Job Description

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

347-391-5963 Mobile

email: tony.porraspita@capital-markets-advisors.com

In Profile: linkedin.com/in/tony-porraspita-3720085b

Job Type: Full-time

Pay: $100,000.00-$300,000.00 per year

Benefits:

Casual dress Dental care Disability insurance Extended health care Flexible schedule Life insurance RRSP match Work from home
Experience:

Direct HNW client-facing role: 3 years (preferred) Working with ALL retail investment asset classes: 3 years (preferred)
Licence/Certification:

IIROC Licensed - CIM or CFA Level 1 (required)
Work Location: Remote