Are you a Wealth Advisor looking to accelerate and expand your practice?
Here is what you will be doing
Enhancing existing client engagements
New business development with your contacts and centre of influence.
Growing an existing book of business. Your compensation is driven by 3 main objectives
2) commission on new business
3) sharing in the growth of trailer fees.
3 to 7 years experienced in an licensed Investment Advisor role in the MFDA or IIROC DEALER REGISTRATION CATEGORIES.
Have an existing book of business at least of $5M and desire to move dealership to gain access to an additional $10M assets.Huge opportunity to accelerate growth of clients, asset and income.
Proven and demonstrated Sales and marketing success and achievements
Clean compliance registration record.
Application deadline: 2020-06-09
Job Types: Full-time, Commission, Permanent
Salary: $40,000.00 to $75,000.00 /year
- Flexible Schedule
- Work From Home
- investment advisor : 5 years (Required)