Overview
Vice President, Business Development Jobs in Markham – Ontario at Worldsource Wealth Management Inc.
Title: Vice President, Business Development
Company: Worldsource Wealth Management Inc.
Location: Markham – Ontario
Category: Business, Management
Vice President, Business Development, Eastern Canada Direct message the job poster from World source Wealth Management
Amidst our continued growth at World source, we are looking for a Vice President, Business Development (“VP, BD”) who will be responsible for all aspects of partner relations with World source Financial Management Inc. (“WFM”) and World source Securities Inc. (“WSI”) advisors in Eastern Canada (Ontario and Atlantic). The successful candidate will help drive forward the department’s annual business objectives, coordinate and propel partner recruitment efforts, and lead strategic initiatives.
The VP, BD will accelerate the region’s growth through heightened engagement,
advocacy
and servicing efforts, and will leverage proactive planning and activity, effective information management and dedicated advisor interactions to achieve results. The incumbent will act in the best interests of the firm in meeting all corporate, departmental and advisor business objectives.
ESSENTIAL FUNCTIONS :
Business Development –
Recruiting advisors and corporate partners by maintaining a network of contacts in the industry and staying abreast of industry trends, transactions and the competitive landscape;
Assisting WFM and WSI advisor groups and branch managers with recruiting through coaching and guidance on WWM value proposition, policies, procedures and financial conditions;
Managing and maintaining corporate reporting on recruitment AUA, pipeline and transition status; and
Collecting, analyzing and reporting on the financial aspects of WFM and WSI recruitment initiatives, book assessment processes and transition incentive methodologies.
Partnerships –
Establishing, developing and maintaining contact and relationships with WFM and WSI advisors, administrators and branch managers in Eastern Canada and/or as otherwise assigned;
Establishing and maintaining effective relationships with internal staff and management in order to support, troubleshoot and problem solve on behalf of WFM and WSI advisors;
Supporting partner enhancement and
optimization
programs such as
succession planning
, segmentation and practice management initiatives;
Providing value-added services to advisors and branches by assessing business efficiency practices, identifying growth and operational enhancement opportunities, developing and delivering practice management, branch diagnostic and analytical information;
Actively participating in the development and delivery of campaigns, roadshows, conferences and advisory councils; and
Promoting World source Wealth Solutions to advisors.
QUALIFICATIONS :
Post-secondary
education
or equivalent experience
Professional accreditation is an asset
5-10 years of experience in either the manufacturing or distribution of financial products and services, with a strong emphasis on sales and relationship management
Extraordinary consumer focus and professional acumen
Public speaking capabilities and experience is a valued competency
Strong
leadership
capabilities with a passion for people and entrepreneurship
Familiarity with the Dataphile system is an asset
Strong knowledge of Microsoft Office
Exceptional written and verbal
communication skills
Superior
communication
, organizational and listening skills
Solid analytical and
problem-solving ski…
