Strategic Account Development Associate

Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.

A practical understanding of advisor workflows and client conversations.

Comfort with proactive outbound outreach across email, phone, and LinkedIn.

Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups.

Strong commercial judgment and the ability to identify genuine interest, develop champions, and create momentum.

Persistence, curiosity, and the ability to take ownership of an engagement plan.

Excellent communication, research, planning, and organizational skills.

The ability to work effectively across multiple internal teams.

Relevant Canadian or U.S. industry credentials are an asset, including the CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.

At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.

Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.

Compensation at CapIntel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.

If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.

Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.