100% Remote | Permanent | Full-Time

Private Client Adviser – Securities Specialist / Financial Planner

We are seeking a high-performing Private Client Adviser / Securities Specialist Financial Planner to join a leading global wealth advisory firm. This is a fully remote opportunity offering exceptional earning potential and the ability to work with high-value clients in a performance-driven setting.

Our client is one of the world’s largest privately held, fee-only global money managers, well-established, highly respected, and actively expanding in the Canadian market. The firm focuses on delivering personalized investment management solutions to help clients achieve long-term financial goals.

This is a pure sales-driven role designed for top-performing closers. You will focus entirely on client acquisition and relationship building. Once a client is onboarded, a dedicated relationship management team assumes responsibility, allowing you to focus on new business development.

This role is fully remote with strong leadership support,



structured training, and a continuous flow of warm, pre-qualified leads. Understand client financial goals and present tailored investment solutions

Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. CIM or CFA designation strongly preferred

5+ years experience selling financial services or investment products to high-net-worth individuals

Proven, quantifiable sales results with a track record of client acquisition

Strong communication skills and comfort with high-volume virtual and phone-based sales activity

Tech-savvy with experience using digital tools and virtual platforms

Must be a Canadian citizen or permanent resident currently residing in Canada

Fully remote flexibility anywhere in Canada

Strong training, leadership, and ongoing support from day one

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📌 Senior Financial Advisor - Full Time (Ottawa)
🏢 TalentSphere Staffing Solutions
📍 Ottawa