VP RETAIL WEALTH CANADA

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

Job summary

Une prestigieuse société de gestion de patrimoine recherche plusieurs VP en vente au détail pour rejoindre leur équipe au Canada. Dans ce rôle, vous vous concentrerez sur l'acquisition de nouveaux clients fortunés, en bénéficiant d'une formation extensive et de ressources pour réussir dans un environnement de vente consultative. Avec une rémunération allant jusqu'à 600 000 $ la première année, ce poste offre une opportunité passionnante pour des professionnels motivés par la réussite et le service client.

Benefits

Formation complète

Configuration de bureau à domicile

Couverture des frais de voyage

Assurance médicale et dentaire complète

Qualifications

• Expérience comme Investment Advisor avec un solide historique de ventes.
• Doit détenir une licence pour vendre des actions et obligations.
• Motivé pour réussir auprès des clients HNW.

Responsibilities

• Acquérir de nouveaux actifs (clients) dans votre territoire.
• Promouvoir les services de gestion de portefeuille.
• Gérer la relation avec des clients fortunés et ultra-fortunés.

Skills

Vente consultative

Gestion de portefeuille

Relation client

Acquisition de clients

Education

CIM

CFA Niveau 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, is hiring 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 operating in Canada for many years and has experienced significant growth both in Canada and internationally. Note: This is not related to real estate or project management.

Our client specializes in wealth and portfolio management and receives thousands of pre-qualified leads of potential high net worth investors. You will not do cold calling; all leads are interested prospects.

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

Company Provides:

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

Client Type:

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

Ideal Candidate:

An Investment Advisor with a proven track record of strong sales who prefers to focus solely on sales without administrative burdens or day-to-day client servicing. Motivated to succeed and assist HNW clients.

Compensation:

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

Requirements:

Extensive experience as an Investment Advisor, holding (or 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.