Regional Vice President, Wealth Advisor Solutions

Our client, a rapidly growing Canadian financial services firm, is seeking a Regional Vice President, Wealth Advisor Solutions to join their team in British Columbia. This senior relationship management role is ideal for a driven, entrepreneurial professional who thrives on building partnerships and driving growth. You’ll represent a leading provider of alternative investment products—helping financial advisors and portfolio managers deliver stronger, more diversified solutions for their clients.

This is a remote role based in BC with regular regional travel. You’ll have the autonomy to build and grow your territory while representing a trusted brand in the private investment space.

Responsibilities

Business Development & Relationship Management

• Build, strengthen, and maintain relationships with financial advisors, portfolio managers, and investment dealers within your assigned territory.
• Serve as the primary point of contact and trusted partner for advisors exploring or using the firm’s investment solutions.
• Develop and execute a territory strategy to increase assets under management and drive new business opportunities.

Advisor Education & Engagement

• Educate advisors on the firm’s investment offerings through one-on-one meetings, small group sessions, and virtual or in-person events.
• Deliver engaging presentations at industry conferences, trade shows, and professional gatherings to raise awareness and promote investment products.

Sales Execution & Pipeline Growth

• Execute a structured outreach plan through calls, emails, social media, and in-person meetings to expand the advisor network.
• Proactively identify and close business opportunities to meet or exceed regional asset growth targets.
• Maintain accurate CRM records and track activity, performance, and pipeline metrics.

Regional Representation & Brand Building

• Represent the firm’s brand and values with professionalism and integrity.
• Build a strong presence within the BC advisor community to enhance visibility and generate referrals.

Qualifications

Education & Licensing

• Post-secondary education in business, finance, or a related field.
• Industry licensing (Mutual Fund license, Canadian Securities Course, or equivalent) strongly preferred.

Experience

• Minimum 5 years of B2B sales or relationship management experience in financial services, wealth management, or investment sales.
• Proven success developing long-term relationships that result in measurable business growth.
• Skilled at presenting to small and large groups in both formal and informal settings.

Skills & Attributes

• Strong knowledge of investment products; familiarity with alternative investments is a plus.
• Highly motivated self-starter with the ability to work independently in a remote setting.
• Excellent communication, networking, and presentation skills.
• Organized and detail-oriented, with the ability to manage multiple priorities and meet deadlines.
• Must be located in British Columbia and able to travel regularly within the region.
• Must have a reliable, fully insured vehicle and a valid driver’s license.

Compensation

• Base Salary: $85,000 per year
• Bonus & Commissions: Uncapped earning potential tied to performance, with first-year OTE $170,000+
• Comprehensive benefits package and ongoing career growth opportunities