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 specialists. 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 workplace that emphasizes high performance and uncapped earnings. #J-18808-Ljbffr

📌 Remote Financial Planner For High Earners Montreal
🏢 TalentSphere Staffing Solutions
📍 Montreal