HR Generalist, 6-8 month contract

PLEASE NOTE: YOU MUST BE IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES.

Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth and Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA positions available.

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. The firm has been in Canada for many years and has experienced significant growth. THIS IS NOT REAL ESTATE OR PROJECT MANAGEMENT.

The firm receives thousands of pre-qualified leads of potential high net worth investors. You do not need to cold call in this role; all leads provided have already expressed interest in investing with the firm.

The Portfolio Management team and the Relationship Management teams are responsible for managing client relationships and portfolios.

Company Provides:

Extensive training and onboarding, home office setup, and coverage for 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 focus solely on sales without being bogged down with administration or day-to-day client servicing. A strong motivation to succeed and assist HNW clients is essential.

Compensation:

100k base with total compensation expected to be between 200-600k in the first year, plus full medical and dental benefits.

Requirements:

Extensive experience working as an Investment Advisor. Must have (or be willing to obtain) one of the following designations: CIM, CFA Level 1, or MBA. Must be licensed to sell stocks and bonds and be comfortable discussing all asset classes.