Private Client Advisor / Financial Consultant / Investment Advisor
$100k per yearTalentSphere Staffing Solutions
#16815758
100% Remote | Permanent | Full-Time
Private Client Adviser – Securities Specialist / Financial Planner
Location: Anywhere in Canada (excluding Quebec)
Compensation : Base $100K
On-Target Earnings (Year 1): $180K – $250K+ (uncapped commission)
Overview
We are seeking a high-performing Private Client Adviser / Securities Specialist Financial Planner to join a leading global wealth advisory firm. This is a fully remote opportunity offering exceptional earning potential and the ability to work with high-value clients in a performance-driven environment.
Compensation Highlights
Base salary: $100,000
Year 1 OTE: $180,000 – $250K+
Uncapped commission structure
About The Company
Our client is one of the world’s largest privately held, fee-only global money managers, well-established, highly respected, and actively expanding in the Canadian market. The firm focuses on delivering personalized investment management solutions to help clients achieve long-term financial goals.
The opportunity
This is a pure sales-driven role designed for top-performing closers. You will focus entirely on client acquisition and relationship building. Once a client is onboarded, a dedicated relationship management team assumes responsibility, allowing you to focus on new business development.
This role is fully remote with strong leadership support, structured training, and a continuous flow of warm, pre-qualified leads. No cold calling. No portfolio management.
What You'll Do
Work a steady stream of warm, pre-qualified leads provided to you
Conduct discovery calls, presentations, and consultative meetings with prospective clients
Understand client financial goals and present tailored investment solutions
Close new business opportunities and hand off clients to the service team post-onboarding
What We're Looking For
Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficient
CIM or CFA designation strongly preferred
5+ years experience selling financial services or investment products to high-net-worth individuals
Proven, quantifiable sales results with a track record of client acquisition
Strong communication skills and comfort with high-volume virtual and phone-based sales activity
Tech-savvy with experience using digital tools and virtual platforms
Must be a Canadian citizen or permanent resident currently residing in Canada
Why this role stands out
No cold calling, warm leads provided continuously
No portfolio management, focus is strictly on sales and closing
Uncapped earnings potential with high commission structure
Fully remote flexibility anywhere in Canada
Strong training, leadership, and ongoing support from day one
View email address on canada.jobradars.com
TSSHP,
$43.3k - $56.7k per year
...specific details for this role. TD Private Wealth Management takes a... ...personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to... ...dedicated and professional Investment Advisor (IA), while maintaining active participation...Private clientFull timeWork from home$60k - $80k per year
DNA Banking Client Support Consultant Position Description We're looking for DNA Banking Client Support Consultants with experience working... ...Qualifications: • Prior experience in banking or financial services, especially with DNA banking platforms. • Familiarity...Suggested- ...Management and Planning, Property and Development, the Asset Strategic Investment Planner leads and manages the Investment Planning process and... ...relationships with staff, management, and the including consultants, contractors, vendors and other external groups. ~ Microsoft...SuggestedFull timeFor contractorsWork at office
- ...rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes...SuggestedFull timeRemote workFlexible hours
$47k - $55k per year
...Administrative Assistant to join a terrific team of outgoing investment and insurance professionals. The Administrative Assistant... ...by providing administrative support directly to the financial advisors and clients. Working both independently and within a small team, the Administrative...SuggestedLong term contractPermanent employmentFull timeWork at officeMonday to friday- ...Summary: Client Service Execution Lead Remote | Fixed-Term Opportunity | 20–40 Hours per Week Bickert Management... ...Candidates must provide their own suitable computer, webcam, headset, private workspace, and reliable internet connection of at least 300 Mbps...Permanent employmentFull timePart timeFor contractorsFixed term contractCasual workInternshipRemote work
$109.7k - $159.7k per year
...are looking for a Director, Insurance and Advisor Compliance to join the Insurance... ...governance, audit, regulatory oversight, financial services, or a related discipline. Experience... ..., share ownership program and additional investment options. Rewards and Recognition: Employee...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours$36k - $125k per year
...looking to fill the position of a Sales Consultant, who, under the direction of General Manager... ...high customer satisfaction with every client, as well as generate sales revenue through... ...experience at all times ~ Coordinate with the Financial Services Team to ensure vehicles to be...Full timeWork at office$50k - $100k per year
...both Human and Kind… At Serenia Life Financial , we’ve been helping Canadians protect... .... Our approach is simple: understand our clients, build meaningful relationships, and provide... ...through leading-edge insurance, investment, and mortgage solutions Deliver exceptional...Remote workFlexible hours- ...just a top producer; you're a trusted advisor who knows that lasting client relationships are built on trust,... ...you're ready to represent exclusive investment opportunities backed by a 27-year track... ...: As a Relationship Manager, Private Equity you'll play a critical role...Long term contractFull timeInternshipRemote work
- ...The successful candidate will support the ongoing optimization of financial processes and reporting to help the organization effectively... ...On-the-job training in a continuous learning environment (we’ve invested 10.9 million in 2023) Advancement opportunities within our family...Full timeInternshipImmediate start
- ...Financial Controller Location: Manitoba, Canada Who we are: Established in 1979, Celco Controls has proudly become the largest automation firm in Manitoba. We have done this by advancing our clients’ industrial automation processes through the design and implementation...
