Business Development Associate

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

Our organization : Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated

• investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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.

About the team

NOW Wealth Management Solutions focuses on elite, personalized solutions and delivers every opportunity to grow and protect wealth.

The opportunity

Reporting to a Senior Wealth Advisor, the Business Development Associate will focus on building and sustaining relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. The associate will identify and develop new business opportunities, execute marketing initiatives and support client base expansion while a Senior Investment Advisor manages the transition and retention of client relationships.

Key responsibilities include :

Client Acquisition

Strategic Marketing & Brand Development

Relationship Management

Strategic Growth

The ideal candidate will possess :

Conditions of employment

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.

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