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.
We were proud to receive an extraordinary Investment Executive overall ranking of 9.4 by our advisors and an impressive 8.6 overall average across all categories.
As CEO Earl Evans says, “The No. 1 thing that can be a firm’s biggest strength or weakness is communication.” Our National Marketing team won the top industry ranking for both marketing support to our advisors and consumer advertising across all boutiques, regional independents, national independents and bank-owned firms.
Clearly, we are doing a solid job of keeping our advisors informed. They appreciate communication from management at all levels and the road shows we hold every three months to present corporate changes. Even when a road show isn’t in town, Macquarie advisors feel connected. Our CEO, Earl Evans, holds a conference call every week. Our risk management group sends tips via email to keep them well informed.
Communicating frequently and on a national scale will continue to be a priority for us. We have held two national conferences in 2010 and 2011 and we have plans to hold another in 2012.
Macquarie Private Wealth leads the pack in our adoption of social media. We established an in-house social media committee in January 2011 and believe technology plays a huge part in our business. As Investment Executive wrote in the Brokerage Report Card issue, “Macquarie has developed what many in the financial services industry consider to be the gold standard for social media platforms. The firm has developed a one-stop hub on which an advisor can choose pre-approved links to news items that can be disseminated to clients via the advisor’s social media page.” This prevents our advisors from having to go through ten compliance officers, allowing them to inform their clients and generate buzz for events.
One of our advisors stated in the report, “This firm has uncompromising ethics. Our culture is compliance-driven and not sales-driven. Macquarie takes the toughest standards around the world and creates a general policy that is stricter than any one country’s policies.”
Our advisors appreciate that we have policies in place to ensure producing branch managers put the needs of advisors before their own. Branch managers are prohibited from taking new leads into the office, taking over the book of a retiring advisor, and allocating portions of initial public offerings. Says CEO Earl Evans, “That would be like putting Dracula in charge of a blood bank.”
Our improvements in retirement-related categories received positive feedback. There is great support in the form of research materials and a Q&A hotline.
Read the full report: Investment Executive Brokerage Report Card 2012
Macquarie Private Wealth’s leadership in the field of digital engagement is recognized across the industry. Our firm was honoured as one of Information Week’s Social Business Leaders 2013 – placing eighth among 10 companies pushing their business forward by engaging stakeholders with social media tools.
Our advisors have also spoken, ranking our focus on social media the highest among national and regional independents and bank-owned firms in the 2013 Investment Executive Brokerage Report Card.
Macquarie’s flagship social media marketing and prospecting program offers select Investment Advisors access to online channels to build stronger client relationships and prospect for new accounts. It facilitates moderated access to Twitter, LinkedIn and other social sites, and includes expert coaching on how to use these technologies for greatest impact.
MPW practitioners also have the ability to maintain blogs on their individual corporate web page, enabling them to connect with clients and prospects with regular insights on a range of financial matters. And when it comes to disseminating Macquarie’s thought leadership and timely publications, our trackable email software will tailor, measure and refine how you reach your most important audiences.
Macquarie’s bold steps to embrace the communications tools of the future, combined with our respect for risk management and adherence to regulatory requirements, has made our social media and marketing program the benchmark in Canada.
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.
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.
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.