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About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Base salary
- Variable compensation
- Health and well-being benefits
- Paid time off
- Career development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth managementinvestment strategiesportfolio constructionsales strategiesclient acquisitionclient retention
Soft Skills
client-facing experiencerelationship managementcuriosityadaptability
Certifications
registered representative licenseOCRI