25 Sep
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Bilinguallink
|
Riviere-des-Prairies—Pointe-aux-Trembles
25 Sep
Bilinguallink
Riviere-des-Prairies—Pointe-aux-Trembles
About the roleArthur 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 ownBusiness development — outbound outreach to incorporated business owners, LinkedIn-driven growth of our Profit to Prosperity newsletter, and booking qualified discovery meetings for the principal advisorClient service — coordinating existing client review meetings, managing the advisor's calendar, meeting prep, and CRM disciplinePractice operations — auditing our tech stack, building documented processes, and driving efficiency improvements across the firmCommunity presence — representing our firm at Association events, Ottawa Board of Trade functions, and chamber gatheringsHow the role is rewardedCompensation 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 need12+ months of documented outbound sales or business development experienceProfessional written and verbal communicationComfort with a compliance-conscious script — you will redirect all product and advice questions to the advisorWillingness to attend early-morning and evening community events (3–5 per month)Reliable transportation to Ottawa-area event venuesLegally able to work in Canada without sponsorshipNice to havePrior experience selling to small business owners (payroll, HRIS, business banking, SMB software)Interest in financial services as a long-term career directionDesignations such as CFP, CIM, CLUWhy join usThis 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 transparent path forward, we would like to hear from you.
📌 Practice Development Associate (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 Bilinguallink
📍 Riviere-des-Prairies—Pointe-aux-Trembles