Vp Business Development
6 months ago
CMA is a boutique Consultancy & Recruiting firm specializing in the Financial Services sector, our client, a global investment firm with a multi-billion-dollar portfolio is currently seeking a dynamic professional to fill a senior sales role with their investment firm.
**Regional Vice President**:
- **Canadian Private Client Advisor Sales -**
**Position Overview: VP RETAIL WEALTH CANADA, MULTIPLE HIRE DUE TO GLOBAL GROWTH**
Join a leading global discretionary-based portfolio management firm in an Outside Sales role focused on expanding the client base within your territory. Leverage pre-qualified leads to promote the firm's portfolio management services, targeting High Net Worth and Ultra High Net Worth Clients. This consultative sales position offers extensive training, a supportive home office setup, and covers associated travel costs.
- Must reside in Canada ( Preferably British Columbia or Ontario).
**Skills**:
- Investment Advisor with at least 5 years of experience selling to stock market investors - **Must have a CIM or CFA Level 1 certification and an IIROC license to buy/sell stocks**
**and bonds.**:
- Proven track record in client-facing sales, with a strong understanding of the sales process
- Strong account management skills, with the ability to build and maintain relationships with key clients
- Demonstrated success in business development, with a focus on driving revenue growth
- Technical sales expertise, including the ability to effectively communicate complex solutions to customers
- Strong leadership skills, with the ability to motivate and inspire a team towards achieving goals
- Ability to analyze market data and trends to inform strategic decision-making
- Experience in outside sales, with a focus on building and maintaining a strong pipeline of opportunities
Pay: $100,000.00-$250,000.00 per year
**Benefits**:
- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- RRSP match
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
**Experience**:
- CIM or CFA Level 1 certification and an IIROC license: 5 years (required)
- selling to stock market investors: 5 years (required)
Work Location: Remote
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