Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients. This fully remote prospect features an uncapped commission structure, warm leads, and no ongoing service duties.
You will excel in a results-driven setting where client acquisition is prioritized. Engage prequalified high-net-worth prospects, conduct tailored investment consultations, and work with internal teams for smooth onboarding. Manage your territory flexibly while actively converting leads into long-term relationships.
Key Responsibilities:
• Engage high-net-worth prospects through provided consultations
• Present customized investment solutions based on need
• Transition prospects to long-term clients through effective sales




• Collaborate with internal teams for streamlined onboarding
• Keep track of outreach and sales activities diligently
Requirements:
• IIROC licensed as a Dealing Representative for 2 years
• 5+ years experience in high-net-worth client sales
• Demonstrated ability to exceed KPIs
• Comfortable with a high volume of engagements
• Growth mindset and self-direction
Become a pivotal part of a high-performance sales culture where your success is recognized and rewarded, allowing you to focus on what matters most: client relationships.
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📌 High Performance Private Client Advisor For Wealth Acquisition Calgary
🏢 Capital Markets Advisors
📍 Calgary