Posted 53 months ago
Wealth Management Advisor
@ Bay Street Staffing
Toronto, Ontario
Overview
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.
Responsibilities:
- 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
Requirements summary:
- 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
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2022-06-15
- 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 | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: moderate · ground: moderate |
| Work setting | Home, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| 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 |
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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