About the Role
Our boutique wealth management firm, in high-growth mode, is seeking an experienced and versatile Marketing Specialist to develop and execute key marketing and growth initiatives. This is a multi-faceted role for an energetic professional who will thrive contributing to the build out of the capabilities necessary to fire up strategic growth.
The Marketing Specialist plays a key role in our growth ambitions including shaping our brand presence, deepening client engagement, demand generation, and equipping our team of experts with relevant tools, resources and client insights. The ideal candidate is a strong communicator, a self-driven, with an analytical curiosity foundation.
Key Responsibilities may include one or more of the following areas:
Marketing Strategy & Brand Management
- Serve as a key contributor to the annual marketing plan aligned with firm growth objectives.
- Manage the consistency of the firm's brand across all channels and marketing mediums.
Digital Marketing & Content
- Oversee the firm's website and digital presence
- Plan and manage marketing programs including newsletters, invitations and market commentaries.
- Develop and manage a content including the thought leadership for client-facing pieces.
Social Media & Video Content
- Produce and coordinate short-form video content for social media and the firm's website
- Script and coordinate the filming/editing of video content, for internal/external strategic partners.
- Manage the firm's social media presence across LinkedIn and other relevant platforms
Client Analytics and Business Intelligence
- Analyze client data and assets under management trends to inform marketing precision and drive advisor productivity.
- Track and report on various metrics, including share of wallet and client satisfaction
- Understand the competitive landscape to identify relative positioning/differentiation opportunities.
Events & Community Engagement
- Contribute to the execution of events (digital/in-person) for clients, potential ideal clients and strategic partners.
- Support the firm's participation in industry conferences and speaking engagements.
Qualifications & Experience
- Post-secondary education in Marketing, Business Administration or a related field.
- 5+ years of marketing experience, with at least 2 years in financial services, wealth management, or a related professional services environment.
- Experience producing social media and video content including basic videography, photography, lighting, and video editing for digital marketing and communications initiatives.
- Proficiency with Adobe Creative Suite (InDesign, Illustrator, Premiere Pro)
- Demonstrated experience with client analytics and marketing data analysis using CRM platforms and analytical tools (e.g., Salesforce, Redtail, Active Campaign).
- Strong working knowledge of digital marketing channels including SEO, email and social media.
- Exceptional written and verbal communication skills, with the ability to translate complex concepts into accessible, engaging language.
- High attention to detail and a commitment to accuracy in a compliance-sensitive environment.
- Knowledge of CIRO, MFDA or equivalent regulatory marketing compliance requirements.
- Experience with business intelligence tools such as Power BI, Tableau, or Looker.
Core Competencies
Communication and Collaboration
Strong interpersonal skills, to work cross-functionally with advisors, operations and compliance to bring campaigns to life.
Client-Centric
Strong understanding of client (ideally higher net worth) needs, motivations, and communication preferences.
Accountability & Initiative
Self-directed and results-oriented, with a bias for action and continuous improvement.
Analytical Data-driven Mindset
Comfortable with data, dashboards, and translating numbers into narratives.
Creativity & Content
Strong creative instincts for storytelling, visual presentation, and video content.
Strategic Thinking
Ability to connect marketing activity to business outcomes and client value.
What We Offer
- A collaborative, values-driven team culture focused on long-term client relationships and integrity.
- The opportunity to play a key role in shaping the growth and reputation of an established, trusted wealth management practice.
- Competitive base salary commensurate with experience, annual performance-based incentives and a benefits package including Health Spending Plan.
- Support for on-going professional development, career pathing and learning including relevant industry courses, designations, training and conferences.
- Hybrid work arrangement after initial on-boarding period.
- The opportunity to play a meaningful role in shaping the growth and reputation of an established, trusted wealth management practice.
- Access to in-house products and services at employee rates
About WSI?
Wealth Stewards Inc. is a boutique Canadian-based wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals.
WSI, together with its subsidiaries (Portfolio Stewards Inc and Estate Stewards Inc), offer comprehensive wealth management services with the aim of harmonizing the advice and interconnected services provided by our clients’ legal, tax, investment and risk management advisors into an optimal streamlined solution.
Our service offerings include comprehensive financial planning, risk management, estate planning, tax strategies, retirement planning and investment management.
WSI is committed to equity, diversity, and inclusion in our hiring practices. We welcome applications from all qualified individuals.
Job Types: Full-time, Permanent
Pay: $70,000.00-$80,000.00 per year
Benefits:
- Paid time off
- Work from home
Education:
- Bachelor's Degree (required)
Experience:
- Marketing: 4 years (required)
Work Location: Hybrid remote in Etobicoke, ON M9B 6H7
