#16815756
100% Remote | Permanent | Full-Time
Private Client Adviser – Securities Specialist / Financial Planner
Location: Anywhere in Canada (excluding Quebec)
Compensation Base $100K
On-Target Earnings (Year 1): $180K – $250K+ (uncapped commission)
We are seeking a high-performing Private Client Adviser / Securities Specialist Financial Planner to join a leading global wealth advisory firm. This is a fully remote opportunity offering exceptional earning potential and the ability to work with high-value clients in a performance-driven environment.
Compensation Highlights
Base salary: $100,000
Year 1 OTE: $180,000 – $250K+
Uncapped commission structure
About the company
Our client is one of the world’s largest privately held, fee-only global money managers, well-established, highly respected, and actively expanding in the Canadian market. The firm focuses on delivering personalized investment management solutions to help clients achieve long-term financial goals.
The opportunity
This is a pure sales-driven role designed for top-performing closers. You will focus entirely on client acquisition and relationship building. Once a client is onboarded, a dedicated relationship management team assumes responsibility, allowing you to focus on new business development.
This role is fully remote with strong leadership support, structured training, and a continuous flow of warm, pre-qualified leads. No cold calling. No portfolio management.
What you'll do
Work a steady stream of warm, pre-qualified leads provided to you
Conduct discovery calls, presentations, and consultative meetings with prospective clients
Understand client financial goals and present tailored investment solutions
Close new business opportunities and hand off clients to the service team post-onboarding
What we're looking for
Active Dealing Representative licence (IIROC) with a minimum of 24 months experience as an Investment Dealer Representative. Mutual fund licence only is not sufficient
CIM or CFA designation strongly preferred
5+ years experience selling financial services or investment products to high-net-worth individuals
Proven, quantifiable sales results with a track record of client acquisition
Strong communication skills and comfort with high-volume virtual and phone-based sales activity
Tech-savvy with experience using digital tools and virtual platforms
Must be a Canadian citizen or permanent resident currently residing in Canada
Why this role stands out
No cold calling, warm leads provided continuously
No portfolio management, focus is strictly on sales and closing
Uncapped earnings potential with high commission structure
Fully remote flexibility anywhere in Canada
Strong training, leadership, and ongoing support from day one
If you feel this is your dream job please apply to:
mlomanno@talentsphere.ca
TSSHP, #LI-TS1
Since 2013, TalentSphere Staffing Solutions has been a trusted partner for businesses across Canada and the US, providing top-tier recruitment and staffing services. With over two decades of industry expertise, our team of specialized recruiters is dedicated to connecting leading organizations with exceptional talent.
Our proven track record of successful placements speaks to our deep understanding of the industries we serve. We offer customized solutions that meet the unique needs of each client, whether it's executive search, permanent placement, or contract staffing. By leveraging our extensive network and market insights, we consistently deliver high-quality candidates who not only meet technical requirements but also align with company culture.
At TalentSphere, we believe in building lasting relationships and providing an unparalleled level of service, ensuring both clients and candidates find the perfect fit. With over 60 remote professionals working across Canada, we offer the agility and reach to support businesses of all sizes, from startups to global enterprises.
Discover how TalentSphere can help elevate your business by connecting you with the talent you need to succeed.
