VP RETAIL WEALTH CANADA

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

Job summary

A leading global Wealth and Portfolio Management firm in Canada is seeking licensed Wealth Advisors for the VP Retail Wealth Canada position. This remote full-time role focuses on acquiring high net worth clients, with an excellent compensation structure that rewards successful sales performances. Candidates should have extensive sales experience, be licensed in finance, and be motivated to work with ultra high net worth clients.

Benefits

Extensive training and onboarding

Home office setup

Travel costs and expenses covered

Qualifications

• Proven experience as an Investment Advisor with strong sales record.
• Licensed to sell stocks and bonds.
• Comfortable discussing all asset classes.

Responsibilities

• Acquire new assets (clients) within your territory.
• Promote the firm’s portfolio management services.
• Avoid administrative tasks and daily client servicing.

Skills

Sales

Client Management

Consultative Selling

Knowledge of Asset Classes

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 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, is hiring for multiple full-time VP RETAIL WEALTH CANADA positions.

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 operating in Canada for many years and has experienced significant growth. PLEASE NOTE: THIS IS NOT RELATED TO REAL ESTATE OR PROJECT MANAGEMENT.

Our client, a global Wealth and Portfolio Management firm, has multiple remote full-time roles for licensed wealth advisors in Canada. Do you know anyone? TOP COMPETITOR IN THE INDUSTRY! Focused on direct UHNW client-facing roles, not institutional. Please share #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. No cold calling is involved; 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:

An Investment Advisor with a proven sales record who prefers to focus solely on sales, avoiding administrative tasks and daily client servicing. Strong motivation to succeed and assist HNW clients.

Compensation:

Base salary of $100,000 with total first-year compensation ranging from $200,000 to $600,000, 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
• Comfortable discussing all asset classes