Canadian Private Client Wealth Advisor (Canada)

Canadian Private Client Wealth Advisor (Canada)

19 Oct
|
Capital Market Advisors
|
Canada

19 Oct

Capital Market Advisors

Canada

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

Advantages:

- 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

📌 Canadian Private Client Wealth Advisor (Canada)
🏢 Capital Market Advisors
📍 Canada

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