Vancouver (South Grandview-Woodlands / NE Kensington), Canada | Posted on 10/27/2021

State/Province British Columbia

Country Canada

Number of Positions 1

Job Description
Firm: Largeglobal portfolio management firm with over 200 billion in assets under management.Each client would have a separately managed portfolio based on their risktolerance, asset allocation and securities preferences. Fee based platform thatoffers global portfolio management solutions.

Role: In thishome based outside sales role, you will be focused on closing leads of high networth clients that have already expressed interest in investing with this firmand who have over 500k or more to invest. There is absolutely no cold calling/prospectingin this role and the firm prefers that you just focus on closing the client leads that the firmprovides.

Adedicated portfolio management and service team are primarily responsible forthe transition and retention of client relationships.





Thefirm actively markets their services via direct mail, internet, television advertisingand other mediums. The firm receives pre-qualified responses from interestedinvestors who are willing to have a discussion about moving over their investmentportfolio.

Home Office: Thefirm covers all home office expenses: computer, phone, scanner, printer, etc.The firm also covers all travel expenses and gives you an expense account.

Compensation: $100,000base salary with average compensation 300-350k and top producers at 500k+.

ComprehensiveBenefits program.

Requirements:

MBA or CFA level 1 completed or CIM (or willing to complete theCIM within 3 months) & licensed to sell/manage portfolios containingstocks/bonds (not just mutual funds)

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