Investment Advisor selling $120 million book of business

  • Company:
    Staffing In Motion
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    18 hours ago
  • Category:

I am working with a IIROC licensed Investment Advisor in Vancouver, British Columbia who is looking to sell her $120 million book of business. In order to purchase this book of business it does require that you speak Mandarin, as 80% of her client base is Mandarin speaking. This would also require for you to move over your existing client base to this firm. You would still maintain full ownership of your own client base (along with this $120 million book) and run your books of business as you see fit. This firm offers a large upfront payment to move over your existing client base and an attractive payout on the grid. I am looking for a Investment Advisor who does have a client-base that they can bring over.