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Join our team

Forward thinkers: Consider an advisory career at Macquarie Private Wealth.

Macquarie Private Wealth recruits talented investment professionals and provides opportunities for growth, advancement and flexibility in a culture that values creativity and innovation and rewards merit.

We are a pre-eminent global provider of investment advisory and financial services with offices that extend across Canada and around the world. We encourage you to be a part of this success and offer you the freedom to build your business and serve your clients in your own distinct style.

Our people are rewarded for the opportunities they create, the contributions they make and the value they add for clients, customers and shareholders. They are enriched by ongoing training and development that hones their talent in a fast-paced, high-energy, world-class firm that is legendary for its years of successive growth and profits.

We always welcome forward thinking investment professionals with talent and performance drive.

If you’re interested in furthering your career at Macquarie Private Wealth, contact Earl Evans, President.
 

The top five reasons you can serve your clients
better at Macquarie Private Wealth

1. The freedom to serve your clients your way.

At Macquarie, you won’t find any pressure to offer certain products or services. Nor do we expect you to conform to a particular business model. All you will find here is the freedom and support you need to meet and exceed your clients’ needs. That’s the one thing we demand of all our advisors — a focus on placing their clients’ needs first. Your clients deserve unbiased financial advice and customized solutions: you deserve a company that allows you to provide them.

2. Substantial resources to help you build your business.

At this point in your career, we trust you know which business model best suits you and your clients. Whether you focus on wealth management, wealth creation, or a combination of the two, we have the resources you need to succeed:

• Access to award-winning research
• Public venture capital participation
• Capital markets deal flow through Macquarie Capital Markets Canada Ltd.
• FASTDesk daily market commentary and sales ideas
• Signet, our leading-edge discretionary portfolio management program
• In-house fixed income expertise
• Open architecture separately managed accounts platform
• Insurance^† platform with estate planning support

In-house branding and communications specialists at Macquarie Integrated Marketing are dedicated to helping you grow your business through marketing activities such as direct mail campaigns; media appearances; brochure, website and collateral creation; and innovative client appreciation events.

3. Strong, global corporate backing.

As part of the Macquarie Group Limited, we are in an enviable position in the industry: we can offer our advisors the resources and stability of one of the world’s largest and most diverse financial companies while maintaining our independent, entrepreneurial culture. Macquarie Private Wealth truly combines the best of both worlds, blending the flexibility and idea sharing of an investment boutique with the backing and benefits of a global force. At Macquarie Private Wealth, we focus on possibilities and opportunities to give you the best outcome possible.

4. Our culture rewards excellence.

At Macquarie Private Wealth, Investment Advisors are compensated for their level of business, not the products they recommend. We use a simple, unbiased compensation model for all advisors that includes a full benefits program. As well, we offer a competitive transition package customized to recognize the value that each Investment Advisor brings to the firm.

5. It’s easy and cost-effective to transfer here.

We understand that transitioning from one firm to another is difficult. Accordingly, we do everything we can to make the move simpler for you and your clients. To help you financially, we offer forgivable loans, bonus payments on achievement of AUM and production targets, credit to cover transfer fees, and a guaranteed payout during transition.

On the administrative side, our SWAT team dedicates themselves to handling all aspects of your transition. We create personalized client packages to make it easier for you to get in touch with your clients quickly and we will waive their RRSP fees for the first year to give them that added incentive to join you.

On the topic of transition, Macquarie Private Wealth’s Professional Retirement Option (PRO) Plan will interest those nearing the close of their career. With our PRO Plan, we will help you fully realize the value of what you have built through deal brokering and financing support services. You’ve worked hard to build your business: we’ll do our best to help you get the fair market price you deserve.

Transform your practice

Join Macquarie Private Wealth and allow yourself and your clients to benefit from our boutique-like culture and the backing of a strong and stable global organization. Whether you focus on wealth creation or wealth management, Macquarie Private Wealth will give you the support and flexibility you need to implement your investment ideas and transform your practice.
 

^† Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.