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

Real Clear Path; Vancouver; Hybrid; CAD 70,000 - 120,000; Full time

Job summary

Real Clear Path, a fee-for-planning financial firm based in Vancouver, is seeking a Regional Business Development Manager. The role focuses on client acquisition and delivering tailored financial solutions while upholding high standards of professionalism. Candidates should have relevant licenses and a strong client-first mindset to thrive in a hybrid work environment.

Benefits

Graduated Income Plan

In-Depth Training

Mentorship Program

Flexibility

Impact

Qualifications

• Proven track record in client-first financial planning.
• Experience in building trust and delivering results.
• Must be legally authorized to work in Canada or Brazil.

Responsibilities

• Drive new client acquisition through networking and referrals.
• Deliver comprehensive 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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