Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements shadowing sales activities? Looking to move on from cold calling? As a Canadian Private Client Adviser you will focus solely on sales - no service. Lead flow provided!
The Opportunity: This highly lucrative sales role allows you to work remotely from a home office, covering a local territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support, client service, training, marketing and more.
The Day-to-Day: Call high-net-worth prospects who have requested more information




Meet with prospects to evaluate their personal situation and provide solutions
Educate prospective clients on the firm’s services
Help qualified consumers become clients of the firm
Your Qualifications: 5+ years of specifically selling to stock market investors
IIROC licensed with the ability to buy/sell individual stocks and bonds AND completed CIM, MBA or CFA Level 1
Quantifiable track record of personal success attaining current investor business
Demonstrated experience in high volume phone activity and in-person meetings
Demonstrated success in a pay for production compensation model

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📌 Canadian Private Client Adviser (New Brunswick)
🏢 Zohorecruit
📍 New Brunswick