Wealth Adviser – Remote Client Acquisition (Alberta)

Wealth Adviser – Remote Client Acquisition (Alberta)

08 Oct
|
TalentSphere
|
Alberta

08 Oct

TalentSphere

Alberta

Transform your financial planning career into a wealth advisory role with unlimited earning potential. This 100% remote position focuses on client acquisition rather than portfolio management.

Our client, a leading global investment-management firm, seeks experienced Private Client Advisers to excel in business development. You will engage with a steady flow of warm leads, understanding their financial goals and converting them into clients. This role requires solid sales skills and the confidence to handle high-net-worth individuals effectively.

Key Responsibilities:
• Manage a pipeline of qualified prospective clients
• Conduct discovery conversations to assess financial goals
• Present investment services and value propositions




• Build trust with high-net-worth clients
• Transition clients to dedicated relationship teams

Requirements:
• Minimum 24 months of IIROC Investment Dealer registration
• 5+ years in financial services or wealth management
• Proven track record in client acquisition and sales
• Exceptional communication and presentation skills
• Motivated and self-driven to excel without limits

This role offers a unique opportunity to leverage your sales skills without the burden of managing client portfolios.
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📌 Wealth Adviser – Remote Client Acquisition (Alberta)
🏢 TalentSphere
📍 Alberta

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