Posted 62 months ago
VP Wealth Sales
@ Bay Street Staffing
Vancouver, British Columbia
Overview
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.
Responsibilities:
- 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
Requirements summary:
- 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
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2021-09-21
- 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 | Lead |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | ground: moderate |
| Work setting | Home, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Licences & certifications | CIM, CFA Level 1, Licensed to sell stocks and bonds |
| 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 |
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
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