VP RETAIL WEALTH CANADA

Capital Markets Advisors LLC; St. Catharines; Remote; CAD 100,000 - 600,000; Full time

Job summary

A prominent global Wealth and Portfolio Management firm is seeking licensed Investment Advisors in Canada for remote VP roles. Candidates should possess extensive sales experience with High Net Worth clients and be motivated to leverage their sales skills without administrative burdens. The firm offers a competitive base salary along with substantial first-year earnings potential intermixed with robust training and onboarding.

Benefits

Extensive training and onboarding

Home office setup

Travel costs and expenses covered

Qualifications

• Licensed to sell stocks and bonds.
• Extensive experience as an Investment Advisor.
• Proven track record of strong sales.

Responsibilities

• Acquire new assets (clients) within your territory.
• Promote the firm’s portfolio management services.
• Focus on direct HNW client interaction.

Skills

Sales Experience

Client Acquisition

Investment Knowledge

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.

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 for 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 position. The firm has been operating in Canada for many years and has experienced significant growth both in Canada and internationally. THIS IS NOT RELATED TO REAL ESTATE OR PROJECT MANAGEMENT.

Our client specializes in Wealth and Portfolio Management and offers multiple full-time remote positions for licensed wealth advisors in Canada. Do you know anyone? TOP COMPETITOR IN THE INDUSTRY! Focused on direct UHNW client interaction, not institutional.

The firm actively markets its services 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 portfolio management.

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 focusing solely on sales without administrative or client servicing burdens. 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.
• Must have (or be willing to obtain) one of the following designations: CIM, CFA Level 1, or MBA.
• Licensed to sell stocks and bonds and comfortable discussing all asset classes.