Private Client Adviser - Financial Planner / Securities… | Rozgoo | Rozgoo

TalentSphere

Charlottetown, CA · Remote · Full-time

Private Client Adviser - Financial Planner / Securities Specialist/ Wealth Adviser

Posted 10 days ago

Location: Charlottetown, CA
Work mode: Remote
Employment: Full-time
Experience: Mid-level · 3+ yrs
Education: bachelor's

About the role

© 2026 Rozgoo

Job Description Job Description Private Client Adviser – Financial Planner / Securities Specialist/ Wealth Adviser Job 16815756 100% Remote | Permanent | Full-Time Location: Anywhere in Canada, excluding Quebec Base Salary: $100,000 Year 1 OTE: $180,000–$500,000 Uncapped Commission | Significant Long-Term Earning Potential This is not a traditional Financial Advisor role. If you are successful in wealth management, strong at winning new clients and confident in your ability to sell — but feel y…

Requirements

Bachelor's degree or higher
3+ years experience in financial advising or wealth management
Strong sales and client acquisition skills
Knowledge of securities and investments

Skills

financial planning
wealth management
client acquisition
sales
commission sales
securities knowledge
remote work experience
financial advising
long-term client relationship management

About the company

TalentSphere

Posted via Adzuna

How to apply

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TalentSphere

Private Client Adviser - Financial Planner / Securities Specialist/ Wealth Adviser