Vp Retail Wealth Canada

Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA

These remote roles are with a large global discretionary based portfolio management firm. In this Outside Sales role, you are responsible for gathering new assets (clients) for the firm within your territory, promoting the firm’s portfolio management services. This is a highly consultative sales role and the firm has been in Canada for many years and has had amazing growth in Canada as well as many other countries.

The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. You do no cold calling in this role and all the leads you are given, have already expressed interest in investing with the firm.

The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.

Company Provides:

Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.

Client Type:

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

Ideal Candidate for this role:

Investment Advisor with demonstrated strong sales numbers who wants to just concentrate on sales and does not want to be bogged down with admin or day-to-day client servicing, constant client hand holding. Strong motivation to succeed and to assist HNW clients.

Compensation:

100k base with total compensation expected to be at 200-600k plus full medical dental.

Requirements:

Extensive experience working as an Investment Advisor & must have (or be willing to obtain) one of the following designations: CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.