High Net Worth Client Manager

4 days ago


St Catharines, Ontario, Canada Capital Markets Advisors LLC Full time

Job Summary

We are seeking an Investment Advisor with demonstrated strong sales numbers who wants to focus on sales and not be bogged down with admin or day-to-day client servicing. The ideal candidate will have extensive experience working as an Investment Advisor and must have one of the following designations: CIM or CFA Level 1 or MBA.

About the Role

This is a highly consultative sales role where you will be responsible for gathering new assets (clients) for the firm within your territory, promoting the firm's portfolio management services. You will do no cold calling in this role, and all leads will have already expressed interest in investing with the firm.



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