--- title: 'Business Development Representative at OneVest' canonical: 'https://feeny.ai/job/business-development-representative-onevest-toronto-21z5pn5eye9w' type: 'job' last_seen: '2026-09-13' --- # Business Development Representative at OneVest - **Company:** OneVest - **Location:** Toronto, Canada - **Posted:** 2026-07-13 - **Last confirmed live:** 2026-09-13 - **Apply:** https://job-boards.greenhouse.io/onevest/jobs/5342837008 ## Job description OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big. We are looking for a high-energy, resourceful, and results-driven Business Development Representative (BDR) to join our growing inside sales team. In this role, you will be the engine of our sales pipeline. You will be responsible for identifying, researching, and initiating contact with prospective business clients (B2B), mapping out their business challenges, and qualifying them for our Sales Executives. What You’ll be Doing: - Outbound Prospecting: Conduct strategic cold outreach through phone calls, targeted emails, and LinkedIn messages to source new business opportunities. - Inbound Qualification: Rapidly follow up with, educate, and qualify inbound leads generated by our marketing team. - Discovery & Qualification: Conduct initial discovery calls to understand a prospect's pain points, business goals, and budget, ensuring they match our Ideal Customer Profile (ICP). - Meeting Generation: Consistently meet or exceed monthly quotas for booking high-quality introductory meetings for our Sales team. - CRM Data Integrity: Maintain accurate, up-to-date records of all interactions, leads, and pipeline activities within Salesforce/HubSpot. - Market Intelligence: Stay up to date on industry trends, competitor activities, and product updates to effectively handle objections. Must Haves: - Experience: 0–2 years of sales or customer-facing experience (Finance, Technology, or call center background). Prior BDR/SDR experience is a plus but not required. - Communication Skills: Exceptional verbal and written communication. You need to be comfortable picking up the phone and engaging business executives. - Resilience & Grit: A thick skin and a positive attitude. You view "no" as just one step closer to a "yes." - Coachability: A strong desire to learn, adapt quickly to feedback, and constantly improve your sales skills. - Tech Savvy: Familiarity with modern sales tools (Claude, Gemini, Salesforce, HubSpot, Outreach, ZoomInfo, LinkedIn Sales Navigator) is a huge advantage. What It’s Like To Work With Us: - Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! - Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year - Flexibility: A flexible & hybrid working environment - Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start - Equity: Employee Stock Option Purchase Plan Sound like a good fit? Apply today! Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles. OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you. AI Use In Our Hiring Process: OneVest does not currently use AI to screen, assess, or select candidates as part of the recruitment process. ## About OneVest ## Company Overview - **One-liner**: OneVest is a financial technology company that provides an AI-native, agentic operating system to unify and modernize wealth management for financial institutions. - **Entity Type**: Private (Series B) - **Headquarters**: Toronto, Canada - **Founded**: 2021 - **Founders**: Not publicly available ## Core Business - **Primary industry**: Wealth management technology (Financial Services) - **Target customers**: B2B – Registered Investment Advisors (RIAs), Broker-Dealers, Banks, Insurance Companies, and Asset Managers. - **Mission or purpose statement**: “We believe that wealth is for everyone.” OneVest aims to make wealth management a better experience for everyone by replacing fragmented legacy systems with a unified, intelligent platform. ## Products & Services - **[OneVest Platform – The Agentic Wealth Operating System](https://www.onevest.com/)**: A unified, modular SaaS platform that integrates three workspaces (Client Portal, Advisor Workspace, Operations Workspace) and an AI-powered collaboration layer called Pulse. Modules include Digital Onboarding, Account Opening, CRM, Portfolio Management, Money Movement, Document Management, Compliance, and Analytics & Reporting. The platform is open API‑ready, multi‑language, multi‑currency, and SOC 2 Type II certified. - **[OneVest Pulse](https://www.onevest.com/)**: A live, AI‑powered activity stream that enables real‑time collaboration between advisors, operations, and home office teams. Conversations trigger workflows, route approvals, and track ownership – all within a single feed. ## Market Standing - **Valuation/Market Cap**: Not disclosed - **Key Metric – Total Funding**: USD 36,694,855 (as of January 2025 Series B) - Seed Round (2022-03-05): USD 3.9M led by Luge Capital - Series A (2023-06-13): USD 12.8M led by OMERS Ventures - Series B (2025-01-29): USD 20.0M led by Salesforce Ventures (8 investors) - **Notable Investors/Partners**: Salesforce Ventures, OMERS Ventures, Luge Capital - **Growth Signals**: 35.1% year‑over‑year employee growth (103 employees); LinkedIn followers increased 24.9% yearly; launched in multiple global markets (U.S., Canada, UK, UAE); SOC 2 Type II certification; expanding engineering and sales teams. ## Competitive Advantages - **AI-native, agentic OS**: OneVest’s unified platform replaces fragmented legacy systems with an intelligent operating system that automates workflows across the entire wealth lifecycle – no rip‑and‑replace required. - **Real‑time orchestration**: Every action (human or AI) is coordinated and executed in real time, with full audit trails and compliance built in. - **Open architecture**: Modular design allows deployment of one module or the full OS, with open APIs that connect to existing custodians, data providers, and third‑party systems. - **Global readiness**: Multi‑currency (USD, CAD, EUR, GBP, AED), multi‑language (English, Spanish, French, Arabic), and built for regulated financial environments. ## Strategic Focus - **Expansion into new segments**: Serving RIAs, broker‑dealers, banks, and insurance companies across North America and global markets. - **Deepening AI capabilities**: Continuing to develop agentic features that automate operations and free advisors to focus on relationships. - **Scaling the team**: Recruiting for senior roles in revenue operations, enterprise sales, and mobile engineering to support growth. ## Why Work Here - **Culture**: Rated 4.5/5 on LinkedIn (13 reviews); culture scores: Work‑Life 4.2, Compensation 4.2, Culture 4.9, Career 4.7. Values include inclusive, flexible, bold, innovative, and trustworthy. - **Work model**: Hybrid – employees can work from home, office hubs (Toronto, New York, London), or both. - **Benefits**: Stock options for all full‑time employees; 4 weeks vacation plus an extra week over the December holidays; comprehensive group health plan starting Day 1; Employee Assistance Plan; annual team‑building events. - **Engineering culture**: Modern tech stack, AI‑first development, and the opportunity to build a platform for regulated financial environments. ## Sources 1. [onevest.com – About page](https://www.onevest.com/about-onevest) 2. [onevest.com – Product page](https://www.onevest.com) 3. [onevest.com – Careers page](https://www.onevest.com/careers/) 4. [ca.linkedin.com/company/onevest](https://ca.linkedin.com/company/onevest) 5. 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