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Added 3 mins ago
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Test manager
Ericsson
Ottawa, ON
- Full-time
…drive issues as well as taking part in all aspects of the Test Manager role. We also expect you to live by Ericsson core values professionalism, respect, perseverance and integrity. We…
Added 3 mins ago
AD
Global Logistics and Compliance Manager
Active Dynamics Group
Toronto, ON · Scarborough, ON
- Full-time
Lead inbound and outbound transportation across ocean, air, truckload, LTL, cross-border, parcel and expedited freight · Mexico / IMMEX & Cross-Border Compliance
Added 3 mins ago
RC
Service Writer-Prairie AG Vegreville
Reesink Canada
Vegreville, AB
- Full-time
The Service Writer is the main point of contact for working with the Service Manager and shop on all work orders and administrative duties that support the Service Department. This position…
Added 3 mins ago
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Restaurant Management | Bar Manager | Service Manager
The Canadian Brewhouse
Fort St. John, BC
- Full-time
Working closely with your General Manager to ensure all ordering and tasks are completed to successfully run the store
Added 3 mins ago
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Building Assistant Superintendent
Medallion Corporation
Toronto, ON
- Full-time
…people in all aspects of Property Management, Customer Service, Development, and Construction, people who are committed to delivering the very best in the role that they play to make…
Added 3 mins ago
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Release Manager – Software Development & AI-Enabled Engineering
BrickRed Systems
Canada
- Contract
We are looking for an experienced Release Manager with strong exposure to software development environments and end-to-end release management. The ideal candidate will own the release…
Added 3 mins ago
RC
Service Writer- Prairie AG Vegreville
Reesink Canada
Vegreville, AB
- Full-time
The Service Writer is the main point of contact for working with the Service Manager and shop on all work orders and administrative duties that support the Service Department. This position…
Added 3 mins ago
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Territory Manager - Canada Market (Contract Position)
Hearts On Fire
Canada
- Contract
As a brand ambassador, the Territory Manager will elevate brand presence, cultivate lasting retail partnerships, and drive sustainable business growth through new business development,…
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Manager, Family Philanthropy
Sobeys
Stellarton, NS
- Full-time
The Manager, Family Philanthropy provides strategic and operational leadership across the Sobey family’s philanthropic foundations, awards programs, stakeholder partnerships and related…
Added 4 mins ago
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Marketing Manager
TalentSphere Staffing Solutions
Calgary, AB
- Full-time
We’re conducting a search for a Marketing Manager to lead marketing for a residential rental portfolio. You’ll work with leasing and property operations teams to attract prospective…
Added 4 mins ago
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Manager, Research and Analytic Services
University of Calgary
Calgary, AB
- Full-time
The Cumming School of Medicine invites applications for a Manager, Research and Analytic Services. This Full-time Fixed Term position is for approximately 15 months (based on length of…
Added 4 mins ago
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General Duty Nurse (N2) - Women's Health Labour & Delivery - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 4 mins ago
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Registered Nurse (N2) - Intensive Care Cardiac Sciences (ICCS)
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Current CRNM registration required · Annual BLS Level C Registration/Re-Registration is required
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Maintenance Assistant
Government of Manitoba
Headingley, MB
- Full-time
Must possess and maintain a satisfactory Criminal Record Check · Must possess a valid Class 5 Drivers Licence and be able to work in other locations within the Division as needed
Added 4 mins ago
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General Manager
NAPA Canada
Winnipeg, MB
- Full-time
The successful candidate must be based in Winnipeg
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Employee and Labour Relations Investigator
Government of Manitoba
Winnipeg, MB
- Full-time
Must possess and maintain a valid Class 5 Manitoba driver’s licence with access to a vehicle
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Senior Supply Chain Analyst
Xiphos
Montreal, QC
- Full-time
…informed procurement decisions. Partnering with the Supply Chain Manager and cross-functional leaders, this role drives data integrity and continuous improvement, provides visibility into…
Added 4 mins ago
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Terminal Manager
Midland Transport
Montreal, QC
- Full-time
Midland Transport is seeking an experienced and results-driven Terminal Manager to lead its large pickup and delivery (P&D) transport terminal in Dorval, Quebec. Reporting to the Director,…
Added 4 mins ago
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Manager, Privacy
Cogeco Connexion
Montreal, QC
- Full-time
…build a more equitable workplace and world. From professional development to personal safety, Cogeco constantly strives to create an environment that welcomes and nurtures all. We make the…
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Assistant Manager, Guest Experience | HALIFAX SHOPPING CENTRE (8month contract)
lululemon
Halifax, NS
- Full-time
Must have the ability to travel to assigned store with reliable transportation methods
Added 4 mins ago
VC
Total Rewards Specialist - Temporary, Full-time
VON Canada
Halifax, NS
- $37.9 to $41.09 CAD / hour
- Full-time
…Total Rewards Specialist provides analytical support in the development, implementation and monitoring of all Total Rewards activities including analyzing and monitoring programs, upholding…
Added 4 mins ago
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Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 4 mins ago
LC
Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
Join Libro Credit Union as a Business Relationship Manager - Sarnia
Added 4 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 4 mins ago
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Corporate Project Manager
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
Reporting to the Director, Project Management Office, the Project Manager is responsible for managing cross-departmental Business Projects and/or Information Technology Systems (ITS)…

PortfolioHiWay

Vice President, Wealth Advisory & Business Development

Toronto, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 10, 2026
Experience: Minimum 10+ years of progressive business development experience & Investment Advisory within any of the following areas:
Posting language: English
Posted: Nov 10, 2026

Original job description

PortfolioHiWay is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). We are focused on bringing innovative investment solutions and institutional execution to high-net-worth individuals and their advisors. We leverage innovative technology to streamline processes to make investing simple and effective.

