#16815756100% Remote | Permanent | Full-TimePrivate Client Adviser – Securities Specialist / Financial PlannerLocationAnywhere in Canada (excluding Quebec)CompensationBase $100KCompensation HighlightsBase salary: $100,000Year 1 OTE: $180,000 - 250K+Uncapped commission structureOverviewWe 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 CompanyOur 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 opportunityThis 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 strong leadership support, structured training, and a continuous flow of warm, pre-qualified leads. No cold calling.



No portfolio management.What You'll DoWork a steady stream of warm, pre-qualified leads provided to youConduct discovery calls, presentations, and consultative meetings with prospective clientsUnderstand client financial goals and present tailored investment solutionsClose current business opportunities and hand off clients to the service team post-onboardingWhat We're Looking ForActive Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficientCIM or CFA designation strongly preferred5+ years experience selling financial services or investment products to high-net-worth individualsProven, quantifiable sales results with a track record of client acquisitionStrong communication skills and comfort with high-volume virtual and phone-based sales activityTech-savvy with experience using digital tools and virtual platformsMust be a Canadian citizen or permanent resident currently residing in CanadaWhy this role stands outNo cold calling, warm leads provided continuouslyNo portfolio management, focus is strictly on sales and closingUncapped earnings potential with high commission structureFully remote flexibility anywhere in CanadaStrong training, leadership, and ongoing support from day one#J-18808-Ljbffr

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