Canadian Private Client Adviser

Zohorecruit; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Zohorecruit is seeking an experienced Canadian Private Client Adviser to focus exclusively on sales. This remote role targets a local territory with light travel, backed by a corporate team including sales support, client service, training, and marketing.

You will present wealth management solutions and convert prospects into clients. Requirements include 5+ years selling to stock market investors, IIROC licensing with ability to trade stocks and bonds, and credentials such as CIM, MBA or CFA

Qualifications

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

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

Sales experience

High-net-worth clients

Phone sales

In-person meetings

Pay-for-performance

Education

IIROC licensed

CIM / MBA or CFA Level 1

Job description

Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements shadowing sales activities? Looking to move on from cold calling? As a Canadian Private Client Adviser you will focus solely on sales - no service. Lead flow provided!

The Opportunity:

This highly lucrative sales role allows you to work remotely from a home office, covering a local territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support, client service, training, marketing and more.

The Day-to-Day:

• 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

Your Qualifications:

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