Private Client Adviser – Financial Planner​/Securities Specialist​/Wealth Adviser

Location: Anywhere in Canada, excluding Quebec

Base Salary: $100,000

Year 1 OTE: $180,000–$500,000+

Uncapped Commission | Significant Long-Term Earning Potential

If you are successful in wealth management, strong at winning new clients and confident in your ability to sell — but feel you have reached a ceiling in the traditional bank or wealth-management model — this opportunity is worth exploring.

Our client is a highly established global investment-management organization with a unique business model and a rapidly growing Canadian presence.

The opportunity is designed for high-performing financial professionals who want to focus on what they do best:
business development, client acquisition and closing new relationships.

You will not be responsible for managing client portfolios after onboarding.

You will not spend your days servicing an existing book.

You will not be cold calling.

Instead, you will work with a continuous flow of qualified prospective clients who have already expressed interest in the firm's investment-management offering. Your role is to understand their financial situation, establish credibility, articulate the firm's value proposition and convert qualified prospects into clients.

Once the relationship is established, the client is transitioned to a dedicated portfolio and relationship-management team. You are paid our your commissions and move on to the next opportunity.

Many professionals joining this organization come from traditional Financial Advisor, Wealth Advisor, Investment Advisor or Associate Portfolio Manager environments.

They are already successful.

What they are looking for is more upside, more focus and fewer limitations on what they can earn. They are tired of waiting to inherit a promised portfolio.

• Loves the business-development side of wealth management
• Is highly confident speaking with sophisticated investors
• Enjoys presenting, influencing and closing
• Does not want to manage client assets through every market rise and decline
• Wants a fully remote career with a structured, professional workday
• Is motivated by performance and does not want compensation capped at a few hundred thousand dollars
• Has the drive and confidence to pursue substantially higher income based on results

Top performers within the organization can build exceptionally lucrative careers, with some reaching seven-figure annual compensation.

This is NOT a role for someone looking for a comfortable salary and predictable bonus.

It is for someone who is hungry, competitive, self-motivated and genuinely excited by the opportunity to be paid at a very high level for producing results.

• Work with a consistent pipeline of warm, qualified prospective clients
• Conduct discovery conversations and understand investors' financial goals, current portfolios and concerns
• Present the firm's investment philosophy, services and value proposition
• Build trust with high-net-worth prospective clients
• Lead virtual and telephone-based sales conversations
• Convert qualified prospects into new clients
• Transition new clients to the dedicated relationship and portfolio-management teams
• Maintain disciplined follow-up throughout the sales process
• Focus your time almost exclusively on new business development and closing

Candidates must have accumulated a minimum of 24 months of registration as an Investment Dealer representative under IIROC/CIRO during their career.

• Can be current or previous registration
• Can be accumulated…