Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients. This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing service duties.
You will excel in a results-driven environment where client acquisition is prioritized. Engage prequalified high-net-worth prospects, conduct tailored investment consultations, and work with internal teams for smooth onboarding. Manage your territory flexibly while actively converting leads into long-term relationships.
Key Responsibilities:
- Engage high-net-worth prospects through provided consultations
- Present customized investment solutions based on need
- Transition prospects to long-term clients through effective sales
- Collaborate with internal teams for streamlined onboarding
- Keep track of outreach and sales activities diligently
Requirements:
- IIROC licensed as a Dealing Representative for 2 years
- 5+ years experience in high-net-worth client sales
- Demonstrated ability to exceed KPIs
- Comfortable with a high volume of engagements
- Growth mindset and self-direction
Become a pivotal part of a high-performance sales culture where your success is recognized and rewarded, allowing you to focus on what matters most: client relationships.
High-Performance Private Client Advisor for Wealth Acquisition in Ottawa employer: Capital Markets Advisors LLC
At Capital Markets Advisors LLC, we pride ourselves on being an exceptional employer that fosters a collaborative and entrepreneurial culture in the heart of Toronto. Our commitment to employee growth is reflected in our competitive compensation packages, including performance bonuses and long-term equity opportunities, ensuring that our Branch Manager has the resources and support needed to thrive. Join us to lead a team of experienced advisors in a dynamic environment where your leadership can make a meaningful impact on both client success and professional development.
Contact Details:
Capital Markets Advisors LLC Recruitment Team
