Private Wealth Management Associate Advisor - Toronto, ON

Loreto Ryder & Associates is a leading Toronto based Private Wealth Management practice. We provide a full range of financial products and services to more than 500 families*, entrepreneurs, professionals and business owners in the Toronto and surrounding areas.  We have been in practice for 27 years.

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 OPPORTUNITY:

• Long term succession planning opportunity with Loreto Ryder & Associates with a strong reputation for outstanding service; with client engagement scores to back this up.
• Private Wealth Management Team by brand 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 team; and
• Opportunity to build and be rewarded for your own equity.

 SPECIFICALLY YOU WILL

• Support all business development and marketing activities and strategies;
• Identify new business opportunities within the young professionals and entrepreneurs market and build relationships with the next generations of our client family groups.
• Prepare presentations and concept pieces for use in implementing financial planning strategies;
• Develop new client relationships from external prospecting and introduction generated from centres of influence;
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
• Review client accounts, execute trade orders, maintain account lists, track client documentation, 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 and 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 work-life balance to help with your young family while building a long term, successful career.  Or to provide you with a lifestyle to enjoy your downtime to pursue other passions.

CONTACT US

Please email your resume to yvonne.taylor2@ig.ca.

We are moving to Bay and King for early 2021, to a client-centric, modern and technology-friendly office, you will be proud to be apart of.

We thank all applicants, however, only those under consideration will be contacted.