Canadian Private Client Sales Adviser

Sell wealth 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 includes personal sales support, client service, training, and marketing. The position centers on presenting the firm’s services to qualified prospects.Key Responsibilities:
Call high-net-worth prospects requesting additional informationMeet prospects and evaluate their personal situationsProvide appropriate wealth management solutionsEducate prospective clients about firm servicesHelp qualified consumers become firm clientsRequirements:
Five-plus years selling to stock market investorsIIROC licensing to buy and sell individual stocks and bondsCompleted CIM, MBA, or CFA Level 1Quantifiable success attaining new investor businessExperience with high-volume phone activity and meetingsApply proven investor sales success, IIROC licensing, and wealth management expertise as a Canadian Private Client Adviser.
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