Job Title

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 All inquiries held in strict confidence. #J-18808-Ljbffr