Regional Business Development Manager – Vancouver, BC or Rio de Janeiro, Brazil

Real Clear Path; Vancouver; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Real Clear Path, a dynamic financial planning firm in Vancouver, is seeking a Regional Business Development Manager to lead client acquisition and deliver innovative financial solutions. Join a dedicated team focused on transparency and client success in a flexible, hybrid work environment that promotes professional growth and meaningful client relationships.

Benefits

Competitive compensation tied to client acquisition

Comprehensive onboarding and ongoing education

Personalized mentorship from seasoned advisors

Hybrid work environment with remote options

Qualifications

• Proven track record in client-first financial planning.
• Minimum qualifications include Mutual Fund License and LLQP.
• Entrepreneurial mindset with a focus on fee-based planning.

Responsibilities

• Drive new client acquisition through networking and referrals.
• Deliver fee-based financial planning solutions.
• Collaborate with advisory team for seamless service delivery.

Skills

Communication

Relationship-building

Sales acumen

Education

Valid Mutual Fund License

Life License Qualification Program (LLQP)

Job description

1 day ago Be among the first 25 applicants

Real Clear Path

Hybrid, with Remote Option for Exceptional Candidates

Overview

Are you a driven financial professional with a passion for putting clients first? At Real Clear Path, we’re not just another financial planning firm—we’re a fee-for-planning powerhouse dedicated to delivering tailored, transparent solutions that empower clients to achieve their dreams. Based in Vancouver, BC, and expanding into Rio de Janeiro, Brazil, we’re seeking a Regional Business Development Manager to join our dynamic team and redefine wealth management with integrity and impact. If you’re licensed, experienced, and ready to build a client base that trusts you implicitly, let’s talk.

Responsibilities

• Drive new client acquisition through networking, referrals, and strategic outreach in Vancouver, BC, and / or Rio de Janeiro, Brazil.
• Deliver comprehensive, fee-based financial planning solutions across investments, insurance, estate planning, and more.
• Expand Real Clear Path’s presence in both regions, aligning with our client-centric mission.
• Collaborate with our advisory team to ensure seamless service delivery using cutting-edge tools.
• Uphold the highest standards of professionalism and regulatory compliance in all client interactions.

Qualifications

• Experience : Proven track record in client-first financial planning and advising, with a focus on building trust and delivering results.
• Licenses : Valid Mutual Fund License and Life License Qualification Program (LLQP) required.
• Skills : Exceptional communication, relationship-building, and sales acumen, with the ability to simplify complex financial concepts into clear, actionable plans.
• Mindset : Entrepreneurial, self-motivated, and passionate about fee-based planning, free from commission-driven conflicts.
• Eligibility : Must be legally authorized to work in Canada or Brazil.
• Location : Based in Vancouver, BC, or Rio de Janeiro, Brazil, with flexibility for hybrid work. Fully remote candidates with standout qualifications and a strong network will be considered.

What We Offer

• Graduated Income Plan : Competitive compensation tied to client acquisition, rewarding your success as you onboard new clients.
• In-Depth Training : Comprehensive onboarding and ongoing education to keep you at the forefront of financial planning best practices.
• Mentorship Program : Personalized guidance from seasoned advisors to accelerate your growth and refine your craft.
• Flexibility : Hybrid work environment with potential for remote work for top performers.
• Impact : A platform to make a meaningful difference in clients’ financial futures with a client-first, commission-free model.

Why Real Clear Path?

At Real Clear Path, we believe financial planning should be transparent, client-focused, and transformative. Our fee-for-planning model cuts through the noise of traditional wealth management, prioritizing clients’ needs and empowering advisors to build meaningful relationships. Based in Vancouver and Rio de Janeiro, we’re a growing firm with a bold vision to redefine financial success across Canada and beyond. Join us to take charge, grow your career, and help clients chart a clear path to prosperity.

How to Apply

Ready to make your mark? Send your resume and a brief cover letter. Tell us why you’re the right fit to drive Real Clear Path’s growth in Vancouver or Rio de Janeiro. Applications are reviewed on a rolling basis.

Real Clear Path is an equal opportunity employer. We welcome candidates legally authorized to work in Canada or Brazil to apply.

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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