-
vp retail wealth canada
6 days ago
Capital Markets Advisors LLC Canada(PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARSCapital-Markets-Advisors (CMA) is a boutiqu ...
-
vp retail wealth canada
1 week ago
Capital Markets Advisors LLC CanadaDirect message the job poster from Capital Markets Advisors LLC · PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC 29k followers · (PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE ...
-
Premier Relationship Manager
3 weeks ago
HSBC Kanata, CanadaOpening up a world of opportunity. · We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our unique expertise, capabi ...
-
Premium Banker
3 weeks ago
HSBC Kanata, CanadaOpening up a world of opportunity. · We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our unique expertise, capabi ...
-
Universal Banker
3 weeks ago
HSBC Kanata, CanadaOpening up a world of opportunity. · We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our unique expertise, capabi ...
-
Bilingual Premier Relationship Manager
3 weeks ago
HSBC Kanata, CanadaOpening up a world of opportunity. · HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our outstanding expertise, ...
-
Scotia Mcleod Investment Associate, Kanata
2 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 140852 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...
-
Cwb Wealth Client Service Specialist Career
1 week ago
CWB Financial Group CanadaAt · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing ...
-
Personal Banker
2 weeks ago
HSBC Kanata, Canada-Job description · Opening up a world of opportunity. · HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our out ...
-
Scotiamcleod Administrative Support Assistant
2 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 174297 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...
-
Scotiamcleod Administrative Support Assistant
2 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 168662 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...
-
Financial Service Representative
2 weeks ago
OTT Financial Group CanadaOTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ ...
-
Advisor - Business Strategies
1 week ago
Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Advisor - Strategic - Risk Management
2 weeks ago
Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Advisor, IT Change Management
2 weeks ago
Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Information Services Career Opportunities
3 weeks ago
CWB Financial Group CanadaAt · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing ...
-
Advisor - Wealth Management
2 weeks ago
Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Mortgage Specialist
2 weeks ago
Scotiabank Kanata, CanadaRequisition ID: 178462 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good ...
-
Business Analyst, Business Strategies
2 weeks ago
Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Advisor - Public Affairs and Public Relations
3 weeks ago
Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
(Urgent) VP RETAIL WEALTH CANADA - Canada - Capital Markets Advisors LLC
Description
(PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARSCapital-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.
THIS IS NOT REAL ESTATE or PROJECT MANAGEMENTOur global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? TOP COMP IN THE INDUSTRY Direct HNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
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.
Compensation:
100k base with total compensation expected to be at k 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.