- Pipeline Generation: Leverage an established professional network to proactively identify and engage high-performing advisor teams.
- Strategic Advocacy: Effectively articulate the strategic value proposition of our platforms to prospective advisors.
- Deal Structuring: Collaborate closely with the VP, Corporate Development (North America), to engineer competitive transition packages that align strictly with the firm's profitability and growth metrics.
- Market Intelligence: Continuously monitor competitive activity and gauge advisor sentiment across all Canadian regions.
Qualifications
- Robust Advisor Network: Must possess a cultivated, warm list of high-tier advisor prospects primed for immediate engagement.
- Industry Experience: 10+ years of proven success in recruitment or business development within the Canadian wealth management sector.
- Regulatory Expertise: Deep understanding of Canadian advisor transition protocols and corresponding securities regulations.
- Strategic Vision: Demonstrated ability as a strategic thinker capable of translating overarching corporate vision into precise, actionable plans.
Compensation & Performance Structure
This success-linked package is designed to attract a high-performing veteran.
- Base Salary: A competitive annual base salary. Non-Discretionary Growth Incentives: A performance-linked incentive calculated as a percentage of the first-year Gross Revenue (GDC) generated by recruited advisors. The calculation is based on a tiered payout rate corresponding to specific revenue brackets achieved during the year.
- Performance Bonus: Eligibility for a bonus contingent upon achieving qualitative KPIs, including pipeline depth, advisor recruitment volume, advisor retention, and overall integration success.
Working conditions
- This is a hybrid role, but the individual will be required to attend regular meetings at Bellwether’s head office.
- Travel is required in this role.
Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
