Senior Private Wealth Advisor

Macquarie Bank Limited; Southwestern Ontario; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A global financial services group is seeking a Senior Private Wealth Adviser in Southwestern Ontario to deliver bespoke investment advice and cultivate relationships with high-net-worth clients. The role involves mentoring junior advisers and ensuring compliance with financial advice standards. Employees enjoy benefits like flexible working arrangements, parental leave, and professional development opportunities.

Benefits

Wellbeing leave

Paid parental leave

Learning and development opportunities

Volunteer leave

Qualifications

• Proven track record of delivering compliant tailored financial advice.
• Ability to attract and retain high-net-worth clients.
• Mentoring skills for junior advisers.

Responsibilities

• Deliver bespoke investment and strategic advice.
• Build networks to promote Macquarie Private Bank.
• Ensure client experiences are exceptional and seamless.

Skills

Strong leadership skills

Collaborative mindset

Exceptional presentation skills

Relationship building

Education

Completion of FASEA requirements

Job description

Where will a career at Macquarie take you?

Business Development & Sales, Wealth Management

We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

Through your experience and expertise you will deliver bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience. You will also oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.

As a Senior Private Wealth Adviser, you will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote Macquarie Private Bank and onboard new clients.

In this role you will have the opportunity to mentor junior advisers, sharing your expertise and fostering their professional growth. Additionally, you will contribute to initiatives that drive innovation and reinforce Macquarie Private Bank’s position as Australia’s leading investment-focused private bank.

Responsibilities and Requirements

• Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
• A proven track record of delivering compliant and tailored financial and investment advice.
• Strong leadership skills and a collaborative mindset, with a passion for mentoring others.
• Exceptional presentation skills, both in personal interactions and deliverables.
• The ability to build trusted, long-term relationships with clients.
• Existing relationships or the ability to cultivate networks that bring new clients to Macquarie Private Bank.

What we offer

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.