Private Client Adviser – Financial Planner / Securities Specialist/ Wealth Adviser
Langley, BCT
TalentSphere
5+ YOECandidates need at least 24 months of Investment Dealer (IIROC/CIRO) registration, mutual-fund experience alone does not qualify. They also need 5+ years in financial services, a record of business development or investment sales, and strong telephone and virtual presentation skills. The CIM is important, and the employer will fund it if the candidate lacks it.
Securities, Cold calling, Client relationship management, Sales, CIRO, Presentation skills