Private Wealth Management Associate: Daumler, Mertz & Associates- Calgary, AB
We are looking for an advisor to join our experienced Wealth Management practice. Our team will provide a structure, so you have the freedom to manage your clients how you see fit. You can take control of your schedule and your practice management.
Daumler, Mertz & Associates has been established in Calgary, Alberta for over 30 years. As a key member of our 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 with equity ownership in the practice based on assets transitioned. You are currently a successful financial advisor managing a book of clients. You are looking for a next level career opportunity to transition your clients and deepen your financial planning relationships. 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. If you have a passion for business development and client service, look no further.
Here is a glimpse of the day-in-a-life:
Prepare and present financial planning solutions using industry leading LPP software.
Identify new business opportunities with high net-worth individuals.
Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further client relationships.
Interact with clients through 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.
Completed CIRO licensing.
Life License Qualification Program (LLQP), would be considered an asset.
A financial planning designation, such as CFP® or QAFP, PFP designation would be considered an asset.
Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.
Benefits
Compensation is a combination of regular pay and bonus aligned to business achievement.
An earnings range of $100,000 - $300,000+ (depending on assets transitioned) per year in addition to performance incentives based on results can be expected depending on experience.
Flexibility to create your own schedule
Dedicated admin support for transitioning your clients
Opportunity to build including equity ownership in the practice.
About Daumler, Mertz & Associates Private Wealth Management
Welcome to Daumler, Mertz & Associates. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
With a combined 40+ years of 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.
We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
For more information please visit: daumlermertzwealth.ca