like and share within your network.
Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.
Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. Junior/ Associate Advisor/ Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w/ wealth
Succession Planning Opportunity – Wealth focus w/ Insurance (Asset sale or share sale options available.)
Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Active and in good standing CIRO license (Funds and/or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.
like and share within your network.
Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.
Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. Junior/ Associate Advisor/ Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w/ wealth
Succession Planning Opportunity – Wealth focus w/ Insurance (Asset sale or share sale options available.)
Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Active and in good standing CIRO license (Funds and/or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global 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. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT
Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.
Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.
High Net Worth and Ultra High Net Worth Clients (not institutional)
Strong motivation to succeed and to assist HNW clients.
100k base with total compensation expected to be at 200-600k first year plus full medical dental.
CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global 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. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT
Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.
Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.
High Net Worth and Ultra High Net Worth Clients (not institutional)
Strong motivation to succeed and to assist HNW clients.
100k base with total compensation expected to be at 200-600k first year plus full medical dental.
CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.
like and share within your network.
Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.
Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. Junior/ Associate Advisor/ Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w/ wealth
Succession Planning Opportunity – Wealth focus w/ Insurance (Asset sale or share sale options available.)
Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Active and in good standing CIRO license (Funds and/or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global 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. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT
Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.
Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.
High Net Worth and Ultra High Net Worth Clients (not institutional)
Strong motivation to succeed and to assist HNW clients.
100k base with total compensation expected to be at 200-600k first year plus full medical dental.
CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global 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. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT
Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.
Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.
High Net Worth and Ultra High Net Worth Clients (not institutional)
Strong motivation to succeed and to assist HNW clients.
100k base with total compensation expected to be at 200-600k first year plus full medical dental.
CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.
like and share within your network.
Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.
Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. Junior/ Associate Advisor/ Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w/ wealth
Succession Planning Opportunity – Wealth focus w/ Insurance (Asset sale or share sale options available.)
Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Active and in good standing CIRO license (Funds and/or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.
like and share within your network.
Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.
Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. Junior/ Associate Advisor/ Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w/ wealth
Succession Planning Opportunity – Wealth focus w/ Insurance (Asset sale or share sale options available.)
Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Active and in good standing CIRO license (Funds and/or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global 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. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT
Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.
Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.
High Net Worth and Ultra High Net Worth Clients (not institutional)
Strong motivation to succeed and to assist HNW clients.
100k base with total compensation expected to be at 200-600k first year plus full medical dental.
CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.
