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Added 10 mins ago
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Event Planning Specialist
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
…You do the planning, sourcing and negotiating, and the Events Manager signs off. By the time an event is ready to execute, your work is done and the team never has to…
Added 41 mins ago
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Marketing Manager
Stagevision
Mississauga, ON
- $100,000 to $115,000 CAD / year
- Full-time
Strong hands-on experience with social media strategy, content creation, digital marketing and brand development.
Added 41 mins ago
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Vice President Controlling and Finance PSN
Epiroc
Mississauga, ON
- Full-time
In this role, you will be a pivotal member of the divisional management team, participate in business development activities, drive efficiency, and actively contribute to the development of…
Added 1 hour ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…the new Sectra regional shared PACS system and the Integrated Manager will play an integral role in supporting the ongoing implementation, optimization, and governance of the EPIC system…
Added 1 hour ago
NA
Proactive Support User Administrator - Operations
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
The primary objective of the Proactive Support team is to deliver a customer focused digital support service to all desktop and end user devices Board-wide. Additional objectives include…
Added 1 hour ago
NS
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Saskatoon, SK
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Added 2 hours ago
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- Full-time
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Added 2 hours ago
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QA/QC Regulatory Officer
Omnia Holdings
Sudbury, ON
- Full-time
Regulatory Compliance and Cross-Border Readiness
Added 2 hours ago
CW
Supply Chain Manager
Colas Western Canada Inc.
St. Albert, AB
- Full-time
As the Supply Chain Manager, you will play a central role in developing and executing supply chain strategies that support Colas Western Canada's operational and financial objectives. You…
Added 2 hours ago
OT
Lead Product Manager (Bilingual/ Fax/ Telco)
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Ottawa, ON · Richmond Hill, ON
- Other
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Added 3 hours ago
Senior Product Manager
AutoTrader.ca
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…connects dealers, marketplaces, and consumers. Our software powers digital growth for businesses and creates seamless buying experiences for customers. We’re scaling fast - and looking for…
Added 4 hours ago
GC
Sr. Community Developer - Far Cry
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Montreal, QC
- Full-time
…community team, this position will be integrated with lead development studios. This position will be part of multiple cross-functional projects, working with Community Managers,…
Added 5 hours ago
Team Lead, Software Engineer - Data
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Toronto, ON
…for you! Competitive compensation packages and learning and development opportunities, ACV has what you need to advance to the next level in your career. We will continue to raise the bar…
Added 6 hours ago
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St. Catharines, ON
- $36.92 to $54.14 CAD / hour
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Added 6 hours ago
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Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
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Saint John, NB
- Temporary
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Added 6 hours ago
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Added 6 hours ago
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Manager, Finance, Performance & Analytics
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- Full-time
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Added 7 hours ago
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Added 7 hours ago
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Added 7 hours ago
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Added 7 hours ago
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Added 7 hours ago
Music Operations Specialist
Rogers Communications
Winnipeg, MB · London, ON · Toronto, ON · Ottawa, ON · Kitchener, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
Reporting to the National Music Operations Manager, the Music Operations Specialist plays a key role in shaping the sound of multiple music brands across our network through thoughtful…
Added 8 hours ago
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Added 8 hours ago
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Registered Massage Therapist
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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.

Apply on LinkedIn About employer

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