VP Wealth Advisory & Business Development

Vice President Wealth Advisory and Business Development
Position ID: 36138
Location: Toronto, Ontario
Work Model: Typically 4 days a week in the midtown Toronto office
Compensation: $250,000 CAD base salary + performance-based incentives
Employment Type: Full-time, permanent
Vacancy: Existing position

About Our Client

Our client is a Canadian investment dealer combining personalized wealth advice, investment solutions and technology to serve sophisticated investors. The firm is seeking a Vice President, Wealth Advisory & Business Development who can earn the confidence of high-net-worth and ultra-high-net-worth clients, deliver tailored advice and personally generate new business.

This opportunity offers direct collaboration with senior leadership and the chance to make a visible contribution within an entrepreneurial firm. You will combine client advisory and portfolio management responsibilities with ownership of the full business development cycle, supported by investment, trading, operations, client service and marketing colleagues.

Key Responsibilities

• Build and deepen client relationships by understanding financial goals, investment needs and risk tolerance.
• Develop tailored financial plans and investment strategies, and monitor and manage client portfolios in line with objectives, risk parameters and applicable registration requirements.
• Personally identify, prospect and win new client relationships, with a focus on high-net-worth and ultra-high-net-worth individuals and family offices.
• Develop opportunities with institutional investors, smaller portfolio managers, corporate and professional intermediaries, and other strategic partners.
• Own the business development process from networking and discovery through presentations, proposals, negotiations, closing and onboarding coordination.
• Build referral partnerships and a disciplined prospect pipeline to drive net new assets, revenue and market presence across Canada.
• Communicate investment and platform capabilities, including separately managed accounts, foreign exchange services and market access, working with specialists to deliver tailored solutions.
• Collaborate on growth strategy, marketing materials and client events; represent the firm at industry conferences and investor forums.
• Maintain high standards of ethics and regulatory compliance, provide market intelligence and support junior business development colleagues where applicable.

Operating Environment

This is a hands-on role for a commercially driven wealth professional who enjoys both originating relationships and advising clients. You will work closely with executive leadership and specialist teams, balancing independent prospecting with collaborative client delivery in a fast-paced, entrepreneurial environment.

Success Metrics

• Net new client assets and revenue generated through personally originated relationships.
• Quality of the prospect pipeline and conversion of opportunities into funded client relationships.
• Client retention, relationship development and delivery of advice and portfolios aligned with client objectives and risk tolerance.
• Growth of productive referral partnerships and consistent execution of business development priorities.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or a related field.
• 10+ years of progressive experience combining business development and investment advisory within wealth management, investment management, capital markets, brokerage or related financial services.
• A demonstrated record of personally generating significant net new assets and revenue, with clear examples of individual contribution throughout the sales cycle.
• Relevant Canadian securities licences, registrations and approvals required for the advisory, portfolio management and business development responsibilities of the role. Registration category and eligibility will be verified during the process.
• Strong knowledge of investment products, portfolio construction, capital markets, alternative investments, and private client and institutional solutions.
• Excellent prospecting, networking, relationship management, presentation and negotiation skills, with the ability to work independently and collaboratively.

Assets include a CFA, CIM, CFP, MBA or equivalent designation; an established Canadian network of affluent investors, family offices, institutional contacts and referral partners; and experience with digital wealth platforms or investment technology.

AI and Recruitment Notice

Artificial intelligence may support administrative activities in the recruitment process. Candidate applications and qualifications are reviewed by people, and hiring decisions are made by the hiring team.