#16815756
100% Remote | Permanent | Full-Time
Private Client Adviser – Securities Specialist / Financial Planner
Location
Anywhere in Canada (excluding Quebec)
Compensation
Base $100K
Compensation Highlights
Base salary: $100,000
Year 1 OTE: $180,000 - 250K+
Uncapped commission structure
Overview
We are seeking a high-performing Private Client Adviser / Securities Specialist Financial Planner to join a leading global wealth advisory firm. This is a fully remote opportunity offering exceptional earning potential and the ability to work with high-value clients in a performance-driven environment.
About The Company
Our client is one of the world's largest privately held, fee-only global money managers, well-established, highly respected, and actively expanding in the Canadian market. The firm focuses on delivering personalized investment management solutions to help clients achieve long-term financial goals.
The opportunity
This is a pure sales-driven role designed for top-performing closers. You will focus entirely on client acquisition and relationship building. Once a client is onboarded, a dedicated relationship management team assumes responsibility, allowing you to focus on new business development.
This role is fully remote with strong leadership support, structured training, and a continuous flow of warm, pre-qualified leads. No cold calling. No portfolio management.
What You'll Do
- Work a steady stream of warm, pre-qualified leads provided to you
- Conduct discovery calls, presentations, and consultative meetings with prospective clients
- Understand client financial goals and present tailored investment solutions
- Close new business opportunities and hand off clients to the service team post-onboarding
What We're Looking For
- Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficient
- CIM or CFA designation strongly preferred
- 5+ years experience selling financial services or investment products to high-net-worth individuals
- Proven, quantifiable sales results with a track record of client acquisition
- Strong communication skills and comfort with high-volume virtual and phone-based sales activity
- Tech-savvy with experience using digital tools and virtual platforms
- Must be a Canadian citizen or permanent resident currently residing in Canada
Why this role stands out
- No cold calling, warm leads provided continuously
- No portfolio management, focus is strictly on sales and closing
- Uncapped earnings potential with high commission structure
- Fully remote flexibility anywhere in Canada
- Strong training, leadership, and ongoing support from day one
Senior Financial Advisor in Ottawa 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.
Contact Details:
TalentSphere Staffing Solutions Recruitment Team
