Opportunity Description
This is a remote position. Canadian Private Client Adviser Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements overshadowing sales activities? Looking to move on from cold calling? As a Canadian Private Client Adviser you will focus solely on sales no service. Lead flow provided! The Opportunity: This highly lucrative sales role allows you to work remotely from a home office, covering a local territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive corporate office backing from a dedicated team that includes personal sales support, client service, training, marketing and more. The Day-to-Day: Call high-net-worth prospects who have requested more information Meet with prospects to evaluate their personal situation and provide solutions Educate prospective clients on the firms services Help qualified consumers become clients of the firm Your Q...
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