Vice-President, Corporate Development

Vice-President, Corporate Development

Location : This position will be based out of our Calgary or Winnipeg office.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc.

Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc.

and Wellington-Altus Private Wealth Inc. the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies.

With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Investment Executive 2023 Brokerage Report Card.

The opportunity :

Reporting to the Senior Vice-President, Corporate Development, the Vice-President, Corporate Development will be responsible for recruiting established investment advisors from competing firms in their assigned geographic area, including Alberta, Saskatchewan, and Manitoba, to join Wellington-Altus Private Wealth.

Key responsibilities include :

• Following a well-defined process in recruiting advisors (M1 M8).
• Prospecting for potential investment advisors by leveraging your network, cold calling, email campaigns and COIs as appropriate within the assigned geographic region.
• Setting up and participating in meeting(s) with potential investment advisors and senior representatives of the Company.
• Working with the SVP, Corporate Development and / or other representatives of the Company to develop proposals and negotiate with potential investment advisors.
• Working collaboratively with the Corporate Development team, sharing ideas, collateral material, and marketing ideas.
• Participating in weekly calls with the team.
• Submitting weekly progress reports to the SVP, Corporate Development.
• Providing leadership, counsel, and mentorship to associates.
• Being accountable for multiple teams in the delivery of exceptional service that builds trust through responsiveness, accuracy, consistency, and expertise at a high level of efficiency.
• Coaching and developing the team through regular discussions using tools such as metrics, quality monitoring, client and peer feedback.
• Ensuring the team is structured appropriately to meet the evolving needs of the organization and the type of work that is being supported;

building future capability within the team to ensure service quality is not compromised.

• Being responsible for collaborating with senior leadership to set team targets (SLA’S) and managing the performance of teams against those targets.
• Developing strong relationships with the team and facilitating connected thinking between the Corporate Development department and the rest of the organization.
• Developing and maintaining departmental skills inventory, partnering with Human Resources to proactively plan for growth and staffing changes.
• Maintaining current knowledge of industry trends and training, ensuring employees remain current in their skillsets.
• Performing other duties as assigned.

The Ideal candidate will possess :

• Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
• Minimum of 8 years’ experience in wholesaling, advisor corporate development, sales.
• 5+ years of experience in people management.
• A high level of proficiency in negotiation and closing sophisticated enterprise or partnership deals.
• Adept in managing partner relationships.
• Persuasive and relational, good at quickly understanding situations and recognizing value.
• Superior analytical skills and solid commercial acumen evidenced through achievements, with the ability to support decisions to achieve results.
• Strong communications skills, including the ability to engage with internal and external stakeholders to understand their business and operations requirements.
• Strong understanding of the investment management industry, business practices and operations with in-depth knowledge of middle office activities such as investment data management, reconciliation, compliance, risk, and performance measurement.
• Proven ability to lead, guide, and motivate groups of people to deliver results; encourages risk-taking, initiative, and responsibility, and recruit and develop employees to meet operational demands.
• Analytical and logical thinker.
• Aggressive problem-diagnosis skills with the ability to create and present solutions.
• Ability to multitask with strict time constraints with the ability to deal with numerous activities with varying degrees of priority.
• Reliable, consistent work ethic.
• Completion of CSC and current IIROC registration is considered a strong asset.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience working with Salesforce.

Conditions of Employment :

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
• May be required to travel up to 10% of the time.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.

All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply :