PWM Associate

2 weeks ago

Toronto, Canada IG Wealth Management Full time

Mackie/Lowe Private Wealth Management is a leading Toronto based Private Wealth Management practice in business for 30 years. We focus on complex family and businesses planning opportunities for 225 families, entrepreneurs, professionals and business owners in Toronto and the surrounding areas.

Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.

THE OPPORTUNITIES:

Long term succession planning opportunity with Mackie/Lowe Private Wealth Management with a strong reputation for bespoke client service; with client engagement scores to back this up; Access to IG Private Wealth Management Team and support; including the Advanced Financial Planning Team, Private Client Support and Practice Management Team; Be mentored and supported by one of the most experienced and successful senior advisor teams in the 98 year history of IG Wealth Management; and Opportunity to build and be rewarded for your own equity.

SPECIFICALLY YOU WILL

Support all business development and marketing activities and strategies; Identify and develop new business opportunities within the young; professionals and entrepreneurs market; expand your relationships with centers of influence, and build relationships with the next generations of our client family groups; Coordinate the preparation of presentations and concept pieces for use in implementing financial planning strategies; Meet directly with prospective and existing clients to execute personalized, strategic concepts and further the client relationship; and Review client accounts, execute trade orders, track client documentation/follow up, and explain product, services and strategies to clients directly.

THE BENEFITS

Strong total compensation package, including bonuses and rewards based incentives; Entrepreneurial culture that promises personal growth and development in the high net worth market; and Modern work environment and flexibility in your schedule, along with option for some remote work hours.

TO BE BEST SUITED FOR THIS OPPORTUNITY YOU SHOULD POSSESS

Strong interpersonal skills and demonstrated ability to build relationships and attract new business, for years to come; Youthful energy; able to participate and contribute to strategic directions; 5 years of experience in the financial services industry is an asset; CFP® designation, or willing to complete; Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain; We pride ourselves in life work balance to help with your young family while building a long term, successful career.

We are located at Bay and King, at a client centric, modern and technology friendly office, you will be proud to be a part of. We thank all applicants, however, only those under consideration will be contacted.

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