Toronto / Wealth Team / Full-Time, Permanent
Apply for this job
Are you interested in joining an industry pioneering the way for digital currencies within Canada? Coinsquare is excited to be hiring a Wealth Director to join their growing Wealth team.
The Wealth team manages relationships for clients that are buying, selling or trading over $25,000 in digital assets. The team’s mission is to ensure that clients receive a professional and personalized experience for all their digital currency trades and needs.
Within your first six months, you will be contributing to the team’s revenue targets, and have a strong understanding of Coinsquare’s OTC and Wealth operations. This would include funding, withdrawal and trading procedures as well as a confident grasp of the markets. By the end of your first year, you’ll be managing a portfolio of clients that are generating over $100k in revenue per month.
You’ll be working alongside a talented team of individuals who have all successfully transitioned their careers from the traditional financial services world such as foreign exchange, wealth management, precious metals, investment banking, trading, etc. and have now transitioned their roles into the digital assets and cryptocurrency markets.
This is an excellent opportunity for someone who has had a couple of years of experience in the traditional financial sector and is now looking to transition to a faster, modern, tech environment.
What you’ll be doing
Managing accounts, relationships and new business development Educating and informing prospects and clients about the digital asset market Researching organizations and individuals to find new opportunities Prospecting and creating new business relationships across Canada Attending conferences, meetings, and industry events Balancing your time between inbound leads as well as generating new opportunities Play an active role in the acquisition and retention of high-net-worth clients through proactive networking Develop sales strategies, techniques and tactics based on customer feedback and market environment; presenting key selling points, features and benefits
What you’ll bring
CSC and CPH registrations An existing book of business is an asset Bilingualism is a plus 5+ years of sales experience in the financial services sector Account management or business development sales experience A track record of successfully growing relationships, closing deals and generating referrals Must have a genuine interest or working knowledge of the digital asset sector Have a proven track record of exceeding sales quotas and market share goals You are relationship-focused, nurturing long-term relationships resulting in repeat business and network referrals
What you can expect
A total compensation package that includes a competitive base salary + options, health insurance/benefits coverage, RRSP matching Annual Learning and Development budget Coinsquare-provided technology Downtown Toronto (dog-friendly) office located in King West Ritual credits for lunch on Tuesdays and catered lunches on Thursdays Coinsquad activities like our Coinsquare Summer Olympics, and cheering on the Jays/TFC Work in an environment that values transparency, accountability, confidence + humbleness, collaboration, and learning from others.
About Coinsquare We are Canada’s biggest operating digital asset firm. Since 2014, Coinsquare has traded on behalf of over 500,000 Canadians. Our team of 100+ employees have built Canada’s leading retail and over-the-counter trading platform.
Coinsquare is FINTRAC certified and on its way to becoming an IIROC member firm registered as a dealer. Built by Canadians, for Canadians.
Coinsquare has raised over $100M (including investments from dually listed company, Mogo) since its inception. By successfully executing trades in excess of $8 billion CAD, we have established long-standing relationships with banks, custodial providers and regulatory bodies.
Discover what's possible with digital currency by checking out our trading platform:
Coinsquare for Android | iOS | Web
We’re full of bright and diverse thinkers. Team members have equal opportunities to contribute to our success within a scale-up culture that encourages self-starters, transparency and team connectivity.
We know diverse teams make strong teams. We welcome people of diverse backgrounds, experiences, and perspectives. If you require accommodation during the application process, simply let us know and we’ll ensure it’s a positive experience for you.
In order to promote and enhance the security of Coinsquare and our platform, anyone receiving a job offer will be required to complete a background check.
Apply for this job
When applying, mention the word CANDYSHOP when applying to show you read the job post completely. This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human RMzUuMTY4LjExMC4xMjgM