Description
Arthur Wealth Management is a growing boutique advisory practice serving incorporated professionals and business owners across the National Capital Region. We are hiring our first Practice Development Associate, a hybrid role that combines outbound business development, client-service coordination, and internal process improvement.
You will help grow the practice, keep our existing clients well-served, and drive the internal efficiency work that lets a lean team punch above its weight. It is a genuine build role with a clear path toward Practice Manager or a licensed advisor track.
What you’ll own
● Business development — outbound outreach to incorporated business owners, LinkedIn-driven growth of our Profit to Prosperity newsletter, and booking qualified discovery meetings for the principal advisor
● Client service — coordinating existing client review meetings, managing the advisor’s calendar, meeting prep, and CRM discipline
● Practice operations — auditing our tech stack, building documented processes, and driving efficiency improvements across the firm
● Community presence — representing our firm at Association events, Ottawa Board of Trade functions, and chamber gatherings
How the role is rewarded
Compensation is a competitive base salary plus meaningful performance-based variable pay. The variable side rewards booked-and-held prospect meetings, closed business, and an annual bonus tied to firm growth, process delivery, and newsletter channel growth. Full details are shared during the interview process.
What you’ll need
● 12+ months of documented outbound sales or business development experience
● Professional written and verbal communication
● Comfort with a compliance-conscious script — you will redirect all product and advice questions to the advisor
● Willingness to attend early-morning and evening community events (3–5 per month)
● Reliable transportation to Ottawa-area event venues
● Legally able to work in Canada without sponsorship
Nice to have
● Prior experience selling to small business owners (payroll, HRIS, business banking, SMB software)
● Interest in financial services as a long-term career direction
● Designations such as CFP, CIM, CLU
Why join us
This is a strategic hire, not an entry-level seat. You will help shape how our firm shows up in the Ottawa business community, how our newsletter audience grows, and how our practice runs day-to-day. If you want variety, meaningful upside, and a clear path forward, we would like to hear from you.
