VP RETAIL WEALTH CANADA

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

Job summary

A global wealth management firm is seeking licensed investment advisors in Canada for remote VP roles targeting high-net-worth clients. These positions offer a competitive base salary with significant commission potential, extensive training, and full medical benefits. Ideal candidates will have a strong sales background, be motivated, and focus on client acquisition rather than daily servicing.

Benefits

Extensive training and onboarding

Home office setup provided

Travel costs covered

Full medical and dental benefits

Qualifications

• Proven track record as an investment advisor.
• Licensed to sell stocks and bonds.
• Comfortable discussing all asset classes.

Responsibilities

• Acquire new high-net-worth clients within your territory.
• Promote the firm’s portfolio management services.
• Focus solely on sales without administrative tasks.

Skills

Strong sales

Client engagement

Education

CIM

CFA Level 1

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 across all asset classes. Multiple hires are 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 roles in retail wealth in Canada.

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 both in Canada and internationally. THIS IS NOT REAL ESTATE OR PROJECT MANAGEMENT.

Our global wealth and portfolio management client 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 #management #share #financialadvisors #financialplanners

The firm continuously markets its services and receives thousands of pre-qualified leads of potential high-net-worth investors. No cold calling is required; all leads are 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 related to the role are covered.

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 or daily client servicing tasks. Motivated to succeed and assist HNW clients.

Compensation:

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

Requirements:

Extensive experience as an investment advisor, with a willingness to obtain or already holding a CIM, CFA Level 1, or MBA. Must be licensed to sell stocks and bonds and comfortable discussing all asset classes.