Key skills
Sales
About this role
Role Overview
- Develop a client base of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals
- Develop comprehensive wealth management and investment strategies tailored to clients’ needs
- Provide recommendations on portfolio construction
- Develop and execute sales strategies to proactively attract, acquire, and retain clients
Requirements
- University degree in finance, business administration, economics, or a related field
- Valid registered representative license with the OCRI
- Minimum of 3 years of client-facing experience in a sales-focused or relationship role
- Strong knowledge of the investment landscape
- Curiosity and a desire to stay current with the latest trends
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Paid time off
- Career development opportunities