The Vice President, Wealth Advisory & Business Development will lead the firm's growth strategy by identifying, developing, and expanding relationships with high-net-worth investors, family offices, institutional investors, small portfolio managers, corporate and financial consultants/intermediaries, and other strategic partners. This executive will play a critical role in accelerating assets under administration, increasing market presence, and positioning PortfolioHiWay as a leading alternative to traditional wealth management and investment platforms.

The successful candidate would be expected to work collaboratively with various departments of the firm to lead all facets of the business development process. Key responsibilities include identifying potential clients, prospecting, developing marketing materials, client and prospect presentations, and hosting client events.

The successful candidate combines strong capital markets knowledge, an extensive professional network, and a proven ability to drive revenue growth in the wealth management, investment management, brokerage, or financial services sectors.

Client Relationship Management & Portfolio Management

Build and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Develop and implement tailored financial plans and investment strategies for clients, ensuring alignment with their long-term objectives.
Monitor and manage client investment portfolios, making adjustments as necessary to optimize performance and mitigate risk.

Business Development & Growth

Develop and execute a comprehensive business development strategy aligned with corporate growth objectives.
Identify and originate new opportunities with:
Family offices
High-net-worth and ultra-high-net-worth individuals
Institutional investors
Small portfolio managers
Corporate and professional service intermediaries
Build and maintain a strong pipeline of prospective clients and strategic relationships.
Drive net new asset growth and revenue generation across the firm's investment solutions and platform offerings.
Expand the firm's presence in key Canadian markets.

Strategic Relationship Management

Serve as a senior ambassador for the PortfolioHiWay brand.
Develop long-term relationships with key decision-makers and centers of influence.
Create strategic partnerships that enhance distribution capabilities and market reach.
Represent the firm at industry conferences, networking events, and investor forums.

Client Solutions & Market Positioning

Collaborate with portfolio management, trading, operations, and client service teams to deliver tailored solutions.
Present investment platform capabilities, separately managed account solutions, foreign exchange services, and market access offerings to prospective clients. [portfoliohiway.com]
Communicate the firm's value proposition and competitive differentiation effectively.

Leadership & Collaboration

Work closely with executive leadership to define growth priorities and market expansion initiatives.
Provide market intelligence and competitive analysis to support strategic decision-making.
Mentor and support junior business development professionals where applicable.
Foster a culture of accountability, client-centricity, and high performance.

Compliance & Risk Management

Ensure all business development activities comply with CIRO requirements, securities regulations, and internal policies.
Maintain the highest standards of ethics, professionalism, and fiduciary responsibility.
Support regulatory audits and compliance initiatives as required.

Qualifications

Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
Minimum 10+ years of progressive business development experience & Investment Advisory within any of the following areas:
Wealth management
Investment management
Capital markets
Brokerage
Financial services
Licensing & Registration: Must hold relevant licenses and registration (e.g., IIROC licensing, PM Registration) as required by CIRO.
Demonstrated success generating significant net new assets and revenue growth.
Strong understanding of:
Investment products and portfolio construction
Capital markets
Alternative investments
Institutional and private client solutions
Exceptional networking, prospecting, and relationship management skills.
Strong presentation and negotiation capabilities.
Ability to work effectively in a fast-paced entrepreneurial environment.

Preferred

CFA, CIM, CFP, MBA, or equivalent industry designation.
Existing network among Canadian family offices, institutional investors, and affluent client segments.
Experience with digital wealth platforms, investment technology, or fintech-enabled solutions.
Knowledge of CIRO regulatory requirements and the Canadian investment industry.

PortfolioHiWay is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, national origin, religion, gender, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

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More about this job

Responsibilities

Lead the firm's growth strategy by developing client and strategic-partner relationships, originating new business, and driving net new assets and revenue. Represent the firm in the market, present investment solutions, collaborate across teams, and ensure business development activities meet regulatory and ethical standards.

Requirements

Requires a bachelor's degree in a relevant field and at least 10 years of progressive business development and investment advisory experience, along with applicable CIRO licensing or registration. Candidates should demonstrate success generating assets and revenue, strong investment and capital-markets knowledge, and exceptional networking, presentation, and relationship-management abilities; CFA, CIM, CFP, MBA, or equivalent credentials are preferred.

Skills

Business Development
Wealth Advisory
Portfolio Management
Investment Strategy
Capital Markets
Prospecting
Revenue Growth
Asset Growth
Strategic Partnerships
Presentation Skills
Negotiation
Market Analysis
Regulatory Compliance
Risk Management
Leadership

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Management
Capital Markets
Brokerage
Financial Services
High-Net-Worth Individuals
Ultra-High-Net-Worth Individuals
Family Offices
Institutional Investors
Portfolio Managers
Investment Advisory
Portfolio Construction
Investment Products
Alternative Investments
Separately Managed Accounts
Foreign Exchange Services
Market Access
Assets Under Administration
Net New Assets
Business Development Strategy
Strategic Partnerships
CIRO
Securities Regulations
IIROC Licensing
CFA
CIM
CFP
MBA

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Work requirements

Jobs in Canada