Become a Wealth Management Advisor with a large global firm specializing in high net worth clients. Focus on converting warm leads into clients without traditional prospecting. This home-based outside sales role targets high net worth individuals with over $500,000 to invest.

Your focus will be solely on closing leads provided by the firm, allowing you to concentrate on relationship-building and portfolio management. Enjoy extensive support from dedicated service teams who manage client transitions and retention. Key Responsibilities:

- Close leads from high net worth clientele
- Provide tailored portfolio management solutions
- Collaborate with dedicated service teams
- Utilize firm-provided marketing materials
- Manage relationships with existing clients Requirements:
- Completed MBA or CFA Level 1, or CIM within 3 months
- Licensed to manage portfolios with stocks and bonds
- 2 years portfolio management experience in the last 3 years
- Exceptional interpersonal and communication skills
- Ability to work independently in a home office Leverage your expertise in wealth management and focus on high-value clients for a rewarding career in finance.

📌 High Net Worth Wealth Management Advisor (Toronto)
🏢 Zohorecruit
📍 Toronto