ASSOCIATE PRIVATE WEALTH COUNSELLOR

mercer - Edmonton, AB (30+ days ago)

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Location: Edmonton, Alberta, Canada

Company: Mercer

Job ID R_090077-en
At Mercer, we’re creating a culture where you can bring your authentic self to work. As a part of our team, you will bring your inclusive energy and enthusiasm to colleagues that value you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your beliefs are. Join us and let’s make a difference together.

What can you expect?

Provide comprehensive and customized wealth management solutions
Integrate wealth planning, investment management and financial advice to provide clients with a comprehensive solution for their financial affairs
Provide support by servicing a group of clients as well as assisting in the new client acquisition process

What is in it for you?

Mercer Canada offers competitive employee benefits and a thriving culture to bring your authentic self to work

A company with a strong brand and strong results to match
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
Competitive pay (salary and bonus potential), full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, plans with choices to fit all needs and budgets
Generous Maternity Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will count on you to:
SERVICING & SALES
Preparation, delivery and presentation of comprehensive proposals for investment counsel services to high net worth clients.
Support client requirements for withdrawals, deposits, objectives changes, additional investments, tax management, charitable contributions, etc.
Prepare, maintain, and undertake a client service program designed to assess and meet the needs of a specified group of clients.
Prepare in-depth wealth planning and financial planning reports for all clients. Plans will be prepared using SNAP / Naviplan or some other authorized software.
Develop, update, and maintain a set of standard templates which will be used on a quarterly basis to drive the client update and meeting process.
Facilitate the client acquisition process by preparing and supporting the execution of account opening documentation packages.

What you need to have:
Required to obtain and maintain appropriate registration as an associate portfolio manager and ultimately a portfolio manager (when qualified) with provincial securities commissions.
Maintain appropriate records, notes, and documentation relating to all interactions with prospects, clients, and client advisors.
Must be accessible by clients as required.
Review of quarterly reports prior to distribution.
Travel within and out of province is required from time to time.

What makes you stand out:
Your past experience within the wealth management industry
Your interest in capital markets connects to private wealth management
Your love of Edmonton and your involvement in the community.

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Mercer delivers advice and technology-driven solutions that help organizations meet the ever-evolving needs of a rapidly changing workforce. Mercer’s more than 23,000 employees are based in 44 countries and the firm operates in over 130 countries.

Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With 75,000 colleagues and annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. Marsh & McLennan Companies is also the parent company of Marsh,which advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions;Guy Carpenter, which develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities; and Oliver Wyman, which serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit www.mercer.com. Follow Mercer on Twitter @Mercer.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Mercer will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or a medical need, feel free to contact Lisa Hill at (416) 346-4857 or lisa.hill@mmc.com