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Macquarie Private Wealth has the global backing of one of the world’s largest and most diversified financial companies, access to award winning research, recognized financial strength and quality deal flow.

A move to Macquarie Private Wealth is good for you and good for your clients. Here, you can build your business while you deliver tailored financial solutions and the client focus of an independent investment firm with global scope and perspective.

You have the freedom to practice your way as we have no prescriptive platform or product bias. Unique in the industry, we welcome many diverse business models, and ask only that you serve your clients with the utmost distinction and integrity.

Talk to us about the world of opportunities Macquarie Private Wealth has to offer performance-driven individuals who are committed to providing the finest investment advice.

We are hiring best-in-class Investment Advisors who are interested in joining Macquarie Private Wealth. Contact your local Branch Manager.

For a listing of all other open positions at Macquarie, visit the career centre.

Macquarie Private Wealth ranks as top advisory firm* in Investment Executive Brokerage Report Card 2011

The results are in: our Investment Advisors are very happy with the firm and, to quote one of our advisors who reported anonymously , “The view down the road is that it’s going to do nothing but get better."

Investment Executive Brokerage Report Card (May 2011)

Macquarie looks to bright future

Macquarie’s marketing takes top spot

Macquarie advisors pleased with firm

Macquarie’s diversity efforts show results

Macquarie embraces social media


*Macquarie Private Wealth was ranked #1 among national and regional independents and bank-owned firms in the 2011 Brokerage Report Card in Investment Executive’s May issue.

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
  • Managed Portfolios, 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.

†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.

 

Diversity at Macquarie

Fundamental to Macquarie’s success is the diversity of our people. We have found our management philosophy has universal appeal among staff no matter where in the world they work. The broad range of experiences, skills and views of our people are key strengths and are critical to the diversity of the services we deliver to clients in the communities where we operate.

Top ranking

  
Macquarie earns top rankings in Brokerage Report Card (May 2011) 

  

Click image to view our ad in Investment Executive.

  
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