$16 per hour
...Job Description About the Role As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll use your fashion...Hourly payPart timeInternshipLocal areaImmediate startFlexible hoursWeekday work$2000 - $4000 per month
...Job Description: ob Title International Consultation and Exchange Specialist Job Overview Responsible for global industry trend research... ...scheme suggestions for the institution and cooperative clients, and promote cross-regional professional resource connection and...Remote jobWork at officeWork from homeOverseas- ...Responsibility: We're searching for a Digital Sales Advisor. Are you searching for new possibilities?... ...about insurance and provide exceptional client service? If so, you will love working for... ...and write the stories of their careers. Financial assistance is available for approved work...Full timeInternshipWork at officeImmediate startFlexible hours
$17 per hour
...Vickar Automotive Group is sourcing a Collision Repair Advisor who will help ensure the smooth operation of a busy Body Shop with the front-end customer service team. Essentially reception/customer service while developing industry-specific knowledge. Training provided...Hourly payFull timeInternshipWork at officeMonday to fridayDay shift$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- ...Manager, you will be a part of our Private Tax practice. You will be... ...that align with the client's objectives, corresponding with... ...designed to support your physical, financial and social well-being. Plus,... ...of services in assurance, consulting, tax, strategy and transactions...Private practiceWorldwideWeekend work
- ...transnational network. Visit cpkcr.com to learn about the CPKC advantage, our purpose and culture. PURPOSE OF THE POSITION: The Analyst Financial Support will ensure protection of CPKC financial integrity and accuracy, including reporting on financial trends, performing...Full timePart timeFlexible hours
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free... ...be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want...Full timeLive outLocal areaFlexible hours
- ...in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to...Long term contractPermanent employmentFull timePart timeInternshipWork at officeLocal areaRemote workShift work2 days per week
$120k - $170k per year
...répondre aux besoins croissants de ses clients, notamment les producteurs d’... ...processus décisionnel en matière d’investissement. En tant que consultant.e en ingénierie indépendante et directeur... ...contrôle de projet et de rapports financiers Coordonner les activités ainsi...Daily paidPermanent employmentContract workWork at officeLocal areaBBA
Winnipeg, MB1 day ago$58k - $102k per year
...that matters, not just for our clients and our people, but for... ...for nearly three decades. By investing our time and professional... ...look like? As a Analyst or Consultant in the Insurance Solutions group... ...experience. Our recruitment advisors and hiring teams will utilize...Ongoing contractPermanent employmentWork at officeFlexible hours$75k - $80k per year
...first, dynamic environment where your ideas come to life and excellence shapes everything we do. Join our CR+ team as a Senior Financial Analyst in Winnipeg and help build a more sustainable future. What’s In It For You Taking care of our people is in our nature...Full timeWork at officeFlexible hours$18 - $21 per hour
...About the Role Staffmax is currently seeking a motivated and customer-focused Front Desk & Inside Sales Coordinator for one of our clients in Winnipeg. This role is ideal for someone who enjoys being the first point of contact, supporting customers, and working...Hourly payPermanent employmentFull timeWork at officeMonday to friday- ...Your Opportunity to SHINE ON Reporting to the Chief Financial Officer, the successful candidate is a member of the Senior Leadership Team... ...Y Winnipeg Supports Your Impact At YMCA-YWCA of Winnipeg, we invest in your growth and well-being through paid professional development...
- ..., meeting customers where they shop and helping them discover a financial product from one of Canada's trusted brands. If you love sales,... ...customers in-store and walk them through the features and value of our client's credit card products ~ Ask the right questions to...Hourly payPermanent employmentFull timePart timeFlexible hours
$50k - $80k per year
...Job Description: Job Responsibilities: The company is in the process of establishing a new office . The role requires a financial lead to be prepared in advance for the transition phase, working independently during the initial period. Core Responsibilities: Financial...Full timeWork at officeRelocation$18.3 per hour
...and have the ability to solve problems when things go wrong? Does this sound like you? We’re looking for Technical Customer Support Advisors to join our team! Our Technical Customer Support Advisors are the first point of contact for customers, being the friendly voice of...Hourly payFull timeInternshipFlexible hoursShift work- ...relationships with our people and our clients. Each day, our professionals... ...You will act as a trusted advisor to senior client stakeholders... ...engagements Portfolio & Financial Management Own a portfolio... ...Success ~ Technology consulting or delivery leadership ~ ERP...Long term contractFull timeWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor / Financial Consultant / Investment Advisor. Be the first to apply!
- customer team member Winnipeg, MB
- customer service representative night shift Winnipeg, MB
- customer service officer Winnipeg, MB
- représentant au service à la clientèle anglais Winnipeg, MB
- conseiller service clientèle Winnipeg, MB
- member services representative overnight Winnipeg, MB
- customer service advisor Winnipeg, MB
- conseiller clientele Winnipeg, MB
- conseiller clientèle Winnipeg, MB
- conseiller clientèle banque Winnipeg, MB