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Publié il y a 54 mois

Wealth Management Advisor

@ Bay Street Staffing

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Toronto, Ontario

Temps plein2+ ans d’expérience
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En bref

Bay Street Staffing is hiring a full-time home-based outside sales advisor for a large global portfolio management firm with over 300 billion in assets under management. The role closes leads of high net worth clients who have expressed interest and have 500k or more to invest, with no cold calling. Base salary is $100,000 plus uncapped commission, with average total compensation of 300-350k.

Responsabilités :

  • Close leads of high net worth clients who have expressed interest
  • Move client investment portfolios to the firm
  • Work with the portfolio management and service team on client transition and retention
  • Conduct outside sales from home

Résumé des exigences :

  • MBA or CFA Level 1 completed, or CIM within 3 months
  • Licensed to manage stock and bond portfolios for 2 of past 3 years
  • Valid IIROC licence required

Outils et compétences

SalesCold callingCFACIMManage portfolio
Source et dates

Type de source non vérifié · zoho

Date publiée par l’employeur
2022-06-15
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

NiveauIntermédiaire
DomaineVentes
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : modérés · route : modérés
Milieu de travailDomicile, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCIM, CFA Level 1
FormationMaîtrise (préféré)
Domaines d’étudesBusiness administration, Finance
Avantages mentionnésAllocation de télétravail

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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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
  • Linkedin
  • Business Development
  • and Employee Engagement
Le profil indique une agence de recrutement
Oui
Toutes ses offres Site Web

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…

ChampValeur
SecteurStaffing and Recruiting
Taille11-50 employees
Siège socialToronto, ON
Type d’organisationPrivately Held
Fondée en2010
SpécialitésRecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies
Offres sur Jobsy40
LinkedInVoir la page
Description

About the job

Firm: Large global portfolio management firm with over 300 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. A fee-based platform that offers global portfolio management solutions.

Role: In this home-based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.

Dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

The firm actively markets its services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.

Home Office: The firm covers all home office expenses: computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.

Compensation:$100,000 base salary to start + uncapped commission, with average total compensation 300-350k and top producers at 500k+. Comprehensive Benefits program

Requirements:

MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds) for at least 2 out of the past 3 years.

Must have an IIROC license


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