Wealth Management Advisor

at  MAC LLP

MAC LLP is a full-service public accounting firm in Waterloo Region that has been in business for over 30 years. We deliver services to a wide range of clients including owner-managed businesses, not-for-profit organizations, charities, social housing, and individuals, and pride ourselves on our ability to do so in a way that is both professional and personable.
We are looking to add another Wealth Management Advisor to join the MAC Financial Services team in its continued growth and success, providing high calibre service to our clients in a way that is both professional and customized. The successful candidate will work in partnership with the TriCert Financial Group to educate and provide wealth management support and service that is accessible and insightful in a way that inspires long-term relationships and fosters loyalty.

QUALIFICATIONS

• CFP, QAFP, CFA or CIM designation required
• Post-secondary education, preferably in commerce, business or economics
• 3-5 years’ experience in the financial services industry preferred
• Experience working as an Associate Advising Representative a major asset
• Computer software knowledge – Word, Excel, financial planning software, client relationship management
• Great communication skills and a client-centric professional attitude required