Transform your financial planning career into a wealth advisory role with unlimited earning potential. This 100% remote position focuses on client acquisition rather than portfolio management.
Our client, a leading global investment-management firm, seeks experienced Private Client Advisers to excel in business development. You will engage with a steady flow of warm leads, understanding their financial goals and converting them into clients. This role requires strong sales skills and the confidence to handle high-net-worth individuals effectively.
Key Responsibilities:
- Manage a pipeline of qualified prospective clients
- Conduct discovery conversations to assess financial goals
- Present investment services and value propositions
- Build trust with high-net-worth clients
- Transition clients to dedicated relationship teams
Requirements:
- Minimum 24 months of IIROC Investment Dealer registration
- 5+ years in financial services or wealth management
- Proven track record in client acquisition and sales
- Exceptional communication and presentation skills
- Motivated and self-driven to excel without limits
This role offers a unique opportunity to leverage your sales skills without the burden of managing client portfolios.
Wealth Adviser – Remote Client Acquisition 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
