Job Description

Business Development Associate

Location:

This position will be based out of our Calgary office.

Our organization

:



Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.--the top-ratedinvestment dealer in Canada and one of Canada's Best Managed Companies. With nearly $40 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 2025 Brokerage Report Card.*

The team:

NOW Wealth Management Solutions: Who are you? What are your goals? What is your optimal lifestyle? We know your answers to these questions will be unique, which is why our service is unique to you. We focus on elite, personalized solutions and take every opportunity to grow and protect your wealth.

The opportunity:

Reporting to a Senior Wealth Advisor, the Business Development Associate will be focused on building and sustaining relationships with High Net Worth (NHW) and Ultra High Net Worth (UHNW) clients.



The Business Development Associate will be responsible for identifying and developing new business opportunities, executing marketing initiatives and supporting client base expansion. A Senior Investment Advisor will manage the transition and retention of client relationships, allowing for the Business Development Associate to focus purely on new client acquisition.

Key responsibilities include:

Client Acquisition

+ Proactively identify and secure new HNW and UHNW clients through outreach strategies including lead generation, networking, referrals, digital outreach and community events.
+ Research and analyze potential markets and clients to develop effective acquisition strategies.

Strategic Marketing & Brand Development

+ Plan and execute team initiatives including webinars and social media campaigns.
+ Support the Lead Advisor and team by creating compelling marketing content aligned with the team's values, goals and target audience.
+ Develop, manage and enhance the team's brand presence across various platforms and channels.
+ Analyze data and metrics to measure the effectiveness of branding efforts and make data-driven decisions.
+ Collaborate with internal teams to enhance brand visibility, ensuring that the team is recognized as a leader in wealth management.
+ Develop customized strategies to sustain and expand pipeline of potential clients.
+ Participate in the creation of strategic plans aimed at driving business growth and increasing market share.
+ Identify marketing strategies to deepen the breadth and depth of brand recognition and messaging, through new and existing channels (e.g. podcasts, webinars, speaking engagements, etc.).

Relationship Management

+ Assist licensed advisors in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
+ Develop and leverage key relationships across corporate partners, including Advisor Marketing, Regional Management, Marketing Compliance, Technology and external vendors.
+ Maintain high levels of client engagement.

Strategic Growth

+ Leverage brand opportunities across various media and charitable relationships, ensuring alignment with core values/messaging.
+ Develop and execute a strategic business development plan to drive revenue growth.
+ Monitor market trends, industry developments and competitor activities to identify new opportunities for client growth.
+ Identify short- and long-term value creation opportunities for targeting HNW and UHNW clients.

The ideal candidate will possess:

A bachelor's degree in business administration, marketing, accounting, finance or related field, or equivalent work experience. Financial service industry experience working in a high growth environment. Marketing and sales experience with a focus on client acquisition. Equivalent combination of education and experience may be considered. Experience in wealth management or other regulated industry is a strong asset. Current advisors with a small book of business are welcome to apply. Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is considered an asset. Professional designation in a financial stream is an asset. Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook. Proficiency in digital marketing tools and platforms (i.e. social media, social media management tools, email marketing software, analytical tools, etc. Highly self-motivated and competitive with a strong drive to generate new business opportunities. Excellent attitude and commitment to providing extraordinary service. Strong critical thinking and written and verbal communication skills. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals. Commitment to ethical conduct and integrity in all client interactions. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). Excellent problem-solving skills. A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. An ability to maintain the highest levels of confidentiality. Eager self-starter with a passion for building relationships and driving growth.

Conditions of employment:

Must be legally eligible to work in Canada. 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.