Canadian Private Client Wealth Advisor
$100k - $300k per yearFull-time
Capital Market Advisors
Job Responsibility:
Capital Markets Advisors (CMA) is a boutique staffing and consultancy firm. Our client, a global discretionary portfolio management firm, is looking for qualified candidates for full-time external sales roles.
Responsibilities:
As VP of Retail Wealth for Canada, your main responsibility is to attract new clients by promoting the firm's discretionary portfolio management services. The firm has achieved remarkable growth in Canada, its best-performing international growth region outside of the US.
Ideal Candidate for this role :
You are an experienced Investment Advisor with demonstrated success who wants to concentrate solely on sales. You are driven by high performance, with a strong, consistent work ethic and a motivation to succeed.
Requirements :
- IIROC Licensed - CIM or CFA Level 1 preferred, MBA is an asset.
- Minimum 5 years in a direct HNW & UNHW client-facing role.
- Extensive experience with ALL retail investment asset classes.
- High-performing closer mindset.
Compensation :
- Base salary: 100k + commission and bonuses
- Sales potential: 200-300k (uncapped)
- Benefits: Medical and Dental
Company Provides :
- Warm lead generation
- Industry-leading sales training and onboarding
- Home office equipment and accessories
- Covered travel costs and role-related expenses.
Preferred Locations: British Columbia (BC), Alberta (AB), and Ontario (ON)
Contact Information:
Tony Porraspita
Director of Business Development & Talent Acquisition
Capital Markets Advisors LLC
View phone number on ca.edajobs.com Mobile
email: View email address on ca.edajobs.com
In Profile: linkedin.com/in/tony-porraspita-3720085b
Job Type: Full-time
Pay: $100,000.00-$300,000.00 per year
Additional pay:
- Commission pay
Benefits:
- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- RRSP match
- Work from home
Schedule:
- Monday to Friday
Experience:
- selling to stock market investors: 3 years (preferred)
Licence/Certification:
- IIROC License (required)
- CIM or CFA Level 1 certification (preferred)
Work Location: Remote
Vacancy posted 2 days ago
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