Private Client Adviser /Securities Specialist / Financial Planner
About the role
Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan -REMOTE Salary: $180,000 -$250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services /Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the worlds largest privately held, fee-only global money managers. They are established, successful, respected and aggressively growing in the Canadian market.
Role Overview This is a dream opportunity for the experienced “hunter” who loves to sell. This unique business model offers a “top-down” approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration.
Responsibilities
- Pure Asset gathering. You will receive a continuous list of warm, pre-qualified leads. No cold calling, no product selling.
- Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals.
- Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and you’re on to the next!
Qualifications
- CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC
- 5+ years experience selling financial services /investment products including stocks to HNW individuals
- Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings.
- Tech-savvy communicator skilled in various computer softwares and cloud-based tools.
- Superior communication and presentation skills.
Why Apply? This is a dream job for those who want to sell and not be bogged down by the “after-maintenance” of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on-going support and a continuous flow of warm leads. Sound awesome?? Apply ASAP!
JOB ID: # 16815759
TSSHP,
About TalentSphere Staffing Solutions
Since 2013, TalentSphere Staffing Solutions has been a trusted partner for businesses across Canada and the US, providing top-tier recruitment and staffing services. With over two decades of industry expertise, our team of specialized recruiters is dedicated to connecting leading organizations with exceptional talent.
Our proven track record of successful placements speaks to our deep understanding of the industries we serve. We offer customized solutions that meet the unique needs of each client, whether it's executive search, permanent placement, or contract staffing. By leveraging our extensive network and market insights, we consistently deliver high-quality candidates who not only meet technical requirements but also align with company culture.
At TalentSphere, we believe in building lasting relationships and providing an unparalleled level of service, ensuring both clients and candidates find the perfect fit. With over 60 remote professionals working across Canada, we offer the agility and reach to support businesses of all sizes, from startups to global enterprises.
Discover how TalentSphere can help elevate your business by connecting you with the talent you need to succeed.
Private Client Adviser /Securities Specialist / Financial Planner
About the role
Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan -REMOTE Salary: $180,000 -$250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services /Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the worlds largest privately held, fee-only global money managers. They are established, successful, respected and aggressively growing in the Canadian market.
Role Overview This is a dream opportunity for the experienced “hunter” who loves to sell. This unique business model offers a “top-down” approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration.
Responsibilities
- Pure Asset gathering. You will receive a continuous list of warm, pre-qualified leads. No cold calling, no product selling.
- Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals.
- Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and you’re on to the next!
Qualifications
- CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC
- 5+ years experience selling financial services /investment products including stocks to HNW individuals
- Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings.
- Tech-savvy communicator skilled in various computer softwares and cloud-based tools.
- Superior communication and presentation skills.
Why Apply? This is a dream job for those who want to sell and not be bogged down by the “after-maintenance” of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on-going support and a continuous flow of warm leads. Sound awesome?? Apply ASAP!
JOB ID: # 16815759
TSSHP,
About TalentSphere Staffing Solutions
Since 2013, TalentSphere Staffing Solutions has been a trusted partner for businesses across Canada and the US, providing top-tier recruitment and staffing services. With over two decades of industry expertise, our team of specialized recruiters is dedicated to connecting leading organizations with exceptional talent.
Our proven track record of successful placements speaks to our deep understanding of the industries we serve. We offer customized solutions that meet the unique needs of each client, whether it's executive search, permanent placement, or contract staffing. By leveraging our extensive network and market insights, we consistently deliver high-quality candidates who not only meet technical requirements but also align with company culture.
At TalentSphere, we believe in building lasting relationships and providing an unparalleled level of service, ensuring both clients and candidates find the perfect fit. With over 60 remote professionals working across Canada, we offer the agility and reach to support businesses of all sizes, from startups to global enterprises.
Discover how TalentSphere can help elevate your business by connecting you with the talent you need to succeed.