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 (Canada)
🏢 Zohorecruit
📍 Canada