Publié il y a 63 mois
VP Wealth Sales
@ Bay Street Staffing
Vancouver, Colombie-Britannique
En bref
Bay Street Staffing is hiring a VP Wealth Sales for a large discretionary portfolio management firm. The role is home-based outside sales within an assigned territory, gathering high net worth clients from pre-qualified inbound leads with no cold calling. The posting states a base of 100k with total compensation expected at 200-500k, plus home office setup and travel costs covered.
Responsabilités :
- Gather new high net worth clients within an assigned territory
- Promote portfolio management services to pre-qualified leads
- Travel within the territory to meet prospects
- Hand off client relationships to portfolio and relationship management teams
Résumé des exigences :
- Extensive experience as an investment advisor
- CIM, MBA or CFA Level 1 designation
- Licensed to sell stocks and bonds
- Strong sales results with households of 500k minimum
Outils et compétences
Source et dates
Type de source non vérifié · zoho
- Date publiée par l’employeur
- 2021-09-21
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Chef d’équipe |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | route : modérés |
| Milieu de travail | Domicile, Chez les clients |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur modéré |
| Permis et certifications | CIM, CFA Level 1, Licensed to sell stocks and bonds |
| Formation | Maîtrise (préféré) |
| Domaines d’études | Business Administration, Finance |
| Avantages mentionnés | Allocation de télétravail |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Bay Street Staffing
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Description complète de l’entreprise
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- Abonnés LinkedIn
- 131 054
- Personnes associées sur LinkedIn
- 38
- Bureaux déclarés
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Autres noms enregistrés
- Bay Street Staffing
- Spécialités
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Le profil indique une agence de recrutement
- Oui
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Champ | Valeur |
|---|---|
| Secteur | Staffing and Recruiting |
| Taille | 11-50 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Privately Held |
| Fondée en | 2010 |
| Spécialités | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Offres sur Jobsy | 40 |
| Voir la page |
VP Wealth Sales
This role is with a large 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.
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 team are the ones for managing the client relationship and portfolio.
Minimum household size: 500k
Location: Home based role with travel in the territory
Company Provides: Home office set up, covers travel costs and expenses associated with the role
Client Type: High Net Worth and Ultra High Net Worth Clients
Ideal Candidate for this role: Investment Advisor with strong sales numbers
Compensation: 100k base with total compensation expected to be at 200-500k
Requirements: Extensive experience working as a Investment Advisor, CIM, MBA or CFA Level 1 & Licensed to sell stocks and bonds
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.