Elevate your career with a unique prospect at a global investment-management firm. Focus on business development and client acquisition without portfolio management.

This fully remote Financial Planner position is tailored for high-achieving professionals. You won’t be managing client portfolios after onboarding; instead, you will engage with a continuous flow of warm leads, understanding their financial goals and converting them into clients. This role combines your strong sales skills and confidence in a substantial earnings potential.

Key Responsibilities: • Engage with warm,



qualified prospective clients • Conduct discovery conversations to grasp financial goals • Present the firm’s investment philosophy convincingly • Build trust with high-net-worth clients through virtual sales • Transition clients to dedicated management teams seamlessly

Requirements: • Minimum 24 months as IIROC Investment Dealer representative • 5+ years in financial services or investment sectors • Proven business development and client acquisition track record • Strong comfort discussing investments with sophisticated clients • Excellent virtual presentation and communication skills

Join a rewarding environment that emphasizes high performance and uncapped earnings.

📌 Remote Financial Planner for High Earners (Calgary)
🏢 Talentsphere Staffing Solutions
📍 Calgary