Private Client Advisor - Calgary - TalentSphere Staffing Solutions

    TalentSphere Staffing Solutions
    Description

    Private Client Advisor / Wealth Advisor / Investment Specialist


    Location: Calgary - 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 client's primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the world's 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 "top‑down" approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you'll 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, pre‑qualified 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 you're 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.
    • Tech‑savvy communicator skilled in various computer software and cloud‑based 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 "after‑maintenance" 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, on‑going support and a continuous flow of warm leads. Sound awesome?? Let's chat ASAP

    JOB ID: #

    Seniority level


    Mid-Senior level

    Employment type


    Full-time

    Job function


    Finance and Sales

    Industries


    Staffing and Recruiting


    #J-18808-Ljbffr

  • Work in company

    Client Advisor

    Only for registered members

    Neuberger Berman Canada provides tailored solutions for Canadian financial advisors and high-net-worth investors. As part of a growing business in the country this role offers the opportunity to make a significant impact on the firm's future success. · Bachelor's degree in financ ...

    Calgary $190,000 - $220,000 (USD) Full time

    3 weeks ago

  • Work in company

    Client Advisor

    Only for registered members

    We are seeking a Client Advisor to maximize each client interaction by utilizing their client-focused sales expertise and natural problem-solving skills. As an RBC ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help ...

    Calgary $45,000 - $75,000 (CAD) per year Full time

    4 days ago

  • Work in company

    Client Advisor

    Only for registered members

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our ...

    Calgary Full time

    1 month ago

  • Work in company

    Client Advisor

    Only for registered members

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · ...

    Calgary

    1 month ago

  • Work in company

    Client Care Advisor

    Only for registered members

    Avalon Construction is seeking highly skilled sales professionals to conduct door-to-door outreach in communities impacted by hail or storm damage. · Engage with homeowners door-to-door in recently affected storm or hail-damage neighborhoods. · Clearly explain our consultation an ...

    Calgary, Alberta

    1 month ago

  • Work in company

    Private Client Advisor

    Only for registered members

    This is a dream opportunity for the experienced "hunter" who loves to sell. · Pure Asset gathering. · Discovery calls, presentations and analysis. · Present value propositions to high net worth individuals and close the deal. · ...

    Calgary, Alberta

    1 week ago

  • Work in company

    Client Solutions Advisor

    Only for registered members

    Requisition ID: 251828 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Retail Sales Advisor · We are actively recruiting experienced Sales Representatives– no previous banking experience required · Job Overview · As a Cli ...

    Calgary, Alberta

    2 days ago

  • Work in company

    Client Service Advisor

    Only for registered members

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · ...

    Calgary, Alberta

    2 weeks ago

  • Work in company

    Client Care Advisor

    Only for registered members

    Avalon Construction is seeking highly skilled sales professionals to conduct door-to-door outreach in communities impacted by hail or storm damage. · Engage with homeowners door-to-door in recently affected storm or hail-damage neighborhoods. · Clearly explain our consultation an ...

    Calgary

    1 month ago

  • Work in company

    Client Solutions Advisor

    Only for registered members

    Requisition ID: 251828 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Retail Sales Advisor · We are actively recruiting experienced Sales Representatives– no previous banking experience required · Job Overview · As a Cli ...

    Calgary

    3 days ago

  • Work in company

    Client Care Advisor

    Only for registered members

    +Job summary · Avalon Construction seeks sales professionals to conduct door-to-door outreach in communities impacted by hail damage. · +Engage with homeowners door-to-door · Schedule appointments for Senior Client Care Advisors · +RequirementsCell phone with internet access · Ex ...

    Calgary

    1 month ago

  • Work in company

    Private Client Advisor

    Only for registered members

    + Private Client Advisor Job summary: Dream opportunity for experienced hunters who love sales. Work remotely on your own schedule with steady support, relationship management team handling accounts after sale, and superior leadership available for ongoing collaboration. + Pure A ...

    Calgary

    1 month ago

  • Work in company

    Client Sales Advisor

    Only for registered members

    Selling to high net-worth clients using The Blue Moon Sales Process while personalizing the experience to address unique client needs. · ...

    Calgary, Alberta

    1 week ago

  • Work in company

    Client Sales Advisor

    Only for registered members

    Sales professional to jumpstart career with creative sales team at luxury furniture brand. · ...

    Calgary, Alberta

    1 month ago

  • Work in company

    Client Service Advisor

    Only for registered members

    Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic high value clients. · ...

    Calgary

    2 weeks ago

  • Work in company

    Client Service Advisor

    Only for registered members

    Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interacti ...

    Calgary $38,500 - $71,000 (CAD) Full time

    1 month ago

  • Work in company

    Client Service Advisor

    Only for registered members

    Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interacti ...

    Calgary $38,500 - $71,000 (USD) Full time

    2 weeks ago

  • Work in company

    Client Sales Advisor

    Only for registered members

    Selling to high net-worth clients using The Blue Moon Sales Process while personalizing the experience to address unique client needs. · ...

    Calgary

    1 month ago

  • Work in company

    Client Service Advisor

    Only for registered members

    Provides daily operational service support and ensures the delivery of exceptional client experiences. · Handles transactional requests, escalations and investigation of all types of service needs for clients. · ...

    Calgary $38,500 - $71,000 (USD) Full time

    3 weeks ago

  • Work in company

    Client Advisor Intern

    Only for registered members

    +Job summary+At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.+ · +Join our Talent Community to stay informed about career opportunities at RBC.Adaptability · ...

    Calgary Part time

    1 month ago

  • Work in company

    Client Sales Advisor

    Only for registered members

    This role involves selling to high net-worth clients using The Blue Moon Sales Process while personalizing the experience to address unique client needs. · ...

    Calgary

    2 weeks ago

Jobs
>
Private client advisor
>
Jobs for Private client advisor in Calgary