Canadian Private Client Sales Adviser
CNI Consulting Inc.
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 information
- Meet prospects and evaluate their personal situations
- Provide appropriate wealth management solutions
- Educate prospective clients about firm services
- Help qualified consumers become firm clients
Requirements:
- Five-plus years selling to stock market investors
- IIROC licensing to buy and sell individual stocks and bonds
- Completed CIM, MBA, or CFA Level 1
- Quantifiable success attaining new investor business
- Experience with high-volume phone activity and meetings
Apply proven investor sales success, IIROC licensing, and wealth management expertise as a Canadian Private Client Adviser.
#J-18808-LjbffrVacancy posted 1 day ago
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