Posted 75 months ago
Regional VP Wealth Sales
@ Bay Street Staffing
Calgary, Alberta
Overview
Bay Street Staffing is hiring a Regional VP Wealth Sales for a wealth investment firm. The role focuses on meeting high-net-worth prospects who have already expressed interest, scheduling face-to-face appointments, and gathering new assets for the firm. Base salary is $100,000 with average total compensation of $300,000 to $350,000, plus comprehensive benefits, travel costs and a home office set-up.
Responsibilities:
- Call high-net-worth leads supplied by the firm
- Schedule face-to-face appointments with prospective clients
- Meet prospects to gather new assets for the firm
- Work with the portfolio management team on client transitions
Requirements summary:
- MBA or CFA Level 1, or completed CIM (or finish within 3 months)
- Licensed to sell and manage stock and bond portfolios
- Experience in investment sales is an asset
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2020-09-09
- 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
| Seniority | Senior |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: moderate · ground: moderate |
| Work setting | Client sites, Home, Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Licences & certifications | CIM, CFA Level 1 |
| Education | Master’s degree (preferred) |
| Fields of study | Business administration, Finance |
| Perks mentioned | Home 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
- 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…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Toronto, ON |
| Organization type | Privately Held |
| Year founded | 2010 |
| Specialties | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Open jobs on Jobsy | 40 |
| View page |
This is a sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling face-to-face appointments and meeting with prospective clients for the purpose of gathering new assets (clients for the firm). The firm actively markets their services via direct mail, internet and other mediums. The firm receives thousands of pre-qualified responses from interested investors who are willing to invest a minimum of 500k. There is no cold calling for this role and the leads that are provided, have already expressed interest in having the firm manage their investments. The firm provides all lead flow, comprehensive sales support, home office set up and travel costs. A dedicated portfolio management and service team are the ones responsible for the transition and retention of client relationships.
The firm provides all lead flow, comprehensive sales support, home office set-up and travel costs. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
How do the leads the firm provides work? Client actively markets their services via direct mail, internet, and other mediums. The firm receives thousands of pre-qualified responses that are distributed to the Outside Sales force.
How much new business is from the leads provided by Client versus from cold calling? Outside Sales People do not cold-call. All leads are provided internally in response to firm marketing and client referrals.
Compensation:
$100,000 base salary with average 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)
Journal
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