Private Client Advisor Wealth Acquisition

Position: High-Performance Private Client Advisor for Wealth Acquisition
Location: Fort Simpson

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients. This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing service duties.

You will excel in a results-driven environment where client acquisition is prioritized. Engage prequalified high-net-worth prospects, conduct tailored investment consultations, and work with internal teams for smooth onboarding. Manage your territory flexibly while actively converting leads into long-term relationships.

Key Responsibilities:

• Engage high-net-worth prospects through provided consultations

• Present customized investment solutions based on need

• Transition prospects to long-term clients through effective sales

• Collaborate with internal teams for streamlined onboarding

• Keep track of outreach and sales activities diligently

Requirements:

• IIROC licensed as a Dealing Representative for 2 years

• 5+ years experience in high-net-worth client sales

• Demonstrated ability to exceed KPIs

• Comfortable with a high volume of engagements

• Growth mindset and self-direction

Become a pivotal part of a high-performance sales culture where your success is recognized and rewarded, allowing you to focus on what matters most: client relationships.
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