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VP Retail Wealth Canada

2 months ago

Canada Capital Markets Advisors LLC Full time

About Capital Markets Advisors LLC

Capital Markets Advisors LLC is a boutique staffing and consultancy firm specializing in the placement of high-caliber professionals in the wealth management industry.

Job Title: VP Retail Wealth Canada - Portfolio Management Sales

We are seeking an experienced Investment Advisor to join our client's team as a VP Retail Wealth Canada. This is a highly consultative sales role, responsible for gathering new assets (clients) for the firm within your territory, promoting the firm's portfolio management services.

About the Role

  • Responsible for gathering new assets (clients) for the firm within your territory
  • Promote the firm's portfolio management services
  • Work with the Portfolio Management team and the Relationship Management teams to manage client relationships and portfolios
  • Meet or exceed sales targets and revenue goals

Requirements

  • Extensive experience working as an Investment Advisor
  • Licensed to sell stocks and bonds
  • Comfortable talking to all asset classes
  • Strong motivation to succeed and to assist HNW clients

What We Offer

  • 100k base salary with total compensation expected to be at 200-600k plus full medical dental
  • Extensive training and onboarding
  • Home office set up
  • Covers travel costs and expenses associated with the role

About Our Client

Our client is a global Wealth, Portfolio Management firm with a strong presence in Canada. They have a proven track record of success and are looking for a highly motivated and experienced Investment Advisor to join their team.