Elevate your career with a unique opportunity 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 setting that emphasizes high performance and uncapped earnings.#J-18808-Ljbffr

📌 Remote Financial Planner For High Earners (Winnipeg)
🏢 Talentsphere Staffing Solutions
📍 Winnipeg