VP Wealth Advisory (Toronto)

VP Wealth Advisory (Toronto)

08 Nov
|
Recruiting In Motion - Eastern Ontario
|
Toronto

08 Nov

Recruiting In Motion - Eastern Ontario

Toronto

Position

Vice President, Business Development

Location

Toronto, ON

Employment Type

Full-Time, Permanent

Work Arrangement

Primarily Onsite

About the Opportunity

Our client, an established and growing Canadian investment dealer, is seeking an experienced Vice President, Business Development to help drive its next phase of growth. This is an exciting opportunity for a highly motivated, relationship-driven professional with a strong background in private wealth management, investment management or capital markets. The successful candidate will focus on expanding relationships with high-net-worth investors, wealthy families and other sophisticated clients across Canada. Working closely with senior leadership, this individual will play a key role in developing new business opportunities, building strategic relationships and generating meaningful asset growth.

Key Responsibilities

- Develop and execute strategies to acquire new high-net-worth and ultra-high-net-worth clients.
- Build and maintain relationships with wealthy individuals, entrepreneurs, family offices and referral partners.
- Identify new business opportunities through networking, referrals, industry events and strategic prospecting.
- Manage the full business development process, from initial relationship development through to client acquisition.
- Collaborate with internal investment and operations teams to present tailored investment solutions.
- Develop and maintain a strong pipeline of prospective clients.
- Contribute to the organization's continued growth across Canadian markets.

Qualifications & Requirements





- 10+ years of experience in wealth management, investment management, brokerage or related financial services.
- Proven success generating new client relationships and growing investment assets.
- Strong existing network of high-net-worth individuals and sophisticated investors.
- Experience independently managing the full business development cycle.
- Strong understanding of capital markets, investment products and wealth management solutions.
- Appropriate CIRO registration.
- Excellent communication, presentation and relationship-building skills.
- Entrepreneurial mindset with the ability to work independently and drive results.

Preferred Qualifications

- CFA, CIM, CFP or MBA designation.
- Experience with family offices, foundations or institutional investors.
- Background within an independent or boutique wealth management firm.
- Experience developing business across multiple Canadian markets.

Why Consider This Prospect?

- Join an established organization with ambitious growth plans.
- Play a meaningful role in shaping the company's business development strategy.
- Work closely with executive leadership.
- Enjoy significant autonomy and the ability to make a measurable impact.
- Access internal investment expertise and marketing support.
- Competitive compensation with performance-based incentives and potential long-term equity participation.

Compensation

Competitive base salary plus performance-based bonus. Additional long-term incentives may be available, subject to eligibility and applicable terms.

📌 VP Wealth Advisory (Toronto)
🏢 Recruiting In Motion - Eastern Ontario
📍 Toronto

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