Private Client Advisor / Wealth Advisor /Investment Specialist
$133,200–$185,000 year
Remote · Calgary, Alberta, Canada
Job Summary
Private Client Advisor / Wealth Advisor role selling to high-net-worth individuals with a top-down, remote sales model. Responsibilities include discovery calls, presentations, and closing deals; back office and relationship management handle post-sale tasks. Requires CIM or CFA with IIROC Dealing Representative license, 5+ years financial services sales to HNW clients, strong communication and presentation skills, and proficiency with cloud-based tools. Competitive base salary with uncapped commissions; remote, flexible scheduling, and ongoing training.
Required 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 softwares and cloud-based tools
- Superior communication and presentation skills
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