Private Wealth Management Associate - Marr & Associates, Winnipeg

Marr & Associates Private Wealth Management is looking for a results-driven and detail-oriented individual to support a niche financial planning practice working with High-Net-Worth and Ultra-High-Net-Worth Families; with a key focus on business owners and entrepreneurs. 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 excellence in everything that we do.

Here is a glimpse into a day-in-the-life-of a Business Development – Financial Planning Associate:

Drawing on previous experience in a financial advisory role, you will be responsible for prepare and coordinate financial planning activities for client meetings and subsequently execute strategies with clients post-meeting. This includes working directly with the advisor team, support staff, and clients on a daily basis. We’d love for you to have an entrepreneurial and client-focused mind-set. We know you already inspire your friends and family, and we want you to bring that energy to our practice and our clients. We employ cutting-edge financial planning tools and employ significant resources to provide the highest quality advice and financial planning to our clients. We want excellence for you as you build your career with our team and foster impactful relationships with our clients.

• Prepare presentations and concept pieces for use in implementing financial planning strategies.
• Prepare clients’ financial, tax, estate, and insurance planning items for each client meeting.
• Coordinate information with clients’ tax and legal advisors
• Coordinate more complex financial planning with the IG Advanced Financial Planning Team
• Interact with clients daily through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on recommended products, services and strategies.
• Coordinate and managing support staff to ensure proper execution of recommended strategies, business To qualify for this opportunity, you should possess:

• Minimum of 5 years of financial sales/advisory experience, preferably in a private wealth management environment
• Completed MFDA licensing requirements.
• CFP, CFA, CIM, and CPA Designations each would be considered an asset.
• LLQP certification would be desired (or willing to obtain)
• Strong interpersonal skills and demonstrated ability to communicate complex ideas to a range of clients.
• Sound knowledge of personal and corporate investment management techniques, financial planning, personal and corporate taxation, pension plans, estate planning, and life insurance concepts.
• Demonstrated detailed-oriented work and a desire to achieve excellence.

Benefits

• Compensation range of $70,000 - $120,000+*, and is a combination of salary and bonus based on experience, business achievement, and individual/team goals.
• *Equity and additional compensation available if able to transition existing HNW assets to the business.
• Entrepreneurial culture that promises personal growth and development in the high-net-worth market
• Hybrid-working environment and flexibility in your schedule.
• Opportunity for equity ownership in the practice.