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 robust 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 chance to leverage your sales skills without the burden of managing client portfolios.
J-18808-Ljbffr

📌 Wealth Adviser – Remote Client Acquisition Regina
🏢 TalentSphere
📍 Regina