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Added 9 mins ago
SC
Operations Analyst - Entry to Mid Level
Sustainability consulting
Canada
- Full-time
We are seeking a detail-oriented and analytical Operations Analyst to support business operations through data analysis, process improvement, and performance monitoring. This role is…
Added 40 mins ago
T
Account Manager
TransPerfect
Montreal, QC
- Full-time
…with multilingual clients, expand into new markets, and scale operations efficiently and compliantly? If so, TransPerfect Financial Services could be the right place for…
Added 40 mins ago
PP
Executive Assistant
Primary People Group
Toronto, ON
- Full-time
…documented project plan. You check in with the back-office operations team to ensure a client file is moving through the sales pipeline without Dan needing to ask or get wrapped up in the…
Added 55 mins ago
T
Account Manager
TransPerfect
Toronto, ON
- Full-time
…with multilingual clients, expand into new markets, and scale operations efficiently and compliantly? If so, TransPerfect Financial Services could be the right place for…
Added 55 mins ago
BE
Bookkeeper & HR Administrator
BACKLAND Expedition Gear
Okotoks, AB
- Full-time
Reconcile inventory and cost of goods sold with our operations team
Added 1 hour ago
RD
Administrative Associate
RBC Dominion Securities
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…based in the downtown Vancouver and supports the day-to-day operations of a discretionary wealth management advisory team. The Administrative Associate is responsible for managing client…
Added 1 hour ago
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Banking Mail Clerk
BeachHead
Vancouver, BC
- $17.6 to $19.1 CAD / hour
- Contract
Added 2 hours ago
M
Client Portfolio Manager
ModernAdvisor
Vancouver, BC
- Full-time
Collaborate with internal teams across investment management, operations, compliance, and client success.
Added 2 hours ago
O
Commercial Relationship Coordinator
Optum
Richmond, BC
- Full-time
…and serve as a key liaison between Sales, Customers, Sales Operations, Contract Operations, AR and internal operations teams to support the commercial lifecycle of Enterprise Imaging…
Added 2 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Serve as the senior finance partner to service leadership, operations, commercial teams, and Customer Success leaders, providing insight and challenge on strategic priorities, business…
Added 2 hours ago
GG
Accounting Administrator
GTI Global Logistics
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…accuracy, and customer-centered thinking in all aspects of its operations. Joining GTI Global Logistics offers the opportunity to contribute to more efficient global commerce while…
Added 3 hours ago
PF
Ocean Import Operations Coordinator
Prime Freight Logistics
Montreal, QC
- Full-time
1 to 3 years in ocean import operations at a freight forwarder, customs broker or an importer's logistics team (or a logistics diploma and plenty of drive)
Added 3 hours ago
BT
Administrative Assistant
Baker Tilly Canada
Windsor, ON
- Full-time
Team Collaboration: Collaborate with colleagues and staff members to ensure smooth operations and effective teamwork. Support other administrative staff when required.
Added 3 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
Lead, coordinate, manage and evaluate the operations of the organization’s accounting and audit functions;
Added 4 hours ago
CG
Unit Manager (Food Services)
Compass Group Canada
Calgary, AB
- Full-time
Creatively apply trendy food items and presentation to food service operations.
Added 5 hours ago
V
Spécialiste principal(e), planification et inventaire bilingue/ Bilingual Senior Planning & Inventory Specialist
Visique
Montreal, QC
- Full-time
Coordonner la rotation des produits et des stocks avec les opérations de vente au détail et notre équipe Delta
Added 5 hours ago
SC
Operations Analyst - Entry to Mid Level
Sustainability consulting
Canada
- Full-time
We are seeking a detail-oriented and analytical Operations Analyst to support business operations through data analysis, process improvement, and performance monitoring. This role is…
Added 6 hours ago
BS
Junior Accountant
Bayview Seniors Community
White Rock, BC
- Full-time
What We're Looking For Bayview Seniors Community is looking for a detail-oriented Junior Accountant to support the day-to-day financial operations of our long-term care community. This is a…
Added 6 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Pillar 5 brings together several initiatives and projects involving business, financing, credit, operations, technology, data and transformation teams. You work closely with the Pillar 5…
Added 6 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
…Centre and the region. You’ll ensure the effective management of operations, maximizing synergy and collaboration within your team and with internal and external partners. Your role is…
Added 6 hours ago
NB
Branch Administrator
National Bank of Canada
Oakville, ON
- Full-time
…responsible for the smooth functioning of day-to-day administrative operations, in accordance with the policies and procedures in…
Added 7 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Duncan, BC
- Full-time
Added 7 hours ago
HB
Operations Analyst - Entry to Mid Level
Hi-Tech Business Hub
Canada
- Full-time
We are seeking a detail-oriented and analytical Operations Analyst to support business operations through data analysis, process improvement, and performance monitoring. This role is…
Added 7 hours ago
AC
Senior Financial Analyst
Aston Carter
AB · Edmonton, Alberta
- $40 to $45 CAD / hour
- Contract
Job Title: Senior Financial Analyst Service Operations (Contract with potential to extend)
Added 7 hours ago
Account Executive, SMB Grower (French speaking)
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Toronto, ON
Solve complex client needs and work across product, sales, risk, and operations teams to improve our product

Recruiting in Motion

Vice President, Wealth Advisory & Business Development

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 6, 2026
Experience: 10+ years of progressive experience in wealth management, investment management, capital markets, brokerage or related financial services.
Posting language: English
Posted: Nov 6, 2026

Original job description

Vice President, Wealth Advisory & Business Development

Location: Toronto, Ontario

Work Arrangement: Primarily On-Site

Employment Type: Full-Time, Permanent

Compensation: $250,000 CAD base salary + performance-based incentives, with total compensation potential of $350,000+

Position ID: 36138

About Our Client

Recruiting in Motion is partnering with an established Canadian investment dealer to recruit a Vice President, Wealth Advisory & Business Development.

