Remote Financial Planner for High Earners

TalentSphere Staffing Solutions Inc.

Elevate your career with a unique opportunity at a global investment-management firm. Focus on business development and client acquisition without portfolio management. This fully remote Financial Planner position is tailored for high-achieving professionals. You won’t be managing client portfolios after onboarding; instead, you will engage with a continuous flow of warm leads, understanding their financial goals and converting them into clients. This role combines your strong sales skills and confidence in a substantial earnings potential. Key Responsibilities:

Engage with warm, qualified prospective clients
Conduct discovery conversations to grasp financial goals
Present the firm’s investment philosophy convincingly
Build trust with high-net-worth clients through virtual sales
Transition clients to dedicated management teams seamlessly

Requirements:

Minimum 24 months as IIROC Investment Dealer representative
5+ years in financial services or investment sectors
Proven business development and client acquisition track record
Strong comfort discussing investments with sophisticated clients
Excellent virtual presentation and communication skills

Join a rewarding environment that emphasizes high performance and uncapped earnings. #J-18808-Ljbffr

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Vacancy posted 18 hours ago

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