Senior Wealth Management Associate, Business Development

Canada
Remote
Posted Oct 1, 2026
1 position

$100,000 / year

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Employment type: Full-time
Experience level: Senior · 8+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week
Seniority: Mid-Senior level
Application method: Direct apply is available

Job summary

Prospect and engage high-net-worth and ultra-high-net-worth individuals, conduct discovery conversations, present the firm's investment offering, and guide prospects through onboarding. Maintain CRM and pipeline records, meet acquisition targets, and hand newly onboarded clients to the dedicated service team.

Job details

Senior Associate Business Development, HNW/UHNW Remote (Canada) | Full-Time | $100K+ Base + Market Leading Commission We are actively recruiting on behalf of one of the world's leading investment managers, currently expanding its advisory team in Canada. This is an immediate opening for a driven Investment Advisor to focus exclusively on HNW and UHNW client acquisition in the Canadian market. THE OPPORTUNITY: This is a pure business development and client conversion role. Unlike traditional advisory positions, you will not be responsible for long-term client servicing or portfolio management. Your focus is entirely on prospecting, building relationships with high-net-worth and ultra-high-net-worth individuals, and converting new clients. Once a client is onboarded, a dedicated service team takes over — allowing you to stay in acquisition mode. This structure creates a significantly more scalable earnings model than most advisory roles: Larger upfront commissions tied directly to new AUM brought in Faster sales cycle with institutional-level support behind you No book servicing drag on your time or compensation A genuine meritocracy — your income grows with your pipeline A large, continual pipeline of qualified outbound leads supplied by the firm's dedicated prospecting team WHAT YOU'LL DO: Prospect and engage high-net-worth individuals ($500K+ investable assets) through qualified outbound and referral-based channels Conduct consultative discovery conversations to understand client goals, concerns, and current portfolio structure Present the firm's investment philosophy, fee model, and value proposition in a compelling, credible way Guide prospects through the onboarding process and hand off to the client service team upon close Maintain accurate activity and pipeline records in CRM tools Meet and exceed monthly and quarterly new client acquisition targets MANDATORY REQUIREMENTS: Minimum 24 months of experience as a registered representative at an investment dealer — this is a non-negotiable requirement 3–8+ years of experience in financial services, wealth management, or B2C/B2B sales with a demonstrable track record of hitting targets Comfort engaging with affluent individuals and conveying complex financial concepts in simple terms A competitive, results-driven mindset with strong self-discipline and accountability Exceptional verbal communication and presentation skills — polish and professionalism are essential CSC, CFP, CIM, or equivalent credential (or actively working toward one) Canadian securities licensing / IIROC registration Experience with CRM platforms and comfort with activity-based performance metrics WHO THIS IS FOR: This role is specifically designed for individuals who are energized by sales and new client acquisition — not portfolio management or relationship maintenance. If you're a proven closer with a background in financial services or high-value sales and you're ready to move into a role where your income is genuinely uncapped, we'd like to speak with you. COMPENSATION & STRUCTURE: Base salary of $100K+ Market leading commission plan with lifetime client ownership, so you build your own book Full benefits package including health, dental, and retirement contributions Dedicated client service team so you can stay focused on what you do best World-class training and ongoing coaching from a firm that has refined this model over decades HOW TO APPLY Apply directly through LinkedIn or reach out confidentially to discuss whether this is the right fit. All conversations are strictly confidential. #WealthManagement #BusinessDevelopment #HNW #UHNW #FinancialServices #SalesJobs #RemoteJobs #NowHiring #WealthManagementJobs #PrivateWealth

What you’ll do

Requirements

Candidates must have at least 24 months of experience as a registered representative at an investment dealer, along with 3–8+ years in financial services, wealth management, or sales and a proven record of meeting targets. They should have Canadian securities licensing or IIROC registration, a CSC, CFP, CIM, or equivalent credential (or be working toward one), and strong communication, presentation, and CRM skills.