At a Glance
- Tasks: Engage with warm leads and convert them into high-net-worth clients.
- Company: Global investment-management firm focused on business development.
- Benefits: Fully remote work, uncapped earnings, and a rewarding environment.
- Other info: Join a high-performance team with excellent growth opportunities.
- Why this job: Elevate your career while helping clients achieve their financial goals.
- Qualifications: Experience in financial services and proven client acquisition skills.
The predicted salary is between 135000 - 165000 $ per year.
Elevate your career with a unique opportunity at a global investment-management firm. Focus on business development and client acquisition without portfolio management.
This fully remote Financial Planner position is tailored for high-achieving professionals.
You won’t be managing client portfolios after onboarding; instead, you will engage with a continuous flow of warm leads, understanding their financial goals and converting them into clients.
This role combines your strong sales skills and confidence in a substantial earnings potential.
Key
Responsibilities
- Engage with warm, qualified prospective clients
- Conduct discovery conversations to grasp financial goals
- Present the firm’s investment philosophy convincingly
- Build trust with high-net-worth clients through virtual sales
- Transition clients to dedicated management teams seamlessly
Requirements
- Minimum 24 months as IIROC Investment Dealer representative
- 5+ years in financial services or investment sectors
- Proven business development and client acquisition track record
- Strong comfort discussing investments with sophisticated clients
- Excellent virtual presentation and communication skills
Join a rewarding environment that emphasizes high performance and uncapped earnings. #J-18808-Ljbffr
Financial Planner – Remote in Calgary employer: TalentSphere Staffing Solutions Inc.
Join a dynamic engineering consulting firm in Halifax, NS, where you can thrive in a hybrid work environment that balances remote flexibility with in-person collaboration. This company fosters a supportive culture, offering diverse building restoration projects and opportunities for professional development, ensuring your growth within a rapidly expanding organization. With competitive compensation, comprehensive benefits, and potential pathways to employee ownership, this role is perfect for those seeking meaningful and rewarding employment in the engineering field.
Contact Details:
TalentSphere Staffing Solutions Inc. Recruitment Team
