Hybrid Private Wealth Consultant

Posted last week

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About the role

  • Build and maintain a strong referral network with internal partners and external advisors
  • Lead prospect meetings, contributing to needs analysis, solution design and proposal development
  • Collaborate on the development and delivery of client pitches and presentations
  • Demonstrate a deep understanding of a HNW private wealth offering, including financial planning and investment solutions
  • Organize and lead roadshows and webinars to educate on MPW's value proposition
  • Attend client and industry events to build relationships with prospects and referring partners
  • Deliver a high-quality client experience from initial engagement through onboarding
  • Participate in the company’s growth initiatives and strategic projects that expand market reach

Requirements

  • A minimum of 5 years of experience specifically in a business development role within wealth management
  • Undergraduate degree in commerce, finance or equivalent
  • CFP, CFA or Chartered Investment Manager (CIM) designation considered an asset
  • Proven track record in business development, client acquisition or relationship management
  • Experience with CRM platforms, such as Salesforce, an asset
  • Strong communication, presentation and interpersonal skills
  • Deep understanding of wealth management products and solutions
  • Highly capable of adapting approach to what is best for each situation.

Benefits

  • Health, dental, mental health, vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension and a global share ownership plan with employer matching)
  • Paid time off (holidays, vacation, personal, sick days, and statutory leaves)

Job title

Private Wealth Consultant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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