Canadian Private Client Adviser
CNI Consulting Inc.
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr
Vacancy posted 50 minutes ago
Similar jobs that could be interesting for youBased on the Canadian Private Client Adviser in Winnipeg, MB vacancy
- ...management solutions remotely from a home office while serving high-net-worth prospects within a local driving territory.As a Canadian Private Client Adviser, you will focus solely on sales, without service requirements. Lead flow is provided, and corporate office backing...Private clientWork at officeLocal areaRemote workHome office
CNI Consulting Inc.
Winnipeg, MB52 minutes ago $43.3k - $56.7k per year
...this role. Job Description: TD Private Wealth Management takes a... ...advice, solutions, and service to clients. TD Private Investment Advice... ...Representative (IR) with the Canadian Investment Regulatory Organization... ...work and at home. Please be advised that this job opportunity is...Private clientFull timeWork from home- ...opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will... ...and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course Nice-to-have Track record in building...SuggestedFlexible hours
$18 - $22 per hour
...Tasks Produce informational materials to increase awareness of services available Act as spokesperson for an organization Advise clients on advertising or sales promotion strategies Answer written and oral inquiries Assist in the preparation of brochures,...SuggestedPermanent employmentFull timePart timeWork at officeRemote work- Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients. Utilize your skills to make a significant difference in their financial journeys. This position allows you to work with prospective clients owning C$...Private clientRemote work
Fisher Investments
Winnipeg, MB52 minutes ago $50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers. With his consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs....$45k - $54k per year
...and more than 28 million activations, and are used by more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS) company with employees in Canada, the U.S., India, and Europe. For more information, please...Permanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift$53.9k - $89.8k per year
...- Join our Institutional Investment Solutions team as an Sr Client Support Consultant, Client Support, where you'll play a key role... ...purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours- ...support our people, patients, their families, and our communities. Humble and approachable, we achieve more together. Reception - Client Care Receptionist Do not miss out on this unique opportunity to join a fun and dynamic team! VetStrategy is an equal opportunity employer...
- ...committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan... ...knowledge and experience with strong technical skills Canadian securities course, or mutual fund license or CFP or life insurance...Work at office
$65k - $88k per year
...and more than 28 million activations, and are used by more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS) company with employees in Canada, the U.S., India, and Europe. For more information, please...Long term contractFull timeWork at officeRemote workFlexible hours$100k per year
...management, strong at winning new clients and confident in your ability... ...model and a rapidly growing Canadian presence. The opportunity... ...opportunity. Why successful advisers make the moveMany professionals... ...| Investment Advisor | Private Wealth Advisor | Associate Wealth...Private clientLong term contractPermanent employmentRemote workTalentSphere Staffing Solutions Inc.
Winnipeg, MB51 minutes ago- ...relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make...Full timeBank staffRemote work2 days per week
- ...relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make...Hourly payBank staffFlexible hoursAfternoon shift
$18 per hour
Overview Languages English Education ~ Secondary (high) school graduation certificate Experience Experience an asset On site Work must be completed at the physical location. There is no option to work remotely. Work setting ~ Employer's ...Permanent employmentFull timeRemote work$21.13 per hour
...banking Financial services industry Tasks Answer inquiries and provide information to customers Receive payments Answer clients' inquiries and provide information Answer electronic enquiries Type of experience ~ Call centre Screening questions...Permanent employmentFull timeDay shiftAltis
Winnipeg, MB20 days ago$18 per hour
...be completed at the physical location. There is no option to work remotely. Work setting Employer's home Work in employer's/client's home Responsibilities Tasks Follow parents’ lead with toilet training Assume full responsibility for household in absence...- ...Come Talk Tech With Us UW Management is looking for a friendly, curious Client Representative to join our growing team in Winnipeg, MB. This entry-level role is a great fit if you love a good conversation, enjoy figuring out what makes products tick, and get a kick out of...Full timeShift work
- ...Job Details Job Title Child caregiver - private home Job details • Location: 1225 Jefferson Avenue suite 209 Winnipeg, MB R2P 0M3 • Salary: $18.00 hourly / 35 hours per week • Terms of employment: Permanent employment, Full time • Starts: As soon as possible...Hourly payPermanent employmentFull timeImmediate start
$17.2 - $21.5 per hour
...hour shifts as our Call Centre operates 24 hours per day, 365 days per year. Your contribution to the team includes: Respond to client inquiries in a professional and timely manner Troubleshoot client issues and provide viable solutions Document client interactions...Hourly payFull timeWork at officeShift work$16.4 per hour
...approximately March 31, 2027 Number of Positions: 4 Classification: Clerk 3 (CL3) Rate of Pay : $16.40/hr The CSR is generally a client’s first point of contact when contacting the MSAP. Under the direction of the Supervisor, the CSR provides accurate information in...Hourly payContract workTemporary workWork at office- ...We're looking for an experienced Account Director / Client Services & Delivery Lead who thrives in a fast-moving agency environment. You'll serve as the primary strategic partner to key clients while leading delivery across multiple accounts, ensuring projects are properly...
