VP, Advisor Recruitment (Canada) Full Time

Who We Are

Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. 

At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.

We are a value-based organization with the following core beliefs:

• All in
• Clients come first
• Trust is earned
• One Team
• Innovation answers uncertainty
• Discipline delivers results

We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.

Job Summary

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.

Key Responsibilities

• 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 profitability and growth metrics.

• Market Intelligence: Continuously monitor competitive activity and gauge advisor sentiment across all Canadian regions.

Qualifications

• 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.

Compensation & Performance Structure

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. The calculation is based on 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.

Working Conditions

• 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.

AI Statement

Bellwether’s hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.

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.