Our client combines personalized wealth advisory services, innovative investment solutions and technology to serve high-net-worth individuals, families and sophisticated investors.

This is an exciting opportunity for an experienced wealth management professional who thrives on building relationships, generating new business and delivering tailored investment solutions.

Working closely with senior leadership, the successful candidate will play a key role in driving business growth, expanding the firm's presence across Canada and developing long-term client relationships.

Key Responsibilities

Develop and maintain strong relationships with high-net-worth and ultra-high-net-worth individuals, family offices and institutional investors.
Identify, prospect and secure new business opportunities through networking, referrals, strategic partnerships and direct outreach.
Lead the full business development cycle, from initial prospecting and relationship building through presentations, negotiations and onboarding.
Develop tailored financial plans and investment strategies aligned with clients' objectives and risk tolerance.
Monitor and manage client portfolios in accordance with investment objectives and applicable regulatory requirements.
Build and maintain a strong pipeline of prospective clients, driving net new assets and revenue growth.
Establish relationships with portfolio managers, corporate intermediaries, professional advisors and other strategic partners.
Collaborate with investment, trading, operations, marketing and client service teams to deliver customized solutions.
Represent the organization at industry conferences, networking events and investor forums.
Work closely with executive leadership to support business development strategies and expansion initiatives.
Ensure all business development and advisory activities comply with applicable securities regulations and industry standards.

Qualifications & Experience

10+ years of progressive experience in wealth management, investment management, capital markets, brokerage or related financial services.
Proven success in personally acquiring new clients, generating significant net new investment assets and driving revenue growth.
Established professional network within the Canadian high-net-worth and ultra-high-net-worth investment community.
Strong experience in investment advisory, client relationship management and business development.
Relevant Canadian securities licences and registrations required for the position, including applicable CIRO registration.
Strong knowledge of investment products, portfolio construction, capital markets, alternative investments and sophisticated investor needs.
Demonstrated ability to independently manage the full business development cycle.
Excellent communication, presentation, negotiation and relationship-building skills.
Bachelor's degree in Finance, Economics, Business Administration or a related field.
Entrepreneurial, self-motivated and comfortable working in a collaborative, fast-paced environment.

Preferred Qualifications:

CFA, CIM, CFP, MBA or equivalent professional designation.
Existing relationships with family offices, institutional investors and strategic referral partners.
Experience working within boutique or independent wealth management firms.
Familiarity with digital wealth management platforms and investment technology.

What Makes This Opportunity Exciting?

Competitive Executive Compensation: $250,000 base salary, with total compensation potential of $350,000+ depending on performance and the overall package.
Performance-Based Incentives: Opportunity to earn additional compensation through business development results.
Long-Term Incentives: Potential access to share-based incentive programs, subject to eligibility and approval.
Executive Exposure: Work directly with senior leadership and contribute to strategic growth initiatives.
Autonomy & Impact: Take ownership of business development initiatives and play a meaningful role in expanding the firm's client base.
Established Organization: Join a growing Canadian investment dealer with an entrepreneurial culture and collaborative team environment.

Apply About employer

More about this job

Responsibilities

Build and manage relationships with high-net-worth clients, family offices, and institutional investors while sourcing new business and growing net new assets and revenue. Develop tailored financial plans and investment strategies, manage client portfolios, collaborate across internal teams, and ensure advisory and business development activities meet regulatory requirements.

Requirements

Requires 10+ years of relevant financial services experience, a record of acquiring clients and generating investment assets, an established Canadian high-net-worth network, and applicable Canadian securities licences and CIRO registration. A bachelor's degree in a related field is required; CFA, CIM, CFP, MBA, or an equivalent designation is preferred.

Skills

Wealth Advisory
Business Development
Investment Advisory
Portfolio Management
Financial Planning
Investment Strategy
Client Acquisition
Prospecting
Negotiation
Capital Markets
Portfolio Construction
Alternative Investments
Regulatory Compliance
Strategic Partnerships
Presentation Skills

Benefits

Performance-Based Incentives
Potential Share-Based Incentives

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Wealth Advisory
Business Development
High-Net-Worth Individuals
Ultra-High-Net-Worth Individuals
Family Offices
Institutional Investors
Investment Management
Investment Advisory
Portfolio Management
Financial Planning
Investment Strategies
Portfolio Construction
Capital Markets
Alternative Investments
Net New Assets
Revenue Growth
Client Acquisition
Strategic Partnerships
Securities Regulations
CIRO Registration
CFA
CIM
CFP
MBA
Digital Wealth Management Platforms
Investment Technology

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