Elevate your career with a unique opportunity at a global investment-management firm. Focus on business development and client acquisition without portfolio management.

This fully remote Financial Planner position is tailored for high-achieving professionals. You won’t be managing client portfolios after onboarding; instead, you will engage with a continuous flow of warm leads, understanding their financial goals and converting them into clients. This role combines your strong sales skills and confidence in a substantial earnings potential.

Key Responsibilities:
• Engage with warm, qualified prospective clients
• Conduct discovery conversations to grasp financial goals
• Present the firm’s investment philosophy convincingly




• Build trust with high-net-worth clients through virtual sales
• Transition clients to dedicated management teams seamlessly

Requirements:
• Minimum 24 months as IIROC Investment Dealer representative
• 5+ years in financial services or investment sectors
• Proven business development and client acquisition track record
• Robust comfort discussing investments with sophisticated clients
• Excellent virtual presentation and communication skills

Join a rewarding environment that emphasizes high performance and uncapped earnings.
#J-18808-Ljbffr

📌 Remote Financial Planner for High Earners (Alberta)
🏢 Talentsphere Staffing Solutions
📍 Alberta