Private Wealth Management – Associate Consultant (Stoney Creek and Surrounding Area, ON)

As an Associate Consultant, you will be a key member of Larocque Group Private Wealth Management that has been established in the Greater Niagara area for nearly three decades. 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 with a minimum of 5+ years of proven business development and sales experience. You are looking for a next level career opportunity to deepen your financial planning relationships. Drawing on previous experience, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. If you consider yourself a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service, look no further.

Here is a glimpse of your day-to-day:

• Prepare and present financial planning solutions using industry leading Conquest planning software
• Engage in business development and external marketing strategies
• Identify new business opportunities with high net-worth individuals
• Develop new client relationships from external prospecting and servicing existing clients
• Implement practice servicing systems and practice objectives
• Interact with clients daily through incoming client calls, meetings on and offsite and providing information on products, services and strategies

To qualify for this opportunity, you should possess:

• Minimum of 5+ years of proven business development and sales experience ideally in the financial services industry
• Completed MFDA licensing, and willing to obtain LLQP insurance licensing
• 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 bonuses and rewards aligned to business achievement
• Entrepreneurial culture that promises personal growth and development in the high-net-worth market

Larocque and Associates Private Wealth Management

At Larocque Group Private Wealth Management, our mission is to improve peoples lives by helping our clients achieve new heights of financial success so they have the freedom to live their lives their way, both now and in retirement. 

We’re seeking a thoughtful, genuine, entrepreneurial-minded individual who can help us meet our vision to be the most sought-after, trusted, holistic financial planning firm to clients with complex planning needs and their families.  Your time will be devoted to client servicing and external business development efforts.  You will contribute to and publicly represent the practice’s strategic brand.

We are committed to excellence and offer industry-leading training, support, and ongoing development throughout your career.  You will be backed by a team of advanced financial planning experts and a network of wealth, insurance and mortgage specialists.  We offer exceptional income potential, where your earnings are reflective of your efforts.  For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally.

For more information on Larocque Group Private Wealth Management:

Larocque Group Private Wealth Management (mikelarocque.com)