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 environment 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.

📌 High-Performance Private Client Advisor for Wealth Acquisition (Ottawa)
🏢 Capital Markets Advisors
📍 Ottawa