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VP Wealth Canada
2 months ago
Capital Markets Advisors LLC is seeking a highly motivated and experienced VP Wealth Canada to join our team. As a key member of our Wealth Management division, you will be responsible for building and maintaining relationships with high net worth clients in Canada.
Key Responsibilities:
- Develop and execute sales strategies to acquire new clients and grow existing relationships
- Provide exceptional client service and support to ensure client satisfaction and retention
- Collaborate with the Portfolio Management team to deliver tailored investment solutions to clients
- Stay up-to-date with market trends and regulatory requirements to provide expert advice to clients
Requirements:
- Minimum 6 years of experience as an Investment Advisor with a proven track record of success
- Strong knowledge of all asset classes and ability to communicate complex investment concepts to clients
- IIROC license and willingness to obtain additional designations (CIM, CFA Level 1, or MBA)
- Excellent communication and interpersonal skills
What We Offer:
- Competitive base salary of $100,000 with total compensation expected to exceed $150,000
- Full medical and dental benefits
- Extensive training and onboarding program
- Opportunity to work with a leading global Wealth Management firm
About Us:
Capital Markets Advisors LLC is a boutique staffing and consultancy firm specializing in Wealth Management recruitment. We are committed to delivering exceptional service and results to our clients and candidates.