25 Sep
|
Capital Markets Advisors
|
Moncton
25 Sep
Capital Markets Advisors
Moncton
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 consultationsPresent customized investment solutions based on needTransition prospects to long-term clients through effective salesCollaborate with internal teams for streamlined onboardingKeep track of outreach and sales activities diligentlyRequirements:IIROC licensed as a Dealing Representative for 2 years5+ years experience in high-net-worth client salesDemonstrated ability to exceed KPIsComfortable with a high volume of engagementsGrowth mindset and self-directionBecome 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 (Moncton)
🏢 Capital Markets Advisors
📍 Moncton