Overview
We are hiring appointment setters to book qualified discovery meetings for our advisory team at iA Private Wealth. We work with high income professionals and business owners across the Greater Toronto Area who are five to ten years from retirement. Doctors. Lawyers. Engineers. Corporate executives. Incorporated business owners. Our advisors close the meetings. Your job is to fill their calendars with the right kind of prospect.
This is a commission only role paid weekly, with a four layer earning structure that rewards booked meetings, qualified prospects, closed clients, and ongoing revenue trail. This is not a base plus commission role. If you need a base salary, this is not the right fit and we would rather you know that now.
The right person for this role is somebody who can dial with volume, handle rejection cleanly, and consistently book meetings with affluent Canadian prospects. Financial services experience is helpful but not required. What matters more is your ability to have a professional phone conversation with an executive or business owner and get them to say yes to a 30 minute meeting with an iA Private Wealth advisor.
Responsibilities
- Make 150 to 250 outbound calls per day from a provided list of pre-screened Canadian prospects
- Book qualified discovery meetings on our advisors' calendars using an approved script and objection framework
- Represent iA Private Wealth professionally on every call, staying within the approved messaging framework
- Confirm booked appointments 24 hours in advance to maximize show up rates
- Maintain accurate call notes and outcomes in our CRM after every conversation
- Meet weekly qualified appointment targets (minimum 6 per week, target 10+)
- Participate in weekly coaching, role play, and script refinement sessions with our business development lead
What we provide
- Warm list of Canadian professionals refreshed weekly (no responsibility to build your own list)
- Approved iA Private Wealth compliant call script, objection handlers, and a training runway during your first 30 days
- Dialer, CRM, and all technology
- Weekly one on one coaching from our BD lead
- Weekly direct deposit payments
Requirements
- Prior outbound calling experience in any industry (financial services, insurance, mortgage, real estate, SaaS, or similar)
- Clear, professional spoken English
- Comfort speaking with high income prospects (doctors, lawyers, engineers, executives, business owners)
- Reliable internet and a quiet home office environment
- Available Toronto business hours, Monday through Friday
- Understanding that this is a commission only role with no base salary
- Legally eligible to work in Canada as an independent contractor
- Willingness to represent iA Private Wealth to the professional standard the firm expects
Nice to have
- Prior experience calling for a Canadian dealer, MFDA firm, or bank owned brokerage
- Familiarity with CIRO regulated environments or Canadian financial licensing
- Second language capability (Punjabi, Hindi, Mandarin, Cantonese, or French are common among our target market)
Pay: $46,000.00-$55,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Work from home
Work Location: Remote
