Business Development Associate
Job in
Calgary, Alberta, T3S, Canada
Listing for:
Wellington-Altus
Full Time
position
Listed on 2026-01-03
Job specializations:
-
Business
Business Development, Client Relationship Manager, Sales Marketing
Job Description & How to Apply Below
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-rated
* investment 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:
:
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…
Position Requirements
10+ Years
work experience
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