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Posted 73 months ago

Regional VP Wealth Sales

@ Bay Street Staffing

Ontario

Full-time
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Overview

Bay Street Staffing is hiring a Regional VP Wealth Sales for a large global portfolio management firm with over 80 billion in assets under management. This is a home-based outside sales role closing leads from high net worth prospects who already want to invest, with no cold calling. The firm covers home office expenses and travel, with a $100,000 base salary and average compensation of 300 to 350k.

Responsibilities:

  • Close leads from high net worth prospects who want to invest
  • Focus on pre-qualified leads supplied by the firm
  • Transition client portfolios with the service team
  • Carry no cold calling or prospecting

Requirements summary:

  • Licensed to sell and manage stock and bond portfolios within 3 years
  • Experience closing high net worth investment clients
  • Ability to work from home as an outside sales representative

Tools & skills

Source and dates

Source type not verified · zoho

Employer posting date
2020-11-07
First seen by our source
2026-10-15
Source record updated
2026-10-15

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentSales
Hours per week40 (estimated)
Travelair: moderate · ground: moderate
Work settingHome, Client sites
PositionSitting and standing
Physical demandsphysical low · computer moderate
Perks mentionedHome office allowance

Summary and details written by AI from the posting; the employer’s posting is the authority.

Bay Street Staffing

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Bay Street Staffing is Canada's leading boutique recruitment agency.

Full company description

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.

LinkedIn followers
131,054
People associated on LinkedIn
38
Reported office locations
  • 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
Other recorded names
  • Bay Street Staffing
Specialties
  • 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
Profile identifies a recruitment agency
Yes

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…

FieldValue
IndustryStaffing and Recruiting
Company size11-50 employees
HeadquartersToronto, ON
Organization typePrivately Held
Year founded2010
SpecialtiesRecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies
Open jobs on Jobsy40
LinkedInView page
Job description

Regional VP Wealth Sales

Firm: Large global portfolio management firm with over 80 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. 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.

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

The firm actively markets their 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, with average compensation 300-350k and top producers at 500k+. Comprehensive Benefits program.

Requirements:

Licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds) in the past 3 years


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