#16815756100% Remote | Permanent | Full-Time Private Client Adviser – Securities Specialist / Financial Planner Location

Anywhere in Canada (excluding Quebec) Compensation

Base $100K Compensation Highlights

Base salary: $100,000 Year 1 OTE: $180,000 - 250K+ Uncapped commission structure Overview

We are seeking a high-performing Private Client Adviser / Securities Specialist Financial Planner to join a leading global wealth advisory firm. This is a fully remote opportunity offering exceptional earning potential and the ability to work with high-value clients in a performance-driven environment.

About The

Company

Our client is one of the world’s largest privately held, fee-only global money managers, well-established, highly respected, and actively expanding in the Canadian market. The firm focuses on delivering personalized investment management solutions to help clients achieve long-term financial goals. The opportunity

This is a pure sales-driven role designed for top-performing closers. You will focus entirely on client acquisition and relationship building. Once a client is onboarded, a dedicated relationship management team assumes responsibility, allowing you to focus on new business development. This role is fully remote with solid leadership support, structured training, and a continuous flow of warm, pre-qualified leads. No cold calling. No portfolio management.





What You'll Do Work a steady stream of warm, pre-qualified leads provided to you Conduct discovery calls, presentations, and consultative meetings with prospective clients Understand client financial goals and present tailored investment solutions Close new business opportunities and hand off clients to the service team post-onboarding What We're Looking For Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficient CIM or CFA designation strongly preferred 5+ years experience selling financial services or investment products to high-net-worth individuals Proven, quantifiable sales results with a track record of client acquisition Strong communication skills and comfort with high-volume virtual and phone-based sales activity Tech-savvy with experience using digital tools and virtual platforms Must be a Canadian citizen or permanent resident currently residing in Canada Why this role stands out No cold calling, warm leads provided continuously No portfolio management, focus is strictly on sales and closing Uncapped earnings potential with high commission structure Fully remote flexibility anywhere in Canada Strong training, leadership, and ongoing support from day one

📌 Senior Financial Advisor (Vancouver)
🏢 TalentSphere Staffing Solutions
📍 Vancouver