Business Development Associate, Wealth Management

About Canaccord Genuity

Opportunity

Responsibilities

• Make cold and warm outbound calls to identify and qualify advisor prospects.
• Prepare email and general mail outreach, including tracked email campaigns.
• Maintain accurate prospect CRM records, activity, and pipeline status.
• Research advisors, teams, and books of business for market mapping and targeted outreach.
• Schedule introductory meetings with recruiting and branch management teams.
• Track outreach and report pipeline metrics and campaign results.
• Handle prospect information professionally and confidentially.
• Provide administrative and event support to the business development and recruiting team.

Skills and Qualifications

• Requires 1–3 years in telemarketing, sales, business development, recruiting, or a related client-facing role.
• Requires understanding of investment management, wealth management, and the advisory business.
• Requires strong verbal and written communication, customer service, relationship-building, organization, and attention to detail.
• Requires proficiency with MS Office: Word, Excel, and Outlook; CRM experience is an asset.
• Candidates should demonstrate interest in investment products, retail wealth management, and advisor recruiting.

Education and Professional Qualifications

• A post-secondary degree or diploma, preferably in business, finance, commerce, or a related field, is preferred.
• Completion of, or willingness to complete, the Canadian Securities Course is an asset.
• Additional financial services designations or coursework demonstrating industry knowledge are viewed favourably.

Compensation and Benefits

• Expected base salary is $55,000–$65,000, based on the successful candidate’s skills, experience, and qualifications.
• The total rewards package may include performance-based bonuses, health and dental benefits, a pension plan, and paid time off.
• Additional offerings may include an employee stock purchase program with employer matching and education reimbursement.

Workplace

• The posting includes an onsite indicator.

Application Notes

• Interview candidates must provide proof of citizenship, permanent residence, or eligibility to work in Canada without restrictions.