About This Opportunity: Private Client Adviser /securities Specialist / Financial Planner Vancouver (Canada)
TalentSphere Staffing Solutions is currently seeking a Private Client Adviser /securities Specialist / Financial Planner Vancouver (Canada) to join their team in Canada.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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only global money managers. They are established, successful, respected and aggressively growing in the Canadian market.
Role Overview
This is a dream chance 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 softwares 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? Apply ASAP!
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Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join TalentSphere Staffing Solutions?TalentSphere Staffing Solutions offers a supportive work environment in Canada, where employees can grow and develop their skills. This Private Client Adviser /securities Specialist / Financial Planner Vancouver (Canada) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Private Client Adviser /securities Specialist / Financial Planner Vancouver (Canada) at TalentSphere Staffing Solutions in Canada.
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