24 Sep
|
Bilinguallink
|
Ottawa
24 Sep
Bilinguallink
Ottawa
About the role Arthur Wealth Management is a growing boutique advisory practice serving incorporated professionals and business owners across the National Capital Region. We are hiring our first Practice Development Associate, a hybrid role that combines outbound business development, client-service coordination, and internal process improvement. You will help grow the practice, keep our existing clients well-served, and drive the internal efficiency work that lets a lean team punch above its weight.
It is a genuine build role with a clear path toward Practice Manager or a licensed advisor track. What you’ll own - Business development — outbound outreach to incorporated business owners, LinkedIn-driven growth of our Profit to Prosperity newsletter, and booking qualified discovery meetings for the principal advisor
- Client service — coordinating existing client review meetings, managing the advisor’s calendar, meeting prep, and CRM discipline
- Practice operations — auditing our tech stack, building documented processes, and driving efficiency improvements across the firm
- Community presence — representing our firm at Association events, Ottawa Board of Trade functions, and chamber gatherings How the role is rewarded Compensation is a competitive base salary plus meaningful performance-based variable pay.
The variable side rewards booked-and-held prospect meetings, closed business, and an annual bonus tied to firm growth, process delivery, and newsletter channel growth. Full details are shared during the interview process. What you’ll need - 12+ months of documented outbound sales or business development experience
- Professional written and verbal communication
- Comfort with a compliance-conscious script — you will redirect all product and advice questions to the advisor
- Willingness to attend early-morning and evening community events (3–5 per month)
- Reliable transportation to Ottawa-area event venues
- Legally able to work in Canada without sponsorship Nice to have - Prior experience selling to small business owners (payroll, HRIS, business banking, SMB software)
- Interest in financial services as a long-term career direction
- Designations such as CFP, CIM, CLU Why join us This is a strategic hire, not an entry-level seat. You will help shape how our firm shows up in the Ottawa business community, how our newsletter audience grows, and how our practice runs day-to-day. If you want variety, meaningful upside, and a explicit path forward, we would like to hear from you.
📌 Practice Development Associate (Ottawa)
🏢 Bilinguallink
📍 Ottawa