Marketing and Events Associate

1 month ago

Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

**Marketing & Events Associate**

**Location**: This position will be located in our Toronto office (10 Alcorn - Rosedale Office).

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2024 Brokerage Report Card._

**The Team**:
The **Rosedale Family Office** (RFO) is a fast-growing, high-performing team that provides exciting opportunities to work with and learn about different sectors of wealth management. The team thrives by operating within a relationship-driven environment with an emphasis on being supportive and collaborative with team members and clients alike.

We are incredibly proud of our dynamic culture at RFO - we come to the office energized each day to align as a team. Our office is built to support this collaboration with benefits including weekly happy hours, team events and much more

**The opportunity**:
The **Rosedale Family Office** (RFO) is looking for a dynamic, team-oriented, and experienced Marketing & Events Associate to join our team. Reporting to the Senior Wealth Advisors and supporting the Rosedale Family Office team, the Marketing & Events Associate will lead all efforts related to marketing, social media, communications and events across the practice.

The Marketing & Events Associate will work day-to-day with the team to create marketing strategies and collateral, drive social media engagement with existing and prospective clients, creative initiatives, and event creation & management, ensuring all initiatives and activities follow governing regulations, internal policies and procedures.

**Key responsibilities include**:

- Developing marketing strategies to deepen the breadth and depth of RFO brand recognition and messaging, through new and existing channels (e.g. podcasts, webinars, speaking engagements, etc.).
- Adapting best practices, with a digital first mindset, finding ways to advance the team’s marketing efforts and deliver results.
- Monitoring and tracking performance of marketing campaigns, working with the team to manage priorities and competing demands.
- Deepening recognition of RFO within Toronto, specifically with UHNW households.
- Leveraging brand opportunities across various media and charitable relationships, ensuring alignment with core values/messaging.
- Ensuring brand styling oversight is applied across initiatives to both protecting the brand and raising awareness, while driving support and inclusion of our value proposition.
- Ensuring that marketing activities are conducted in compliance with governing regulations (CIRO), internal policies, style guidelines, and procedures.
- Developing and leveraging key relationships across corporate partners, including Advisor Marketing, Regional Management, Marketing Compliance, Technology and external vendors.
- Performing other duties as assigned.
- A bachelor's degree or diploma, preferably in marketing, communications, or business administration.
- A minimum of 2 years’ experience in marketing.
- Experience in wealth management industry, working with investment advisors.
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is considered an asset.
- Proficiency with the MSOffice suite and Adobe Pro.
- Experience working with LinkedIn and other marketing and social media platforms (e.g. Salesforce, Mailchimp, Canva, etc.)
- Solid understanding of the investment advisory industry and associated compliance regulations and requirements.
- Effectively works autonomously, independently, and with a strong ability to meet deadlines.
- Strong project management skills with ability to take initiative to ensure successful outcomes.
- Strong writing skills, experience in creative writing.
- Solid knowledge of creative studio design and production processes.
- Sound knowledge of marketing disciplines with experience in marketing planning, communications and branding.
- A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
- An ability to maintain the highest levels of confidentiality.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**:
**Education**: Preferred
- Bachelor's degree or better in Marketing or related field

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