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
Ideal Candidate Profile
Whats Offered
For confidential inquiries or to submit your candidacy, contact:
Yorktown Search Partners
executive@yorktownsearch.com
All inquiries held in strict confidence.
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