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CNI Consulting Inc. over 2 years ago
canadacanadasalessales
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< class="h1">Description

This is a remote position.

< class="h1" style="margin: 0.67em 0px; color: #46474a; font-style: normal; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; background-color: #ffffff;">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!

 

< class="h1" style="margin: 0.67em 0px; color: #46474a; font-style: normal; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; background-color: #ffffff;">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.

 

< class="h1" style="margin: 0.67em 0px; color: #46474a; font-style: normal; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; background-color: #ffffff;">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 firm’s services
  • Help qualified consumers become clients of the firm

 

< class="h1" style="margin: 0.67em 0px; color: #46474a; font-style: normal; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; background-color: #ffffff;">Your Qualifications:
  • 5+ years of specifically selling to stock market investors
  • IIROC licensed with the ability to buy/sell inidual stocks and bonds AND completed CIM, MBA or CFA Level 1
  • Quantifiable track record of personal success attaining new investor business
  • Demonstrated experience in high volume phone activity and in-person meetings
  • Demonstrated success in a pay for production compensation model
 

 

< class="h1">Skills

Qualifications Bachelor’s degree from an accredited college or university Minimum 5 years relevant experience within financial services, wealth management preferred Strong organization and communication skills CFP required Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform

< class="h1">Experience

4-5 years