Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Financial Services / Wealth Management Our client’s primary goal is to help those achieve their investment goals through personalized investment management. They are established, successful, respected and aggressively growing in the Canadian market. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration.
Pure Asset gathering. Present value propositions to high net worth individuals and close the deal.
CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC 5+ years experience selling financial services / investment products including stocks to HNW individuals Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings.
Tech‑savvy communicator skilled in various computer software and cloud‑based tools. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on‑going support and a continuous flow of warm leads.
Let’s chat ASAP! Mid-Senior level Full time Finance and Sales