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vp retail wealth canada

3 months ago

Canada Capital Markets Advisors LLC Full time

Direct message the job poster from Capital Markets Advisors LLC

PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC 29k followers

(PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS

Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA

These remote roles are with a large global discretionary based portfolio management firm. In this Outside Sales role, you are responsible for gathering new assets (clients) for the firm within your territory, promoting the firm's portfolio management services. This is a highly consultative sales role and the firm has been in Canada for many years and has had amazing growth in Canada as well as many other countries. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT

Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? TOP COMP IN THE INDUSTRY Direct HNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners

The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. You do no cold calling in this role and all the leads you are given, have already expressed interest in investing with the firm.

The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.

Company Provides:

Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.

Client Type:

High Net Worth and Ultra High Net Worth Clients (not institutional)

Ideal Candidate for this role :

Investment Advisor with demonstrated strong sales numbers who wants to just concentrate on sales and does not want to be bogged down with admin or day-to-day client servicing, constant client hand holding. Strong motivation to succeed and to assist HNW clients.

Compensation:

100k base with total compensation expected to be at k plus full medical dental.

Requirements :

Extensive experience working as an Investment Advisor & must have (or be willing to obtain) one of the following designations: CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.

Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Finance
  • Industries Financial Services and Investment Management

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