Vice President, Wealth Advisory & Business Development
Location: Toronto, Ontario
Work Arrangement: Primarily On-Site
Employment Type: Full-Time, Permanent
Compensation: $250,000 CAD base salary + performance-based incentives, with total compensation potential of $350,000+
Position ID: 36138
About Our Client
Recruiting in Motion is partnering with an established Canadian investment dealer to recruit a Vice President, Wealth Advisory & Business Development.
Our client combines personalized wealth advisory services, innovative investment solutions and technology to serve high-net-worth individuals, families and sophisticated investors.
This is an exciting opportunity for an experienced wealth management professional who thrives on building relationships, generating new business and delivering tailored investment solutions.
Working closely with senior leadership, the successful candidate will play a key role in driving business growth, expanding the firm's presence across Canada and developing long-term client relationships.
Key Responsibilities
- Develop and maintain strong relationships with high-net-worth and ultra-high-net-worth individuals, family offices and institutional investors.
- Identify, prospect and secure new business opportunities through networking, referrals, strategic partnerships and direct outreach.
- Lead the full business development cycle, from initial prospecting and relationship building through presentations, negotiations and onboarding.
- Develop tailored financial plans and investment strategies aligned with clients' objectives and risk tolerance.
- Monitor and manage client portfolios in accordance with investment objectives and applicable regulatory requirements.
- Build and maintain a strong pipeline of prospective clients, driving net new assets and revenue growth.
- Establish relationships with portfolio managers, corporate intermediaries, professional advisors and other strategic partners.
- Collaborate with investment, trading, operations, marketing and client service teams to deliver customized solutions.
- Represent the organization at industry conferences, networking events and investor forums.
- Work closely with executive leadership to support business development strategies and expansion initiatives.
- Ensure all business development and advisory activities comply with applicable securities regulations and industry standards.
Qualifications & Experience
- 10+ years of progressive experience in wealth management, investment management, capital markets, brokerage or related financial services.
- Proven success in personally acquiring new clients, generating significant net new investment assets and driving revenue growth.
- Established professional network within the Canadian high-net-worth and ultra-high-net-worth investment community.
- Strong experience in investment advisory, client relationship management and business development.
- Relevant Canadian securities licences and registrations required for the position, including applicable CIRO registration.
- Strong knowledge of investment products, portfolio construction, capital markets, alternative investments and sophisticated investor needs.
- Demonstrated ability to independently manage the full business development cycle.
- Excellent communication, presentation, negotiation and relationship-building skills.
- Bachelor's degree in Finance, Economics, Business Administration or a related field.
- Entrepreneurial, self-motivated and comfortable working in a collaborative, fast-paced environment.
Preferred Qualifications:
- CFA, CIM, CFP, MBA or equivalent professional designation.
- Existing relationships with family offices, institutional investors and strategic referral partners.
- Experience working within boutique or independent wealth management firms.
- Familiarity with digital wealth management platforms and investment technology.
What Makes This Opportunity Exciting?
- Competitive Executive Compensation: $250,000 base salary, with total compensation potential of $350,000+ depending on performance and the overall package.
- Performance-Based Incentives: Opportunity to earn additional compensation through business development results.
- Long-Term Incentives: Potential access to share-based incentive programs, subject to eligibility and approval.
- Executive Exposure: Work directly with senior leadership and contribute to strategic growth initiatives.
- Autonomy & Impact: Take ownership of business development initiatives and play a meaningful role in expanding the firm's client base.
- Established Organization: Join a growing Canadian investment dealer with an entrepreneurial culture and collaborative team environment.
