Business Development Associate, Private Wealth Management

IG Wealth Management; Brantford; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading wealth management firm seeks a results-driven Business Development Associate to accelerate growth in financial planning. The role involves designing business strategies, building client relationships, and leveraging existing connections to attract high-net-worth clients. Successful candidates will have significant experience in financial advisory, strong interpersonal skills, and an entrepreneurial mindset.

Benefits

Opportunity to build equity ownership

Fixed earnings plus performance incentives

Qualifications

• Minimum of 5 years of financial sales/advisory experience in a wealth management environment.
• Completed MFDA licensing, LLQP certification preferable.
• Strong interpersonal skills and ability to attract new business.

Responsibilities

• Design and implement business development strategies to grow the client base.
• Prepare presentations for financial planning strategies.
• Meet with prospective clients and execute strategic concepts.

Skills

Interpersonal Skills

Client Relationship Building

Business Development

Education

MFDA Licensing

LLQP Certification (preferable)

Job description

Employment Type: Private Wealth Management

Private Wealth Managementis looking for a results-driven partner to accelerate growth of the financial planning practice. As a key member of our team, you can thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters excellence in everything that we do.

Here is a glimpse into a day-in-the-life-of a Business Development Associate:

Drawing on previous experience in a financial advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice.We’d love for you to have an entrepreneurial and creative mind-set. We know you already inspire your friends and family, and we want you to bring that energy to our practice and our clients. We employ cutting-edge financial planning tools and are committed to supporting your success. We want excellence and abundance for you as you build equity ownership in the practice by excelling in client acquisition and asset accumulation.

• Design and implement business development strategies to grow the client base

• Leverage existing client base and identify new business opportunities with high net-worth individuals

• Prepare presentations and concept pieces for use in implementing financial planning strategies

• Develop new client relationships from external prospecting and introduction generated from centers of influence

• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further client relationships

• Interact with clients daily through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services and strategies

To qualify for this opportunity, you should possess:

• Minimum of 5 years of financial sales/advisory experience, preferably in a private wealth management environment

• Completed MFDA licensing

• LLQP certification would be preferable (or willing to obtain)

• Strong interpersonal skills and demonstrated ability to build relationships and attract new business

• Proven track record for sparking new relationships and bringing on high value clients

Compensation:

• Opportunity to build equity ownership in the practice.*

• This opportunity offers a fixed earnings, in addition to performance incentives**

*Total compensation year one will be developed through a collaborative discussion of the client family groups that the associate believes will transition with them.

Please apply byJune 15, 2025.