22 Oct
|
TalentSphere
|
Regina
22 Oct
TalentSphere
Regina
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 strong 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.
📌 Wealth Adviser - Remote Client Acquisition (Regina)
🏢 TalentSphere
📍 Regina