Publié il y a 8 mois
Private Client Advisor / Wealth Advisor /Investment Specialist
@ TalentSphere
Calgary, Alberta
En bref
TalentSphere is recruiting a remote private client advisor for a large fee-only global money manager in Canada. The role is commission-driven sales: the advisor works warm, pre-qualified leads, holds consultative meetings with high net worth investors, and hands the account to a relationship management team after closing. Base-plus-uncapped-commission pay of $180,000 to $250,000 in year one is stated.
Salaire :
180 000 $–250 000 $ par année
Responsabilités :
- Receive and work warm, pre-qualified leads
- Conduct discovery calls and consultative meetings
- Present value propositions to high net worth individuals
- Close deals and hand off to relationship management
Résumé des exigences :
- CIM or CFA with active IIROC Basic Securities licence
- 5+ years selling financial services to HNW individuals
- Quantifiable track record of sales success
- Strong communication and presentation skills
- Tech-savvy with cloud-based tools
Outils et compétences
Source et dates
Type de source non vérifié · crelate
- Date publiée par l’employeur
- 2026-03-05
- Première détection par notre source
- 2026-10-16
- Mise à jour du dossier source
- 2026-11-07
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Expérience | 5 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Domicile |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CIM, CFA, IIROC Basic Securities licence, Dealing Representative |
| Avantages mentionnés | Prime de rendement, Formation payée |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
TalentSphere
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 263 |
Position: Private Client Advisor / Wealth Advisor / Investment Specialist
Location: BC - AB REMOTE
Salary: $180,000 -$250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth)
Industry: Financial Services /Wealth Management
Company Overview
Our client’s primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the worlds largest privately held, fee-only global money managers. They are established, successful, respected and aggressively growing in the Canadian market.
Role Overview
This is a dream opportunity for the experienced “hunter” who loves to sell. This unique business model offers a “top-down” approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration.
Responsibilities
- Pure Asset gathering. You will receive a continuous list of warm, pre-qualified leads. No cold calling, no product selling.
- Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals.
- Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and you’re on to the next!
Qualifications
- CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC
- 5+ years experience selling financial services /investment products including stocks to HNW individuals
- Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings.
- Tech-savvy communicator skilled in various computer softwares and cloud-based tools.
- Superior communication and presentation skills.
Why Apply?
This is a dream job for those who want to sell and not be bogged down by the “after-maintenance” of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on-going support and a continuous flow of warm leads. Sound awesome?? Let’s chat ASAP!
JOB ID: # 16815757
TSSHP, #LI-TS1
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