Mackie/Lowe Private Wealth Management is a leading Toronto-based practice with 30 years of experience supporting 225 families, entrepreneurs, professionals, and business owners with complex wealth and planning needs.
As an Associate, you will work closely with a Senior Financial Advisor and their team to deliver comprehensive financial planning solutions across a full range of products and services.
Drawing on your experience in an advisory environment, you will help grow the assets of a well‑established, client‑centric practice. You are a self‑motivated, disciplined professional with an entrepreneurial mindset and a strong passion for business development and exceptional client service.
WHO WE SERVE:
Generational Wealth Planning
We help families build intentional, multi‑generational plans that align wealth with values, simplify complexity, and create long‑term clarity and confidence.
University Faculty
We support University of Toronto pension members in navigating the new universal pension structure—simplifying key decisions and integrating cross‑border tax considerations into coordinated retirement plans.
Finance Professionals
We provide confidential, independent planning for finance professionals, offering holistic analysis of compensation, pensions, equity, and career decisions—free from employer influence.
Your responsibilities will include, but not be limited to:
· Designing and implementing business development strategies to grow current client base
· Leveraging existing client base and developing Centres of Influence to uncover HNW referral opportunities
· Generating new business opportunities through relationships with current clients and Centres of Influence
· Building relationships with new clients either independently or along with the Senior Financial Consultant
· Finding more opportunities to serve current clients
· Gathering data from clients to prepare plan/proposals
· Jointly meeting with clients alongside the Senior Financial Consultant
To qualify for this opportunity, you should possess:
· A Mutual Fund or Securities (RR) license and LLQP certification (or willing to obtain)
· Minimum 3 years of industry experience
· Excellent written and verbal communication skills
· Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point);
· Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face
You should also have the following attributes:
· The ability to connect with, motivate and influence others
· Self-confident but highly coachable with a high level of integrity
· Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
· Desire to work in a successful and dynamic practice where each team member may wear more than one hat
· Desire to learn and be mentored by others
The deadline to apply is Friday, July 10, 2026.
Please submit your resume and CV to:
Denise Fogarty
[email protected]
We thank all applicants for their interest; however, only those selected for further consideration will be contacted.
Work Location: Hybrid remote in Toronto, ON M5L 1E2
Pay: $45,000.00-$75,000.00 per year
Work Location: Hybrid remote in Toronto, ON M5L 1E2
