Vice President, Business Acquisition
Apply NowCompany: Richardson Wealth Limited
Location: Toronto, ON M4E 3Y1
Description:
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Are you a self-starter that is energized by growing business and working in a dynamic and entrepreneurial environment? As a member of the Corporate Development team, you are a key contributor to the strategic and aggressive growth of the organization.
You will identify qualified Advisor teams who demonstrate excellence in client service, operate a successful practice, and fit with the vision and values of Richardson Wealth. You will be accountable for attracting and managing relationships with quality candidates while ensuring they have an exceptional experience throughout the process. You will also share competitive intelligence, your best advice and ideas with the Corporate Development team to enhance our strategy.
In addition to external activities, you will work with branch management and transition teams to prepare practices to move, while establishing a plan to maximize the enterprise value of practices once they arrive. As part of this role, you may consult on succession plans for existing and future teams, which includes identifying and attracting successors. You will report to the SVP & Head Corporate Development and work with fellow professionals in the Corporate Development team.
Duties and Responsibilities
Identify qualified Advisor candidates who will uphold the vision and values of Richardson Wealth and are a fit for our recruitment strategy
Lead relationships with candidates and work with Branch Managers colleagues to progress candidates through the recruiting process
Contribute consistently to our team CRM and provide regular pipeline reporting to SVP & Head Corporate Development
Identify opportunities for improvement or enhancement within recruiting and onboarding processes to ensure a high level of professionalism and excellence
Identify campaign and marketing opportunities to share the Richardson Wealth story and promote our brand to ideal prospects
Participate in industry events
Other relevant duties as assigned
About you
Demonstrates leadership skills and always acts with a high level of professionalism and ethics
Driven to make a major impact toward our growth aspirations supported by a proven passion for growing business
Ability to identify industry trends that impact recruiting
Effective communication skills, organized and solution-oriented
Team player with a positive attitude and ability to work with various personality types
Qualifications and Requirements
5+ years in the finance industry; ideally in recruiting, sales, or wholesale roles in wealth management
Demonstrated experience creating and executing sales strategy resulting in a tangible increase in revenue and/or AUM
Strong understanding of Advisor compensation, metrics, business practices and both the CIRO and MFDA platforms
Strong technical and analytical skills
University degree in related fields; Master's degree is an asset
Ability to travel / flexible with respect to working hours
#LI-Hybrid
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we're ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
We are a proud partner of Pride at Work Canada.
Other details
Apply Now
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Are you a self-starter that is energized by growing business and working in a dynamic and entrepreneurial environment? As a member of the Corporate Development team, you are a key contributor to the strategic and aggressive growth of the organization.
You will identify qualified Advisor teams who demonstrate excellence in client service, operate a successful practice, and fit with the vision and values of Richardson Wealth. You will be accountable for attracting and managing relationships with quality candidates while ensuring they have an exceptional experience throughout the process. You will also share competitive intelligence, your best advice and ideas with the Corporate Development team to enhance our strategy.
In addition to external activities, you will work with branch management and transition teams to prepare practices to move, while establishing a plan to maximize the enterprise value of practices once they arrive. As part of this role, you may consult on succession plans for existing and future teams, which includes identifying and attracting successors. You will report to the SVP & Head Corporate Development and work with fellow professionals in the Corporate Development team.
Duties and Responsibilities
Identify qualified Advisor candidates who will uphold the vision and values of Richardson Wealth and are a fit for our recruitment strategy
Lead relationships with candidates and work with Branch Managers colleagues to progress candidates through the recruiting process
Contribute consistently to our team CRM and provide regular pipeline reporting to SVP & Head Corporate Development
Identify opportunities for improvement or enhancement within recruiting and onboarding processes to ensure a high level of professionalism and excellence
Identify campaign and marketing opportunities to share the Richardson Wealth story and promote our brand to ideal prospects
Participate in industry events
Other relevant duties as assigned
About you
Demonstrates leadership skills and always acts with a high level of professionalism and ethics
Driven to make a major impact toward our growth aspirations supported by a proven passion for growing business
Ability to identify industry trends that impact recruiting
Effective communication skills, organized and solution-oriented
Team player with a positive attitude and ability to work with various personality types
Qualifications and Requirements
5+ years in the finance industry; ideally in recruiting, sales, or wholesale roles in wealth management
Demonstrated experience creating and executing sales strategy resulting in a tangible increase in revenue and/or AUM
Strong understanding of Advisor compensation, metrics, business practices and both the CIRO and MFDA platforms
Strong technical and analytical skills
University degree in related fields; Master's degree is an asset
Ability to travel / flexible with respect to working hours
#LI-Hybrid
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we're ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
We are a proud partner of Pride at Work Canada.
Other details
- Pay Type Salary
Apply Now