Business Development Associate, Wealth Management

Job summary

The Business Development Associate will identify and qualify prospective Investment Advisors through outreach campaigns and cold calling. They will also maintain the prospect database, coordinate meetings, and support the recruiting team with administrative tasks.

Job details

About Us Canaccord Genuity Group Inc. (TSX: CF) is an independent, full-service financial services operating through two principal businesses: capital markets and wealth management. Canaccord Genuity Capital Markets provides investment banking, M&A advisory, equity research, and sales and trading services to institutional and corporate clients across North America, the UK & Europe, Asia, and Australia. Canaccord Genuity Wealth Management provides wealth management and brokerage services to individual investors, private clients, charities, and intermediaries in Canada, the UK & Crown Dependencies, and Australia, with $147.8 billion in global client assets as of March 31, 2026. In Canada, Canaccord Genuity Wealth Management (CG) is one of the country's largest independent wealth management firms, serving high-net-worth individuals, families, business owners, and foundations. The firm combines the personalized service and culture of a boutique with the resources and reach of a global platform, giving advisors access to global research, capital markets insight, investment specialists, and institutional-quality solutions. As a fully integrated firm, CG supports its advisors with in-house specialists across operations, technology, marketing, financial planning, and estate and insurance planning. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (CIRO). The Opportunity Canaccord Genuity Wealth Management is seeking a Business Development Associate to support our advisor recruiting efforts. In this role, the ideal candidate will identify, contact, and qualify Investment Advisors and advisor teams who may be a fit to join the firm. Working closely with the business development team and regional leadership, you will manage outreach campaigns, maintain a prospect database, and help move candidates through the recruiting process. This role suits someone early in their business development or recruitment career who is interested in the wealth management industry. Responsibilities: Perform outgoing calls (cold and warm) aimed at identifying and qualifying prospective Investment Advisors and advisor teams; Prepare email and general mail outs to advisor prospects, including tracked email marketing campaigns, to generate interest and support recruiting initiatives; Organize and maintain a database (CRM) of advisor prospects, ensuring records, activity, and pipeline status are accurate and up to date; Research advisors, teams, and books of business to support market mapping and targeted outreach; Schedule and coordinate introductory meetings between qualified prospects and the recruiting and branch management teams; Track outreach activity and report on pipeline metrics and campaign results; Handle prospect information with a high degree of professionalism, discretion, and confidentiality; Provide general administrative and event support to the business development and recruiting team as needed. The Candidate Skills & Qualifications: 1–3 years of experience in telemarketing, sales, business development, recruiting, or a related client-facing role; Understanding of the financial industry, specific to investment management, wealth management, and the advisory business; Personable and professional, with excellent verbal and written communication skills; Strong customer service and relationship-building skills; Highly organized with strong attention to detail and the ability to manage a pipeline; Proficient with MS Office (Word, Excel, Outlook); experience with a CRM is an asset; Demonstrated interest in investment products, retail wealth management, and the advisor recruiting process. Professional Qualifications and Education: Post-secondary degree or diploma, preferably in business, finance, commerce, or a related field; Completion of (or willingness to complete) the Canadian Securities Course (CSC) is considered an asset; Any additional financial services designations or coursework demonstrating industry knowledge are viewed favourably. Total Rewards The expected base salary for this role is $55,000 - $65,000 and will be based on the successful candidate’s skills, experience, and qualifications. In addition to base salary, Canaccord Genuity offers a competitive total rewards package, which may include: Performance-based bonuses, health and dental benefits offered through Manulife, a pension plan, and paid time off. An Employee Stock Purchase Program with employer stock matching and additional employee benefits designed to support overall well-being. Education reimbursement to support continuous learning and future career development. #LI-MM1 #LI-Onsite #INDHP All applications will be held in strict confidence. In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions. Protecting your online safety: Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond. We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

What you’ll do

The Business Development Associate will identify and qualify prospective Investment Advisors through outreach campaigns and cold calling. They will also maintain the prospect database, coordinate meetings, and support the recruiting team with administrative tasks.

Requirements

Candidates should have 1-3 years of experience in sales, recruiting, or business development, along with a post-secondary degree. A strong understanding of the wealth management industry and proficiency in MS Office are required, while completion of the Canadian Securities Course is considered an asset.

Benefits

• Performance-based bonuses
• Health insurance
• Dental insurance
• Pension plan
• Paid time off
• Employee stock purchase program
• Education reimbursement

Listed skills

• Sales · Preferred
• Microsoft Office · Preferred
• Communication Skills · Preferred
• Client Relationship Management · Preferred
• Cold Calling · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business development
• Recruiting
• Telemarketing
• Sales
• Client relationship management
• Cold calling
• CRM software
• Market mapping
• Financial industry knowledge
• Wealth management
• Communication skills
• Microsoft Office
• Pipeline management
• Investment products
• Continuous Development
• Professionalism
• Sales Prospecting
• Time Off Management
• Planning
• Microsoft Excel
• Research
• Business Development
• Brokerage
• Customer Relationship Management
• Corporate Finance
• Management
• Investments
• Capital Markets
• Customer Service
• Communication
• Computer Graphics
• Confidentiality
• Personalized Service
• Email Marketing
• Securities Research
• Financial Services
• Financial Planning
• Investment Management
• Leadership
• Marketing
• Investment Banking
• Microsoft Outlook
• Operations
• Wealth Management
• Purchasing
• Relationship Building
• Securities (Finance)
• Detail Oriented

Job areas

• Finance & Accounting
• Sales
• Administrative
• Human Resources
• Business Development Associate
• Business Development Specialist
• Commercial Sales Representatives
• Market Research Analysts and Marketing Specialists

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