Private Wealth Management Practice Manager - Calgary, AB

Enhance your career in an entrepreneurial environment
where you define your success & work as part of a team

The Practice Manager Opportunity

As an Practice Manager, you will be responsible for the day-to-day operations of Lowe & Associates Private Wealth Management with an ongoing focus on developing and improving processes and in the areas of Human Resources management. As a leader in the practice, you must be a self-motivated / managed and disciplined individual with an outgoing personality who has a passion for management, communication, coaching and client service excellence. This is a full-time position that offers a competitive compensation package along with a flexible schedule for the right candidate.

Responsibilities

• Provide full operational support to a large financial planning practice including but not limited to the following: 
• Oversee all human resources aspects of the practice, including hiring, managing, and developing the workforce
• Manage the practice daily workflow and provide support.
• Act as the liaison between head office, the team and our clients.
• Assist the Advisor and team to continue to elevate the client experience through servicing and event support.
• Provide leadership in the area of community exposure and effective marketing support.

Qualifications

• Business Administration Diploma or other Post-secondary degree in a relevant business discipline or equivalent experience
• Strong computer skills in MS Office Suite (Outlook, Word, Excel), Office 365, OneDrive, Virtual Desktop and experience with financial planning software and contact management system
• Customer service orientation with a demonstrated ability to interact professionally with affluent clients
• Excellent organizational and time management skills with the ability to quickly adapt to ever changing priorities/time restrictions
• Demonstrated operational experience in the financial services industry would be preferred

About Lowe & Associates Private Wealth Management

Lowe & Associates Private Wealth Management is a leading Private Wealth Management and Financial Planning practice located in Calgary. We provide a full range of financial products, services and advice to entrepreneurs, professionals, and business owners in the Calgary, AB Area and have been in practice for more than 40 years.

We are affiliated with Investors Group Financial Services Inc., which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with IG Wealth Management, you enter into a relationship backed by an industry leader that Canadians have trusted for 90 years.

With over 175 years of combined experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others. For more details, please visit our website at www.loweandassociates.ca

All interested applicants should send their resume and cover letter to Chris Poitras at lowe.associates@igpwm.ca. Please add in the subject line: Lowe & Associates Private Wealth Management - Private Wealth Management Practice Manager. We thank all applicants, however, only those under consideration will be contacted.