Private Wealth Advisor – Remote in Calgary

Private Wealth Advisor – Remote in Calgary

Calgary Full-Time 69750 - 85250 $ / year (est.) Remote
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At a Glance

  • Tasks: Help high net worth clients grow their wealth while working remotely.
  • Company: Leading staffing solution provider with a focus on client success.
  • Benefits: Uncapped earnings, ongoing support, and flexible remote work.
  • Other info: Join a dynamic team and enjoy a supportive work environment.
  • Why this job: Maximize your sales potential without after-sales hassle in a rewarding role.
  • Qualifications: CIM or CFA required, with experience in selling financial products.

The predicted salary is between 69750 - 85250 $ per year.

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary.

This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance.

Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net worth individuals.

The position offers competitive earnings and ongoing support. #J-18808-Ljbffr

Private Wealth Advisor – Remote in Calgary employer: TalentSphere Staffing Solutions

Join a dynamic real estate development company in Burnaby, BC, where you will play a pivotal role in shaping financial strategies and operations. With a strong emphasis on employee growth, this organization fosters a collaborative work culture that values innovation and leadership. Enjoy competitive benefits and the opportunity to make a meaningful impact in a thriving industry.

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Contact Details:

TalentSphere Staffing Solutions Recruitment Team

We think you need these skills to ace Private Wealth Advisor – Remote in Calgary

CIM
CFA
Sales Skills
Financial Product Knowledge
Client Relationship Management
Asset Gathering
High Net Worth Client Engagement