Staffing In Motion

Hi All, We are looking to fill a Senior VP Business Development (External Wholesaler) position in Calgary. Details are below: Job Description: We have an opportunity for an ambitious business development leader to drive results for a family of funds specializing in alternative investments. Your primary responsibility would be selling into the already established National Accounts of the firm with the focus on Western Canada (Alberta & BC). We offer a competitive base salary along with an attractive commission/bonus plan. Base Salary Range: $140,000 - $200,000 + uncapped commission + bonus Role: Conduct sales meetings with IIROC advisors while explaining the advantages of partnering with the firm & the benefits of alternative investments. To achieve this, you will: Leverage your established advisor relationships while continuing to network for new relationships. Assist in developing and implementing strategies designed to provide support to advisors. Assist with marketing strategies for the firm to grow AUM Ideal Candidate Profile: - 7+ years External Wholesale experience with a strong track record of success in sales & a large established network of Advisors - Experience in selling alternative investments - University degree or equivalent industry education (industry designations are an added bonus) - Strong communication skills (both written & verbal) - Ability to work well independently & also in a team - High energy, self-starter, & self-motivated Please email your resume or the link to your linkedin profile to my colleague Jessica: jessica@staffinginmotion.net if this role is of interest to you. Best Regards, Nicole

Hi All, I am looking to fill the following positions in the US. 1. Investment Counsellor Locations: Plano, TX Camas, WA Tampa, FL $85k-95k salary + bonuses (20-30k) & excellent benefits. (Due to pay transparency requirements: full salary range is 85k-120k + bonus - however realistically new employees of the firm should expect to start at the 85-95k range + bonus). 100% coverage on all health, medical, dental and vision care for you and any dependents & 50% 401k matching. Relationship manager role where you would be responsible for managing a book of 150-200 households of HNW clients (assets in excess of 500k) and speaking to them about their investments/portfolios. 2. Portfolio Counselor Locations: Plano, TX Camas, WA Tampa, FL $65,000 salary + commission, with average total compensation $180k-280k and top producers earning 300k+. (Due to pay transparency requirements: full salary range is 65k-120k + commissions). 100% coverage on all health, medical, dental and vision care for you and any dependents & 50% 401k matching. Close extremely warm leads of clients who are interested in investing with this firm (close rate on leads is 60-90%). Educate prospective clients on the firm’s investment philosophy & investment strategy. Work closely with the Portfolio Management team and the Financial Planning team. 3. Regional Vice President of Investment Sales Territories: NYC Ohio Washington DC Maryland/Delaware/Virginia North Carolina South Carolina Atlanta, GA  San Antonio & Houston TX New Orleans, LA New Jersey Pittsburgh & Philadelphia, PA  Home based outside sales role closing leads of high net worth clients (500k+) who have expressed interest in investing with this large PM firm. 100k salary to start + uncapped commission, with average total compensation $300,000-$500,000 and top producers earning $1 million+ (Pay transparency requirements: the salary starts at 100k and eventually declines to 0 over time) Requires 8+ yrs experience as an Investment Advisor or External Wholesaler & strong track record of success in sales 4. Investment Advisor/Financial Advisor Long Island, NY Looking for Advisors who own their own book of business. With a reputable well known investment firm. This firm offers an upfront bonus to move over your book of business of up to 350% & attractive payout on the grid. You would still maintain full ownership of your own book of business & manage your book of business as you see fit. If a role is of interest, please send me an email: nicole@staffinginmotion.net for more information. Best Regards, Nicole Adelsohn, CFA, CIM

Hi All, I am looking to fill the following positions in Canada: 1. Real Estate Asset Management  Vancouver, BC 80-100k Responsibilities: Perform High & Best Use Analysis on commercial properties, appraise and value commercial and residential properties, along with performing investor relations duties for the firm’s Mortgage Investment Fund. Requirements: Commercial real estate analysis experience 2. Executive Assistant Vancouver, BC 55k-75k Calendar management for the principles, book corporate travel, office administration and some personal assistant responsibilities Requirements: Executive Assistant experience or client service experience preferably within the financial industry 3. Private Client Advisor Territories: Vancouver Kelowna/Kamloops Southern Ontario Toronto Oakville - Niagara Calgary to Edmonton This role is with a large international portfolio management firm. Home based outside sales role with travel in the territory, closing leads of HNW clients (500k+) who expressed interest in investing with this firm. 100k salary to start + uncapped commission, with average total compensation of 300-350k & top producers earning 500k+. Must be licensed to manage portfolios containing stocks/bonds for at least 2 out of the past 4 yrs. 4. Family Office Accounting & Investments 60-75k  Montreal, QB (hybrid) Responsibilities: input and review tax returns, bookkeeping, create financial statements, report on investment performance (you will receive training in this). 5. Internal Wholesaler  60-100k + commission Toronto, ON Wholesale the firms proprietary portfolios/funds to Advisors. Potential to move into an External Wholesale position after 1 year. If any of these positions are of interest please send me an email: Nicole@staffinginmotion.net for more information. Best Regards, Nicole Adelsohn, CFA, CIM

Hi All, I am looking to fill the following positions: 1. Private Client Advisor Territories: Vancouver Kelowna/Kamloops Southern Ontario Toronto Oakville - Niagara This role is with a large international portfolio management firm. Home based outside sales role with travel in the territory, closing leads of HNW clients (500k+) who expressed interest in investing with this firm. 100k salary to start + uncapped commission, with average total compensation of 300-350k & top producers earning 500k+. Must be licensed to manage portfolios containing stocks/bonds for at least 2 out of the past 4 yrs. 2. Accounting Technician  Downtown Toronto (hybrid) $55,000-$65,000 salary + 5% bonus With a boutique wealth management firm that does financial planning, investment management, accounting & taxes for ultra high net worth clients ($2 million+) & corporations/family office clients. You would be supporting the accounting team & the financial planning team & be responsible for preparing personal tax returns, corporate tax returns, bookkeeping, preparing net worth statements, completing year over year financial planning schedules & much more. Public accounting experience required. 3. Investment Counselor Locations: Plano, Texas Camas, Washington Tampa, Florida This role is with a large portfolio management firm. Due to the pay transparency laws, I am including the full salary range for the position $75,000-$120,000 + bonuses. However, realistically new hires should expect to start at the lower end of the range. Relationship manager role where you would be responsible for managing a book of 150-200 households of HNW clients (assets in excess of 500k) and speaking to them about their investments/portfolios. 100% coverage on health benefits. 4. Regional Vice President of Sales Multiple territories on the East Coast of the US This role is with a large portfolio management firm. Home based outside sales role closing leads of high net worth clients (500k+) who have expressed interest in investing with this large portfolio management firm. 100k salary to start (that gradually declines to 0) + uncapped commission, with average total compensation 300-350k and top producers earning $1 million+. $100% coverage on health benefits Requires 8+ yrs as a Advisor or external Wholesaler & strong sales track record 5. Portfolio Counselor Plano, TX Camas, WA Tampa, FL Due to the pay transparency laws, I am including the full salary range for the position $65,000-$120,000 + excellent commission structure. However, realistically new hires should expect to start at the lower end of the salary range. In this role you would be closing extremely warm leads of clients who are interested in investing with this firm. You would be working closely with the Financial Planning team & Portfolio Management Team. 100% coverage on health benefits. If a role is of interest, please send me an email: nicole@staffinginmotion.net for more information. Best Regards, Nicole Adelsohn, CFA