- Advise clients on Canadian income tax, estate planning, and cross border structures at Segal GCSE LLP’s hybrid Toronto office.As Tax Manager, you will contribute to strategic tax planning and client management initiatives within Segal GCSE LLP. The role combines technical research...Work at office
Segal
Winnipeg, MB55 minutes ago - ...travel experiences. We bring to life each client’s desire to travel in a way that’s tailored... ...for them, in the company of local private guides who ensure that they enjoy the authentic... ...at any stage of our hiring process, please advise us when completing your application. #J-...Private clientLong term contractInternshipLocal areaWorldwide
Kensington
Winnipeg, MB54 minutes ago $120k - $215k per year
...différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des...Part timeBMO
Winnipeg, MB53 minutes ago- Lead Canadian tax engagements at MNP, applying tax strategy and leadership expertise. This full-time role requires no travel.As a Manager with MNP’s Tax team, you will guide client-facing engagement teams and deliver customized strategies within complex regulatory requirements...Full time
Mnp Llp
Winnipeg, MB49 minutes ago - Private client taxation leads this Tax Manager role at RSM, with hybrid work aligned to an RSM office and client needs. Advise business owners and high net worth families across complex tax requirements.RSM’s Private Client Services practice seeks a Tax Manager serving nationally...Private clientPrivate practiceWork at office
RSM Canada
Winnipeg, MB49 minutes ago - Lead private client tax engagements at RSM using partnership, corporate, and trust taxation expertise in a hybrid workstyle. Advise business owners and high net worth families through complex requirements.RSM’s Private Company practice seeks a Tax Supervisor supporting private...Private clientPrivate practice
RSM US
Winnipeg, MB51 minutes ago $250k - $300k per year
...manager, we build dynamic relationships with clients, understand their goals, and navigate... ...to our clients’ success. What is the Private Markets group responsible for?Franklin Templeton... ...to serve as Head of Private Markets, Canadian Wealth Management. This individual will...Long term contractTemporary workLocal areaFlexible hoursFranklin Templeton
Winnipeg, MB53 minutes ago- ...Our client, a leading GCC-based pension fund, is seeking an experienced Private Equity investor to join its Illiquid Alternatives platform in a senior leadership capacity. Reporting to the Head of Illiquid Alternatives, the successful individual will join and operate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Canadian Private Client Adviser. Be the first to apply!
Related searches
- conseiller service clientèle Winnipeg, MB
- customer experience specialist Winnipeg, MB
- full time customer service representative work from home Winnipeg, MB
- agent expérience client Winnipeg, MB
- représentant au service à la clientèle anglais Winnipeg, MB
- technicien support informatique Winnipeg, MB
- customer service representative full time Winnipeg, MB
- client onboarding specialist Winnipeg, MB
- customer team member Winnipeg, MB
- customer service agent Winnipeg, MB