Canadian Private Client Adviser

Job Description

<p>This is a remote position.</p><h2>Canadian Private Client Adviser<br></h2><p>Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements overshadowing 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<br></p><h2>The Opportunity:<br></h2><p>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.<br></p><h2>The Day-to-Day:<br></h2><ul><li>Call high-net-worth prospects who have requested more information<br></li> <li>Meet with prospects to evaluate their personal situation and provide solutions<br></li> <li>Educate prospective clients on the firm's services<br></li> <li>Help qualified consumers become clients of the firm<br></li> </ul><h2>Your Qualifications:<br></h2><ul><li>5+ years of specifically selling to stock market investors<br></li> <li>IIROC licensed with the ability to buy/sell individual stocks and bonds AND completed CIM, MBA or CFA Level 1<br></li> <li>Quantifiable track record of personal success attaining new investor business<br></li> <li>Demonstrated experience in high volume phone activity and in-person meetings<br></li> <li>Demonstrated success in a pay for production compensation model<br></li> </ul>
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