Private Client Advisor / Financial Consultant / Investment Advisor

#16815758

100% Remote | Permanent | Full-Time

Private Client Adviser – Securities Specialist / Financial Planner

Location: Anywhere in Canada (excluding Quebec)

Compensation: Base $100K

On-Target Earnings (Year 1): $180K – $250K+ (uncapped commission)

Overview

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 environment.

Compensation Highlights

Base salary: $100,000

Year 1 OTE: $180,000 – $250K+

Uncapped commission structure

About The Company

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.

The opportunity

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. No cold calling. No portfolio management.

What You'll Do

Work a steady stream of warm, pre-qualified leads provided to you

Conduct discovery calls, presentations, and consultative meetings with prospective clients

Understand client financial goals and present tailored investment solutions

Close new business opportunities and hand off clients to the service team post-onboarding

What We're Looking For

Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficient

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

Why this role stands out

No cold calling, warm leads provided continuously

No portfolio management, focus is strictly on sales and closing

Uncapped earnings potential with high commission structure

Fully remote flexibility anywhere in Canada

Strong training, leadership, and ongoing support from day one

[email protected]

TSSHP,