Offer summary

Qualifications:

Licensed or license-eligible under MFDA with active LLQP certification., Over 10 years of experience in wealth management, distribution leadership, or platform operations., Proven track record in managing or integrating advisor teams and books of business., Strong leadership skills with a strategic growth mindset..

Key responsibilities:

Lead the transition and operational integration of the wealth platform.

Oversee compliance functions across multiple provinces.

Develop and execute national advisor recruitment and growth strategies.

Collaborate with teams to structure new investment solutions and modernize systems.

Job description

Managing Partner Wealth Advisory & Distribution

Yorktown Search Partners
Location: Saskatchewan Preferred | Remote within Western Canada Considered
Employment Type: Full-Time | Equity/Partner Track

About the Opportunity

Yorktown Search Partners has been exclusively retained by a private merchant banking group to recruit a Managing Partner for a newly acquired, licensed, multi-jurisdictional wealth advisory platform with over $250 million in Assets Under Administration (AUA). The platform is MFDA-licensed and insurance-licensed across AB, SK, and MB, with a team of high-performing advisors and a strong administrative infrastructure.

This is a partner-track opportunity for a licensed executive to lead the transition, operational management, and national expansion of this private wealth platform. You will have the support of a fully built back-office, compliance team, and the legal infrastructure of one of Canadas most innovative merchant banking groups.

Your Role

As Managing Partner Wealth Advisory & Distribution, you will take on day-to-day operational leadership of the advisory business. Youll ensure full regulatory compliance (MFDA + LLQP), drive advisor engagement and recruitment, and collaborate closely with the firm's exempt market team to structure new investment solutions.

This is a rare opportunity to take equity ownership in a platform backed by significant infrastructure and national ambitions.

️ Key Responsibilities

Lead the full transition and operational integration of a $250M AUA platform
Oversee MFDA and LLQP compliance functions across SK, AB, and MB
Retain and optimize the performance of the advisor and administrative teams
Develop and execute a national advisor recruitment and growth strategy
Collaborate with the exempt market dealer team to integrate structured products and alternatives
Drive automation and modernization of onboarding, CRM, and suitability systems
Represent the platform in conversations with regulators, carriers, and dealer partners

Ideal Candidate Profile

Currently licensed (or license-eligible) under MFDA, with active LLQP certification
10+ years experience in wealth management, distribution leadership, or platform operations
Proven track record in managing or integrating advisor teams, books of business, or MGAs
Strong interpersonal and leadership presence with a strategic growth mindset
Demonstrated success in advisor recruitment, compliance oversight, and operational scalability
Prior experience building platforms through acquisition or structured roll-up preferred

Whats Offered

Leadership of a high-growth $250M wealth platform
Equity participation and performance-based compensation
Full back-office, legal, and compliance support
A national roadmap to build Canadas next-generation private wealth platform
Strategic positioning within one of Canadas most ambitious merchant banking groups

For confidential inquiries or to submit your candidacy, contact:

Yorktown Search Partners
executive@yorktownsearch.com
All inquiries held in strict confidence.

Required profile