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Bellwether Investment Management Inc.
Oakville, Ontario, Canada
(hybrid)
Posted
2 days ago
Bellwether Investment Management Inc.
Oakville, Ontario, Canada
(hybrid)
Job Type
Full Time
Job Duration
Indefinite
Industry
Private Wealth Management Firm/Family Office/Trusts
Years of Experience
7-10 Years
Min Education
Bachelors
Required Travel
50-75%
Job Function
Other
VP, Advisor Recruitment (Canada)
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
VP, Advisor Recruitment (Canada)
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Job Summary
The Vice President, Advisor Recruitment (Canada) is tasked with managing the end-to-end lifecycle of advisor recruitment throughout the Canadian market. The ideal candidate is a highly driven professional possessing a deep, pre-existing network of advisor prospects and a deep understanding of the wealth management industry.
The successful candidate must demonstrate a proven track record of successfully navigating and managing complex transitions within the Canadian regulatory frameworks, specifically the provincial securities commissions and CIRO.
Key Responsibilities
- 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 profitability and growth metrics.
- Market Intelligence: Continuously monitor competitive activity and gauge advisor sentiment across all Canadian regions.
Requirements
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.
Job ID: 83358921
Bellwether is a hand-picked team of skilled family wealth advisors, experienced portfolio managers, and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.
At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talente...
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