Canadian Private Client Adviser
Job Description
This is a remote position.
Canadian Private Client Adviser
Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements overshadowing sales activities? Looking to move on from cold calling? As a Canadian Private Client Adviser you will focus solely on sales – no service. Lead flow provided
The Opportunity:
This highly lucrative sales role allows you to work remotely from a home office, covering a local territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support, client service, training, marketing and more.
The Day-to-Day:
- Call high-net-worth prospects who have requested more information
- Meet with prospects to evaluate their personal situation and provide solutions
- Educate prospective clients on the firm's services
- Help qualified consumers become clients of the firm
Your Qualifications:
- 5+ years of specifically selling to stock market investors
- IIROC licensed with the ability to buy/sell individual stocks and bonds AND completed CIM, MBA or CFA Level 1
- Quantifiable track record of personal success attaining new investor business
- Demonstrated experience in high volume phone activity and in-person meetings
- Demonstrated success in a pay for production compensation model
How to Apply
Ready to start your career as a Canadian Private Client Adviser at CNI Consulting Inc.?
- Click the "Apply Now" button below.
- Review the safety warning in the modal.
- You will be redirected to the employer's official portal to complete your application.
- Ensure your resume and cover letter are tailored to the job description using our AI tools.
Frequently Asked Questions
Who is hiring?▼
This role is with CNI Consulting Inc. in Toronto.
Is this a remote position?▼
This appears to be an on-site role in Toronto.
What is the hiring process?▼
After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.
How can I improve my application?▼
Tailor your resume to the specific job description. You can use our free Resume Analyzer to see how well you match the requirements.
What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.