VP RETAIL WEALTH CANADA

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

Job summary

A leading global Wealth and Portfolio Management firm is seeking licensed Investment Advisors in Canada for remote full-time positions. The role focuses on acquiring high net worth clients and promoting tailored financial services. Strong sales performance is essential, with top-tier compensations and extensive support provided for advisors to excel in a flourishing market.

Benefits

Extensive training and onboarding

Home office setup

Coverage of travel costs

Full medical and dental benefits

Qualifications

• Licensed to sell stocks and bonds.
• Proven track record in sales.
• Experience as an Investment Advisor required.

Responsibilities

• Acquire new assets and promote portfolio management services.
• Engage directly with high net worth clients.
• No cold calling; handle pre-qualified leads.

Skills

Sales performance

Client engagement

Investment knowledge

Education

CIM

CFA Level 1

MBA

Job description

PLEASE NOTE: YOU MUST BE LOCATED 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, has multiple full-time VP RETAIL WEALTH CANADA roles.

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 A ROLE IN REAL ESTATE OR PROJECT MANAGEMENT.

Our client, a global Wealth and Portfolio Management firm, is hiring multiple remote full-time positions for licensed wealth advisors in Canada. Top industry compensation! Focused on direct UHNW client engagement, not institutional. Please share with relevant contacts. #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financialadvisors #financialplanners

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 pre-engaged prospects interested in investing.

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

Company Provides:

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

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 performance, seeking to focus solely on sales without administrative duties or daily client servicing. 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 hold) 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.