Senior Portfolio Manager (Financial Services)



Our client is a leader in the investment community. Currently they are searching for highly qualified financial sales specialists to join their team as a BC Regional Vice President (internally known as an Outside Sales Person). A qualified candidate has previous success selling portfolio management services to individual stock market investors, is goal-oriented, articulate, and meets minimum BCSC requirements to be registered as a portfolio manager.

Our client manages portfolios for high-net-worth private clients and some of the world’s preeminent institutions.


The Opportunity

Sell to high net worth individual stock market investors

Highly lucrative compensation structure

Work for an investment firm with a respectable track record in both bull and bear markets

Have the flexibility to work remotely from your home-office

Focus primarily on bringing new investors to our clients multi-billion dollar Private Client Group


Duties and Responsibilities

Contact and qualify high net worth prospective clients

Travel and meet with high net worth investors to explain the merits of the Private Client Group

Bring in new assets to the firm using a highly professional consultative sales approach

Operate and represent our client with the highest level of integrity and work ethic



Competitive Base Salary

Uncapped Commission

Bonus Potential



Minimum of five years of success specifically selling to stock market investors

Minimum of six-figure earnings in each of the past three years

CFA Level 1, CIM, and/or MBA in Finance

Past portfolio management or investment advising experience

Previous or current registration as Associate or Full Advising Representative preferred

Quantifiable track record of individual success closing new investor business

Acclimated to sustaining effective and efficient activity levels

Dynamic phone and in-person sales skills

Highly competitive in goal-oriented sales profession

Job ID



Vancouver, BC


$100K Base Salary plus incentives


Apply Online

If your qualifications are a match for this position please apply online for immediate consideration. Thank you for your application.


Senior Portfolio Manager (Financial Services)