Job Title

Role Summary: We are seeking a seasoned Investment Advisor to join our team in Canada. The successful candidate will have extensive experience working with high net worth clients, strong sales numbers, and a proven ability to succeed in a consultative sales role. About the Role: As an Investment Advisor, you will be responsible for gathering new assets from pre-qualified leads of potential high net worth investors. You will promote the firm''s portfolio management services and work closely with the Portfolio Management team and Relationship Management teams to manage client relationships and portfolios. Key Responsibilities: Gather new assets from pre-qualified leads of potential high net worth investors Promote the firm''s portfolio management services Work closely with the Portfolio Management team and Relationship Management teams to manage client relationships and portfolios Requirements: To be successful in this role, you will need to have: Extensive experience working as an Investment Advisor A proven track record of strong sales numbers Ability to succeed in a consultative sales role Licenses to sell stocks and bonds Comfortable discussing all asset classes One of the following designations: CIM, CFA Level 1, or MBA Benefits: This role offers a competitive compensation package including a base salary of $100k and total compensation expected to be at $200-600k in the first year, plus full medical and dental benefits. About Us: Our global Wealth, Portfolio Management client is a top-performing firm that has been in the industry for many years. They offer extensive training and onboarding, home office setup, and cover travel costs and expenses associated with the role.