Director, Wealth Management Partnerships

3 weeks ago

Toronto, Ontario, Canada Acquatio Full time

Director, Wealth Management Partnerships & Growth

Location: Toronto (Hybrid) 

Who We Are

Acquatio is Canada's leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits.

We specialize in succession planning, business valuation, and exit readiness, helping firm owners maximize their enterprise value and prepare for a smooth sale. For buyers, we offer targeted acquisition strategies to identify the right opportunities and confidently navigate deal complexities.

Our name (pronounced acq-kway-she-oh) combines 'acquisition' with 'ratio,' emphasizing our commitment to maximizing outcomes for our clients throughout the M&A process.

Career Opportunity

We are seeking a high-performing Director, Wealth Management Partnerships & Growth to accelerate our growth by leveraging their network in the wealth advisory industry. The ideal candidate will have a proven track record in sales, business development, advisor recruitment or fund wholesaling, with a deep understanding of investment advisory and financial planning markets.

This is a permanent, full-time role reporting to the Founder. The role is ideal for an ambitious, driven professional with an entrepreneurial mindset and exceptional sales skills.

As Director, Wealth Management Partnerships & Growth, you will play a pivotal role in identifying and engaging wealth advisors to expand our network of practice owners and M&A deal pipeline. Your ability to cultivate strong relationships with investment advisors, mutual fund advisors, and financial planners will be instrumental in driving Acquatio's continued success.

Key Responsibilities

  • Develop and execute a strategic business development plan to expand Acquatio's network of practice owners within the wealth advisory sector.
  • Identify, engage, and onboard investment advisors, financial planners, and other investment professionals interested in growth and/or succession planning.
  • Build and nurture relationships with wealth management firms to generate deal flow for our M&A advisory business.
  • Work closely with our network of independent wealth advisory firms to match practice owners with firms with strong alignment and opportunity to partner.
  • Represent Acquatio at industry events, conferences, and networking functions to enhance brand visibility and establish and develop centres of influence.
  • Develop and implement targeted email, phone, and social media outreach campaigns to maintain a robust pipeline.
  • Provide insights and feedback on market trends, investor sentiment, and competitive positioning.
  • Contribute to the structuring and negotiation of agreements in collaboration with the M&A team.

Qualifications & Experience

  • 5+ years of experience in a sales, business development, fund wholesaler or advisor recruitment role.
  • Proven track record of success in sourcing and engaging investment advisors, mutual fund wholesalers, or financial planners.
  • Existing network within the wealth advisory industry, with established relationships that can be leveraged for investor acquisition.
  • Excellent communication and relationship management skills, with the ability to influence and persuade decision-makers.
  • Highly motivated, results-driven, and able to thrive in an entrepreneurial environment.
  • Proficiency with CRM tools and digital outreach strategies.
  • Completion of relevant financial certifications (e.g., CIM, CFA, CFP) is an asset but not required.
  • Willingness to travel as needed.

Compensation & Benefits

  • Competitive base salary plus performance-based incentives.
  • Opportunity for equity participation and long-term wealth creation.
  • Flexible work environment with remote/hybrid options.
  • A high-impact role in a rapidly growing M&A advisory firm with significant career growth potential.

If you are a dynamic sales professional with a passion for business development and a strong network in the wealth advisory space, we want to hear from you. Apply today to be part of a high-performing team shaping the future of wealth management M&A at Acquatio.

  • Director, Wealth Management Partnerships

    3 weeks ago

    Toronto, Ontario, Canada Acquatio Full time

    Director, Wealth Management Partnerships & GrowthWho We AreAcquatio is Canada's leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits.We specialize in succession planning, business valuation, and exit...

  • Director, Wealth Management Partnerships

    2 weeks ago

    Toronto, Ontario, Canada Acquatio Full time

    Director, Wealth Management Partnerships & GrowthWho We AreAcquatio is Canada's leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits.We specialize in succession planning, business valuation, and exit...

  • Director, Wealth Management Partnerships

    2 weeks ago

    Toronto, Ontario, Canada Acquatio Full time

    Director, Wealth Management Partnerships & GrowthWho We AreAcquatio is Canada's leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits.We specialize in succession planning, business valuation, and exit...

  • Director, Wealth Management Partnerships

    2 weeks ago

    Toronto, Ontario, Canada Acquatio Full time

    Director, Wealth Management Partnerships & GrowthWho We AreAcquatio is Canada's leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits.We specialize in succession planning, business valuation, and exit...

