Falcon Wealth Planning, Inc.

Compensation: $50,000 – $60,000 base salary + bonus potential

Location: In-Office

Employment Type: Full-Time

Position Overview

The Business Development Specialist supports Falcon’s continued growth by engaging with prospective clients, qualifying leads, and coordinating introductory meetings with advisors. This in-office role works closely with advisors, marketing, and leadership to ensure a consistent and professional prospect experience.

Key Responsibilities

- Engage with prospective clients via phone, email, and in-person coordination
- Qualify inbound and outbound leads and assess alignment with Falcon’s services
- Schedule introductory meetings between prospects and advisors
- Maintain accurate prospect and activity records in CRM systems (Salesforce or similar)
- Partner with advisors, marketing, and leadership on business development initiatives
- Adhere to compliance standards within a regulated financial services environment
- Track outreach activity, conversion metrics, and pipeline progress
- Support additional business development projects as assigned





Qualifications & Experience

- 1–3 years of experience in business development, sales support, client service, or a related role
- Financial services, wealth management, or professional services experience preferred
- Strong communication skills with a professional phone presence
- Highly organized with strong attention to detail
- Comfortable working in an in-office, team-oriented environment
- Proficient with CRM tools and basic reporting
- Self-motivated, dependable, and coachable

Compensation & Benefits

- Base salary of $50,000 – $60,000, depending on experience
- Bonus potential tied to performance
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Opportunities for growth within a rapidly expanding firm

Why Join Falcon

- In-office collaboration with experienced advisors and leadership
- Explicit performance expectations and development opportunities
- Professional, fast-paced, and supportive work environment

📌 Business Development Specialist (Ontario)
🏢 Falcon Wealth Planning
📍 Ontario