Associate Wealth Advisor Job Description / Posting
MLD Wealth, a growing wealth management firm, is seeking a Wealth Plan Specialist to assist us in our mission
of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our
fast-growing organization!
Become a member of one of the most respected teams in the wealth management industry. MLD Wealth
Management Group was recently named “Team of the Year”, have consistently been members of “The
Presidents Council” (top 30 of 1000 advisors), Nominated for Portfolio Manager of the year by WealthAwards,
and recently a Top40 under 40 by the IIAC in Canada.
Our mission at MLD Wealth is to Provide Peace of Mind to successful business people and their families for
generations to come. If you have a relentless, burning desire to succeed and share our vision, then we would
love to hear from you!
Are you interested in joining the MLD Wealth team? We are seeking a motivated and energetic professional to
assume the role of Relationship Manager/Associate Wealth Advisor in our Calgary, AB office. Join our team of
professionals in a culture that empowers its employees to be an integral part of a unified team, contributing to
the value and success of our organization.
Summary
The Relationship Manager/Associate Wealth Advisor is an integral part of the organization. They will provide
financial planning and relationship management to the firm’s small to mid-size clients. Approximate account size
$500K to $750K. This will allow the Senior Wealth Advisor to focus on the more complex client situations.
Candidate must be high-energy person.
Responsibilities











Provide positive and professional service to the client base assigned
Handle all communication with the client base including phone calls, emails, and meetings
Attend all client meetings and be responsible for all follow-up activities
Build and maintain a relationship with the client base with the main focus on service and operations
Assist in developing annual client review materials
Assist the Senior Wealth Advisor as requested
Interact with the firms operations team on all planning and follow up
Develop and maintain written systems of all activities
Attend all training and information sharing meetings scheduled for the operations team
Maintain all continuing education requirements of a wealth advisor plus required training elements
Attend all firm client events
Knowledge, Skills & Abilities




Excellent interpersonal skills
Excellent communication skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
© MLD Wealth |www.mywealthmanagement.ca
Page 1 of 2






Excellent organizational and time management skills
A burning desire to succeed
Ability to handle multiple tasks and handle stress
CSC, CPH, CFP
Clean compliance history
Bachelor's degree or higher strongly preferred
Helpful



Previous sales experience
CFP®
3 to 5 or more years of investment advisory experience
Benefits
In exchange for your expertise, we offer a base salary, bonus potential, health benefits, and a great working
environment in a professional Calgary office location. This is your chance to play a key role in the continued
success of our company. Our culture is fast-paced, motivational, and focused on healthy living. Smokers need
not apply.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any
other characteristic protected by law.
We offer a great working environment in a beautiful and professional office location. This is your chance to play
a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on
improving our client’s lives.
For more information about our company, please visit our website www.mywealthmanagement.ca
If you’re interested in this opportunity, please send your resume and letter of interest to [email protected]
Given the high demand for this position, we’re only able to contact the most qualified candidates.
© MLD Wealth |www.mywealthmanagement.ca
Page 2 of 2