VP RETAIL WEALTH CANADA

Capital Markets Advisors LLC; Barrie; Remote; CAD 100,000 - 600,000; Full time

Job summary

A leading wealth and portfolio management firm in Canada is seeking licensed Financial Advisors for multiple remote VP Retail Wealth Canada roles. Ideal candidates will have extensive experience and a proven sales track record, focusing on high-net-worth clients without cold calling. The company offers competitive compensation, extensive training, and covers travel expenses.

Benefits

Extensive training and onboarding

Home office setup

Travel costs and expenses covered

Qualifications

• Must be licensed to sell stocks and bonds.
• Extensive experience as an Investment Advisor.
• Track record of strong sales performance.

Responsibilities

• Responsible for acquiring new high-net-worth clients.
• Promote portfolio management services.
• Focus solely on sales without administrative tasks.

Skills

Consultative Sales

Client Acquisition

Wealth Management

Financial Advisory

Education

CIM, CFA Level 1, or MBA

Job description

PLEASE NOTE: YOU MUST BE IN CANADA AND BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS OF DIRECT HNW CLIENT-FACING EXPERIENCE IN ALL ASSET CLASSES. MULTIPLE HIRINGS DUE TO GLOBAL GROWTH. CANADA HAS BEEN A TOP PERFORMING COUNTRY FOR MANY YEARS.

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

These remote roles are with a large global discretionary portfolio management firm. In this Outside Sales role, you are responsible for acquiring new assets (clients) within your territory and promoting the firm’s portfolio management services.

This is a highly consultative sales role. The firm has been in Canada for many years and has experienced significant growth domestically and internationally. THIS IS NOT REAL ESTATE OR PROJECT MANAGEMENT.

Our client specializes in wealth and portfolio management and has multiple remote, full-time positions for licensed wealth advisors in Canada. Do you know anyone? TOP COMPETITIVE IN THE INDUSTRY! Focused on UHNW clients, not institutional. Please share hashtags: #wealthmanagement #investmentadvisors #investmentmanagement #canada #financialadvisors #financialplanners

The firm continuously markets its services and receives thousands of pre-qualified leads of potential high-net-worth investors. You do no cold calling; all leads are already interested in investing with the firm.

The Portfolio Management and Relationship Management teams handle client relationships and portfolios.

Company Provides:

• Extensive training and onboarding
• Home office setup
• Travel costs and expenses covered

Client Type: High Net Worth and Ultra High Net Worth Clients (not institutional).

Ideal Candidate: Investment Advisor with a proven track record of strong sales who prefers to focus solely on sales rather than administrative tasks or day-to-day client servicing. Motivated to succeed and assist HNW clients.

Compensation: $100K base salary with total first-year earnings of $200K-$600K plus full medical and dental benefits.

Requirements:

• Extensive experience as an Investment Advisor
• Must have (or be willing to obtain) one of the following designations: CIM, CFA Level 1, or MBA
• Must be licensed to sell stocks and bonds and comfortable discussing all asset classes