Job Title

Private Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our clients primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the worlds largest privately held, fee-only global money managers. They are established, successful, respected and aggressively growing in the Canadian market. Role Overview This is a dream opportunity for the experienced hunter who loves to sell. This unique business model offers a topdown approach to business and will have you do what you do best sales. Working remotely and on your own schedule, youll 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. Responsibilities Pure Asset gathering. You will receive a continuous list of warm, prequalified leads. No cold calling, no product selling. Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals. Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and youre on to the next! Qualifications 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. Techsavvy communicator skilled in various computer softwares and cloudbased tools. Superior communication and presentation skills. Why Apply? This is a dream job for those who want to sell and not be bogged down by the aftermaintenance of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, ongoing support and a continuous flow of warm leads. Sound awesome? Apply ASAP! #J-18808-Ljbffr