Corporate Development Associate

Wellington-Altus; Vancouver; On-site; CAD 70,000 - 80,000; Full time

Job summary

An established industry player is seeking a Corporate Development Associate to support regional growth through recruitment and strategic partnerships. This role involves prospecting investment advisors, developing social media campaigns, and collaborating with senior management. The ideal candidate will possess strong business development skills, a background in finance, and the ability to work independently while managing multiple priorities. Join a dynamic team committed to excellence and innovation in the financial services sector, where your contributions will directly impact the company's success and growth.

Benefits

Health Insurance

Accident and Life Insurance

Performance-Based Incentives

Discretionary Bonuses

Qualifications

• 5+ years of experience in business development and client partnerships.
• Strong understanding of the financial services industry.

Responsibilities

• Prospecting potential investment advisors and developing outreach strategies.
• Supporting onboarding processes for new advisors and tracking progress.

Skills

Business Development Strategy

Client Development

Social Media Campaigns

Presentation Skills

Problem-Solving

Interpersonal Skills

Organizational Skills

Education

Bachelor's Degree in Finance

Diploma in Business

Completion of CSC

Job description

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Location: this in-office position will be based out of our Vancouver office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 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.

• Investment Executive 2024 Brokerage Report Card.
  
  
  

The opportunity:

Reporting to the Senior Vice-President & Head of Corporate Development, the Corporate Development Associate will support the SVP in proactively planning for and managing customer-service and business requirements to support the regional growth through the ongoing recruitment of Investment Advisors and Advisory teams.

Key responsibilities include:

• Prospecting potential investment advisors by leveraging a network and cold calling as appropriate within the region.
• Developing social media campaigns.
• Assisting with building out call lists pertaining to advisors in the four Western Provinces.
• Meeting with potential advisors and identify those for meeting(s) with the SVP and VP.
• Where applicable, participating on zoom calls and face to face meetings with prospects.
• Organizing and participating in internal debriefs on potential investment advisors who were not onboarded.
• Submit regular progress reports to the SVP as requested.
• Supporting the transition/onboarding process for new advisors/teams, liaising with Transitions and Human Resources where required.
• Acting as backup when the SVP and VP are out of the office.
• Overseeing special projects and tracking progress towards company goals.
• Support the reporting and administrative functions of the Corporate Development team.
• Responsible for Expense Reports.
• Performing other duties as assigned.
  
  
  

The ideal candidate will possess:

• Bachelor’s degree or diploma in finance, business or a related field.
• Completion of the CSC and experience with CIRO considered a strong asset.
• Minimum of five (5) years relevant work experience that includes business development strategy and client and partnership development.
• Deep knowledge and understanding of the financial service industries.
• Experience working in a demanding environment with highly motivated and driven professionals.
• Strong leadership skills with a team-oriented and collaborative approach.
• Ability to work independently and as part of a team, manage workload pressure, meet deadlines, and adapt to fluid contexts in a results-driven environment.
• Proven ability to handle projects with multiple workstreams and lead across various functional business areas.
• Excellent presentation skills, including strong oral and written communication; ability to convey compelling messages to executives and external partners.
• Exceptional attention to detail with the ability to independently manage complex administrative and financial tasks.
• Ability to travel within the region and across Canada as required.
• High level of accountability, reliability, adaptability, and innovation in both daily tasks and long-term goals.
• Strong interpersonal and influencing skills, with the ability to communicate effectively and collaborate across multiple mediums (in-person, phone, and virtual).
• Excellent problem-solving and critical-thinking skills.
• Strong organizational skills and ability to manage competing priorities in a fast-paced environment.
• Commitment to maintaining the highest levels of confidentiality.
  
  
  

Conditions of employment:

• Must be legally eligible to work in Canada.
• Must be able to travel 5% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing 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.

Compensation & Benefits:

Range ($70,000.00 - $80,000.00)

The base salary represents Wellington-Altus's starting salary for the position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for pert-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of Wellington-Altus's total compensation package for employees, which may include performance-based incentives, commissions, or discretionary bonuses, as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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