Private Client Adviser – Financial Planner / Securities Specialist/ Wealth Adviser - Remote (Winnipeg)

Private Client Adviser – Financial Planner / Securities Specialist/ Wealth Adviser - Remote (Winnipeg)

18 Oct
|
Global Investment Management Firm
|
Winnipeg

18 Oct

Global Investment Management Firm

Winnipeg

Elevate your financial career with a fully remote Wealth Adviser role offering significant uncapped commission potential. This is not a traditional advisory position; instead, focus onbusiness development and client acquisition.Our client seeks high-performing financial professionals to engage with warm, qualified leads across Canada. If you thrive on closing deals and presenting investment opportunities, this role is a fit. You won’t manage existing portfolios but will help transition current clients to dedicated teams, maximizing your commission-based earning potential.Key Responsibilities:- Work with a pipeline of warm,



qualified prospective clients- Conduct discovery conversations to assess financial goals- Present investment philosophy and value proposition- Build trust with high-net-worth individuals- Lead virtual and telephone-based sales conversationsRequirements:- At least 24 months IIROC/CIRO Investment Dealer registration- 5+ years in financial services or investment roles- Proven success in business development and client acquisition- Strong ability to influence and close deals- Excellent virtual presentation and communication skillsThis Wealth Adviser role is ideal for self-motivated professionals eager to excel without earnings limitations.#J-18808-Ljbffr

📌 Private Client Adviser – Financial Planner / Securities Specialist/ Wealth Adviser - Remote (Winnipeg)
🏢 Global Investment Management Firm
📍 Winnipeg

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