Regional VP Wealth Sales
Calgary, ABBay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or a CIM completed or planned within 3 months, and a license to sell and manage stock and bond portfolios for at least 2 of the past 3 years.
Sales, Cold calling, CFA, CIM, Manage portfolio
Regional VP Wealth Sales
ManitobaBay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or a CIM completed or planned within 3 months, and a license to sell and manage stock and bond portfolios for at least 2 of the past 3 years.
Sales, Cold calling, CFA, CIM, Manage portfolio
Regional VP Wealth Sales
OntarioBay Street Staffing
Candidates need an MBA or completed CFA Level 1, or the CIM (or the willingness to complete it within 3 months), and a licence to sell and manage portfolios of stocks and bonds, not only mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
VP of Investment Sales
British ColumbiaBay Street Staffing
Bay Street Staffing needs candidates with an MBA or CFA Level 1 completed, or a CIM completed or willing to complete within 3 months, and a license to sell and manage portfolios of stocks and bonds, not just mutual funds.
Sales, Cold calling, CFA, CIM, Manage portfolio
Regional VP Wealth Sales
OntarioBay Street Staffing
Candidates need a licence to sell and manage stock and bond portfolios, not just mutual funds, within the past three years. Strong closing ability with wealthy investors is expected.
Sales, Cold calling, Manage portfolio
VP of Wealth Sales
OntarioBay Street Staffing
Candidates need an MBA or CFA Level 1 completed, or the CIM completed or planned within 3 months, plus a licence to sell and manage portfolios holding stocks and bonds, not just mutual funds.
Sales, Securities, Cold calling, CFA, CIM, Manage portfolio
Wealth Management Advisor
Toronto, ONBay Street Staffing
2+ YOECandidates need an MBA or CFA Level 1 completed, or a CIM (or commitment to complete it within 3 months), and at least 2 of the past 3 years licensed to manage stock and bond portfolios. An IIROC licence is required.
Sales, Cold calling, CFA, CIM, Manage portfolio