Managing Partner Wealth Advisory & Distribution

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.