Wealth Management Associate

Arthur Wealth Management | Ottawa, ON (Hybrid) | Full-time | Base salary plus performance-based variable compensation

Arthur Wealth Management is a growing boutique advisory practice serving incorporated professionals and business owners across the National Capital Region. We are hiring a Wealth Management Associate, a hybrid role that combines business development, prospect and client meeting support, client-service coordination, and internal process improvement.

You will help grow the practice, sit in on the conversations where new relationships begin, keep our existing clients well-served, and drive the internal efficiency work that lets a lean team punch above its weight. It is designed as a development track: the right person builds toward full investment or insurance licensing and a book of their own relationships.

●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

●Prospect meeting preparation - researching the business and owner ahead of time, building the agenda and discovery materials, assembling the information the advisor needs, and documenting outcomes and next steps afterward

●Prospect meetings - attending discovery and follow-up conversations alongside the principal advisor in a support capacity, taking ownership of more of the conversation as your training and licensing progress

●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

This role is built to become an advisory role. We will support you through the licensing and education required to advise clients directly, the investment route, the insurance route, or both, including study time and the cost of courses and registration, on a timeline set with you as you demonstrate readiness.

Until you are licensed and registered, you support the advisor rather than advise clients: you prepare, coordinate, participate, and take notes, and all product and advice questions go to the principal advisor. Once licensed, the scope of client work you own expands accordingly.

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.

● 12+ months of documented outbound sales or business development experience

● Professional written and verbal communication

● Genuine intent to become a licensed investment or insurance advisor

● Comfort with a compliance-conscious script, until licensed, you will redirect all product and advice questions to the advisor

● Willingness to attend early-morning and evening community events (3–5 per month)

● Ottawa or surrounding area resident

● Reliable transportation to Ottawa-area event venues

● Legally able to work in Canada

● Prior experience selling to small business owners (payroll, HRIS, business banking, SMB software)

● Progress toward, or willingness to begin, the Canadian Securities Course, LLQP, CFP, or equivalent

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, and you will learn the advisory craft from the inside, in the room, rather than from a training manual. If you want variety, meaningful upside, and a clear route to becoming a licensed advisor, we would like to hear from you.