VP, Advisor

VP, Advisor Recruitment

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.

• 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's profitability and growth metrics.
• Market Intelligence:
  Continuously monitor competitive activity and gauge advisor sentiment across all Canadian regions.

• 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.

This success-linked package is designed to attract a high-performing veteran.

• Base Salary: A competitive annual base salary.
• Non-Discretionary Growth
  
  Incentives:
  
  A performance-linked incentive calculated as a percentage of the first-year Gross Revenue (GDC) generated by recruited advisors, with a tiered payout rate corresponding to specific revenue brackets achieved during the year.
• Performance Bonus:
  Eligibility for a bonus contingent upon achieving qualitative KPIs, including pipeline depth, advisor recruitment volume, advisor retention, and overall integration success.

• This is a hybrid role, but the individual will be required to attend regular meetings at Bellwether’s head office.
• Travel is required in this role.

Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.