CIM or CFA designation strongly preferred
• 5+ years experience selling financial services or investment products to high-net-worth individuals
• Proven, quantifiable sales results with a track record of client acquisition
• Strong communication skills and comfort with high-volume virtual and phone-based sales activity
• Tech-savvy with experience using digital tools and virtual platforms
• Must be a Canadian citizen or permanent resident currently residing in Canada

Why this role stands out

• No cold calling, warm leads provided continuously
• No portfolio management, focus is strictly on sales and closing
• Uncapped earnings potential with high commission structure
• Fully remote flexibility anywhere in Canada
• Strong training, leadership, and ongoing support from day one