Securities Specialist: Private Client Advisor
TalentSphere Staffing Solutions
Boost your financial advisory career as a Securities Specialist and Private Client Advisor. Work remotely in Canada with warm leads and high commission potential.
This prestigious global advisory firm seeks a high-performing Private Client Adviser specialized in securities. Ideal candidates are experienced financial planners driven by sales performance, focusing solely on client acquisition. With no cold calling and robust leadership support, you can maximize your efficiency while providing tailored investment solutions to high-value clients.
Key Responsibilities: • Manage warm, pre-qualified leads to drive sales • Facilitate discovery calls and consultative meetings • Align client financial aspirations with investment products • Close deals with new clients and hand off post-onboarding • Concentrate entirely on new business development
Requirements: • IIROC-active Dealing Representative licence with 24+ months experience • CIM or CFA designation strongly preferred • 5+ years in financial services sales • Proven client acquisition and sales success • Comfort in high-volume virtual and phone interactions
Engage with high-net-worth clients while focusing exclusively on closing new business in this rewarding remote role. #J-18808-Ljbffr
This prestigious global advisory firm seeks a high-performing Private Client Adviser specialized in securities. Ideal candidates are experienced financial planners driven by sales performance, focusing solely on client acquisition. With no cold calling and robust leadership support, you can maximize your efficiency while providing tailored investment solutions to high-value clients.
Key Responsibilities: • Manage warm, pre-qualified leads to drive sales • Facilitate discovery calls and consultative meetings • Align client financial aspirations with investment products • Close deals with new clients and hand off post-onboarding • Concentrate entirely on new business development
Requirements: • IIROC-active Dealing Representative licence with 24+ months experience • CIM or CFA designation strongly preferred • 5+ years in financial services sales • Proven client acquisition and sales success • Comfort in high-volume virtual and phone interactions
Engage with high-net-worth clients while focusing exclusively on closing new business in this rewarding remote role. #J-18808-Ljbffr
Reference: WJ-3875_11588414