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Wealth Management Consultant
2 months ago
Position Overview:
We are seeking experienced financial professionals with a CFA Level 1 certification or higher for a role focused on client engagement. As a Wealth Management Consultant, you will connect with affluent individuals across Canada who have shown interest in our investment services. This position offers a structured path for advancement, with qualified leads provided, eliminating the need for cold outreach.
Key Responsibilities:
- Act as the primary contact for prospective clients, representing our firm.
- Assess clients' financial circumstances and offer tailored investment solutions.
- Assist qualified private investors in becoming clients.
- Engage in continuous training on advanced sales techniques, financial markets, and portfolio management.
- Focus on phone-based sales, with no travel required.
Qualifications:
- Minimum of 2 years of experience in the financial services sector.
- CFA Level 1 certification and at least 24 months of portfolio management experience within the last 5 years.
- Bachelor's degree required.
- Proven track record of success in a sales environment.
- Ability to effectively persuade and educate potential clients.
Compensation Structure:
This position offers a performance-based compensation model with no limits on earnings potential.
Why Choose Us:
We are committed to enhancing the investment landscape and pride ourselves on our inclusive culture and tailored development programs for every employee. Our benefits include:
- Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
- 401(k) plan with a generous company match.
- 20 days of paid time off, plus 10 holidays.
- Family support initiatives, including paid caregiver leave and adoption assistance.
- Significant benefits for fertility and family planning.