Corporate Development Associate

4 weeks ago

Toronto, Canada Wellington-Altus Full time

Corporate Development Associate

Location: This position can be based out of any of our corporate offices in Canada. 

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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 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 2023 Brokerage Report Card.

The opportunity:

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

Key responsibilities include:

Prospecting for 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. Meeting with potential Advisors and identifying those for meeting(s) with Corporate Development leadership. Where applicable, participating on Zoom calls and face-to-face meetings with prospects. Setting-up and participating in internal debriefs regarding potential Investment Advisors that did not join the company. Submitting regular progress reports to the Corporate Development team as may be requested. Supporting the transition/onboarding process for new advisors/teams, liaising with Transition and Human Resources where required. Overseeing special projects and tracking progress towards company goals. Supporting the reporting and administrative functions of the Corporate Development team Being responsible for expense reports. Performing other duties as assigned.

The ideal candidate will possess:

Post-secondary education in business or finance. Minimum of five (5) years relevant work experience that includes business development strategy and client and partnership development. Equivalent combination of education and experience may be considered. Completion of the CSC and experience with IIROC considered a strong asset. 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 to work. An ability to work independently and as a team member; cope with workload pressure, deadlines, and fluid contexts; and work in a results-based environment. An ability to handle projects with multiple workstreams, with proven leadership success over a wide variety of functional business problems. Excellent presentation skills, including strong oral and writing capabilities; ability to clearly communicate compelling messages to executives and external business partners. Excellent attention to detail with the ability to independently manage complex administrative and financial tasks. Strong computer skills including MS Office Suite and experience with CRM Systems and Social Media. An ability to travel in the region and across Canada as required.

Conditions of employment:

Must be legally eligible to work in Canada. Must be able to travel within Canada up to 0-10% 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.

To apply:

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