VP RETAIL WEALTH CANADA

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

Job summary

Une entreprise de gestion de patrimoine de premier plan recherche des conseillers d'investissement pour des postes à distance. Vous serez responsable de l'engagement direct avec des clients à valeur nette élevée, en vous concentrant uniquement sur les ventes. Un salaire de base compétitif avec un potentiel de revenu élevé est offert. Rejoignez une équipe qui croît rapidement et offre un encadrement étendu.

Benefits

Formation et intégration complètes

Configuration de bureau à domicile

Couverture des frais de déplacement

Assurance médicale et dentaire complète

Qualifications

• Expérience directe avec des clients UHNW.
• Motivé pour réussir dans un rôle purement de vente.
• Disposé à obtenir des certifications financières.

Responsibilities

• Acquérir de nouveaux clients UHNW et promouvoir des services de gestion de portefeuilles.
• Gérer des prospects qualifiés sans démarchage à froid.
• Concentrer sur la vente sans tâches administratives.

Skills

Sales

Client Engagement

Financial Advisory

Education

CIM

CFA Level 1

MBA

Job description

Note: You must be in Canada and a licensed Financial Advisor with at least 6 years of direct HNW client-facing experience across all asset classes. Multiple positions are available 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 client, a growing global Wealth and Portfolio Management firm, has multiple full-time VP roles in Retail Wealth Canada.

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

This is a highly consultative sales position. The firm has been established in Canada for many years and has experienced significant growth domestically and internationally. Note: This role is not related to real estate or project management.

Our client, a global Wealth and Portfolio Management firm, offers multiple full-time remote roles for licensed wealth advisors in Canada. Do you know anyone? They are considered top in the industry! The role involves direct UHNW client engagement, not institutional clients. Please share if interested.

The firm continuously markets its services and receives thousands of pre-qualified leads from potential high-net-worth investors. No cold calling is involved; all leads are interested prospects.

The Portfolio Management and Relationship Management teams handle client relationships and portfolio management.

Company Offers:

Extensive training, onboarding, home office setup, and coverage of travel costs and expenses.

Client Profile:

High Net Worth and Ultra High Net Worth clients (not institutional).

Ideal Candidate:

An Investment Advisor with a proven track record of strong sales, seeking to focus solely on sales without administrative or client servicing duties. Motivated to succeed and assist HNW clients.

Compensation:

Base salary of $100,000 with total first-year earnings between $200,000 and $600,000, plus full medical and dental benefits.

Requirements:

Extensive experience as an Investment Advisor, with a willingness to obtain or already holding 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.