Private Wealth Management Associate, Nathan Giesbrecht & Associates - Red Deer, AB

The Business Development Associate Opportunity

As an Associate, you will support Nathan Giesbrecht & Associates Private Wealth Management and his team with his financial planning practice; primarily on business development and client servicing. As a key member of our award-winning team, you can thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence. This is a great full-time opportunity to build and be rewarded for your own equity and efforts. 

Here is a glimpse into a day-in-the-life-of a Business Development Associate

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.

• Provide financial planning support to Nathan Giesbrecht & Associates
• Plan and implement all business development and external marketing strategies
• Identify new business opportunities with high net-worth individuals
• Prepare presentations and concept pieces for use in implementing financial planning strategies
• Develop new client relationships from external prospecting and introduction generated from centers of influence
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further client relationships
• Interact with clients daily through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services and strategies

To qualify for this opportunity, you should possess

• Minimum of 5 years of experience in the financial services industry, preferably in a private wealth management environment
• Completed IIROC licensing
• Life License Qualification Program (LLQP) or willing to obtain
• CFP® designation would be considered an asset
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business
• Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business

Benefits

• An earnings range of $75,000+ per year in addition to performance incentives based on results
• Entrepreneurial culture that promises personal growth and development in the high-net-worth market
• Hybrid-working environment and flexibility in your schedule
• Opportunity to build and be rewarded fo your own equity

About Nathan Giesbrecht & Associates

At Nathan Giesbrecht & Associates Private Wealth Management, we support clients with complex financial needs through a comprehensive team-based approach to financial planning.  As a trusted advisor to our clients, we hire knowledgeable and self-motivated team members who share our passion in delivering a thoughtful and unique client experience. We are backed by IG Wealth Management, a member of the Power Corporation Group of Companies, and one of Canada’s largest and most respected corporations. Since 1926, we have been providing Canadians with holistic financial planning services that instill financial confidence and allow our clients to embrace all of life’s possibilities. For more information, please visit www.nathangiesbrechtpwm.ca