Private Client Advisor

Job summary

Engage prequalified high-net-worth prospects through scheduled consultations, present tailored investment solutions, and convert prospects into long-term clients. Coordinate onboarding and related internal handoffs while maintaining proactive outreach and disciplined activity tracking.

Job details

Position: Private Client Advisor – High-Net-Worth Sales (Remote, Canada) Employment Type: Full-Time | Remote | Uncapped Commission Structure Location: Remote (Must reside in Canada; local travel required) About Capital Markets Advisors (CMA) Capital Markets Advisors (CMA) is a boutique executive search and business advisory firm with over 20 years of experience helping leading financial services companies attract, grow, and retain top talent. We specialize in identifying professionals who not only meet technical requirements but who also align with our clients’ strategic vision and growth objectives. Our recruiting services focus on high-impact roles across wealth management, asset management, capital markets, and banking. We are currently engaged on behalf of a top-tier, global client-focused investment firm seeking a Private Client Advisor to join their high-performance sales team. This is a compelling opportunity for results-oriented professionals ready to elevate their career and income by working with qualified high-net-worth prospects. The Opportunity As a Private Client Advisor, you will focus exclusively on new client acquisition. You’ll be provided with warm, qualified leads (C$500K+ investable assets) and operate in a sales role that is both entrepreneurial and supported by an established platform. There is no requirement for ongoing portfolio management or service duties—your energy is spent where it counts: converting qualified prospects into clients. This role is remote, with territory coverage within driving distance, giving you autonomy and flexibility to manage your success. The firm offers a proven marketing engine, robust sales infrastructure, and a supportive environment where performance is recognized and rewarded. Key Responsibilities Engage high-net-worth prequalified prospects through scheduled consultations (leads provided). Conduct personalized, needs-based discussions to present tailored investment solutions. Convert prospects into long-term clients through a consultative sales approach. Coordinate with internal teams for client onboarding, portfolio construction, and relationship management—so you can stay focused on new business development. Maintain a disciplined and proactive approach to outreach and activity tracking. Ideal Candidate Profile IIROC licensed as a Dealing Representative (Investment Dealer) for at least 2 of the past 5 years. Proven ability to sell and provide investment advice on individual securities. Minimum 5 years of successful high-net-worth client acquisition experience. Strong record of consistently exceeding sales targets in a competitive, KPI-driven environment. Comfortable with a high volume of phone and in-person activity. Self-starter with a growth mindset and the ability to thrive in a remote, results-oriented role. What’s in It for You Uncapped earning potential – performance directly drives compensation. Remote structure with flexible territory management. Robust marketing support and pipeline of high-quality leads. 100% employer-paid premiums for a comprehensive healthcare plan (medical, dental, vision, and orthodontia ) for employees and dependents. $10,000 employer-paid life and AD&D insurance coverage. Paid time off and statutory holidays according to your province. Employee Assistance Program and well-being services. $10,000 (or equivalent local currency) in fertility, hormonal health, and family-planning benefits. Why This Role Stands Out This position is ideal for financial professionals who want to be in full control of your own earning potential with no proprietary products focus on what they do best: selling and building relationships—not managing portfolios or navigating internal red tape. You’ll work in a high-integrity, high-performance culture with a mission to deliver lasting value to HNW & UHNW clients. If you’re motivated by results, driven to exceed expectations, and excited to make a tangible impact in the lives of affluent investors, like working in a global firm that promotes heavily from within we want to hear from you. Apply Today Ready to take your financial sales career to the next level? Apply now to explore how this opportunity can elevate your earning potential and professional growth.

What you’ll do

Engage prequalified high-net-worth prospects through scheduled consultations, present tailored investment solutions, and convert prospects into long-term clients. Coordinate onboarding and related internal handoffs while maintaining proactive outreach and disciplined activity tracking.

Requirements

Candidates must have held an IIROC Dealing Representative (Investment Dealer) license for at least two of the past five years and have at least five years of successful high-net-worth client acquisition experience. They must be able to advise on and sell individual securities, consistently exceed sales targets, and thrive in a remote, high-activity environment.

Benefits

• Uncapped Earning Potential
• Employer-Paid Healthcare Premiums
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Orthodontia Coverage
• Life Insurance
• AD&D Insurance
• Paid Time Off
• Statutory Holidays
• Employee Assistance Program
• Well-Being Services
• Fertility Benefits
• Hormonal Health Benefits
• Family-Planning Benefits

Listed skills

• Consultative Selling · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• High-Net-Worth Client Acquisition
• Investment Advice
• Individual Securities Sales
• Consultative Selling
• Needs-Based Sales
• Lead Conversion
• New Business Development
• Client Relationship Building
• Prospecting
• Sales Target Achievement
• KPI Tracking
• Outreach
• Activity Tracking
• Client Onboarding Coordination
• Remote Territory Management

Job areas

• Sales
• Finance & Accounting
• Consulting

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