  • Strategic Wealth Manager

    1 week ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    Nicola Wealth Management Ltd. is a leading organization in the wealth management industry, dedicated to delivering exceptional client experiences. As a Strategic Wealth Manager, you will be part of a talented team that provides sophisticated financial planning and strategic wealth management services to individuals and families.About the Team:You will work...

  • Executive Director, Wealth Management

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    We are looking for a seasoned professional to join our Nicola Wealth team as Executive Director, Wealth Management. As a key member of our senior leadership team, you will be responsible for developing and executing the strategic direction of our mass affluent division.Your primary focus will be on driving business growth through innovative product...

  • Wealth Management Associate Director

    5 hours ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    About Our Team">Nicola Wealth Management Ltd. is a national leader in wealth management, renowned for our sophisticated financial planning and diversified private investment funds. Our dedicated team values collaboration, learning, development, accountability, and client excellence in every aspect of our work.">Job Overview">We are seeking a skilled...

  • Wealth Management Leader

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    We are Nicola Wealth, a national leader in wealth management. Our firm is dedicated to upholding our values through significant growth and expansion. We deliver extraordinary client experiences in a values-driven work environment.The Advisory Services Director will lead our Wealth Advisor team and operations in Ontario. This role has significant strategic...

  • Wealth Planning Expert

    1 week ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    We are seeking a skilled Financial Services Professional to join our team at Nicola Wealth Management Ltd. As a key member of our organization, you will play a vital role in providing exceptional client service and supporting our Wealth Advisors.About the Role:This position offers an exciting opportunity to continue your financial services education and...

  • Wealth Management Partnerships Professional

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewThe Wealth Management Partnerships Professional plays a critical role in fostering strong relationships between Scotia Wealth Management and Retail Banking, driving business growth through referrals and partnerships.

  • Wealth Management Specialist

    3 days ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    We are a national leader in wealth management, dedicated to upholding our firm's values through significant growth. Our sophisticated financial planning and diversified private investment funds have earned us recognition as a Best Managed Company and one of Canada's Top Employers.About the Role:As a trusted business partner to our Wealth Advisors, you will...

  • Wealth Management Coordinator

    2 days ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    At Nicola Wealth Management Ltd., we pride ourselves on delivering exceptional financial planning and strategic wealth management services to our esteemed clients. As a key member of our team, you will play a vital role in supporting our Wealth Advisors, ensuring that client needs are met with unparalleled precision and care.About the Role:You will provide...

  • Vice President of Wealth Management Division

    7 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Nicola Wealth is committed to excellence in wealth management. We're seeking a strategic growth officer to lead our Mass Affluent Division, driving innovative solutions and exceptional client experiences. As Vice President, you'll craft a bold vision for this new division, leveraging your entrepreneurial mindset and passion for building and growing...

  • Wealth Management Professional

    1 day ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    OverviewNicola Wealth Management Ltd. is a national leader in wealth management, offering sophisticated financial planning, diversified private investment funds, and exceptional performance. Our award-winning culture and 99% client retention rate demonstrate our commitment to delivering outstanding results for our clients.Job DescriptionWe are seeking a...

  • Wealth Management Operations Specialist

    2 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Company OverviewAviso Wealth is a leading wealth management organization that provides innovative solutions to its partners and clients. With over $130 billion in total assets under administration and management, we offer a comprehensive range of services to support the financial industry.Our commitment to excellence is reflected in our values: leadership,...

  • Advisory Services Director

    7 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified investment platform and its exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are...

  • Advisory Services Director

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified investment platform and its exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are...

  • Wealth Management Director

    2 weeks ago

    Toronto, Ontario, Canada The Mason Group Inc Full time

    The Mason Group Inc invites applications for the position of Director of Wealth Management. This exciting opportunity requires a seasoned professional with expertise in financial reporting, regulatory disclosures, and internal controls.As a Director of Wealth Management, you will lead a high-performing advisory team, driving strategic growth and developing...

  • Wealth Services Coordinator

    5 days ago

    Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    About Us:Nicola Wealth Management Ltd. is a national leader in wealth management, recognized for our sophisticated financial planning and diversified private investment funds.Our award-winning culture combines exceptional performance with a 99% client retention rate, positioning us as a top employer in Canada.We value collaboration, learning, development,...

  • Wealth Planning Associate

    7 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Nicola Wealth Description We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...