RT Mosaic Wealth Management Ltd. is a registered portfolio management firm that takes pride in our client-focused approach. Unlike many other wealth management firms, we do not sell any proprietary investment products.
RT Mosaic started as a result of an in-depth analysis of the current wealth management industry and its practices. The existing financial framework in the industry has many potential conflicts of interest. Many individuals are challenged to understand their own financial situation and frustrated that their entire net worth is not being considered in their overall financial plan.
At RT Mosaic, we are changing how our clients think about their financial position and recognize that everyone has a unique situation, along with distinct personal and financial goals. We work to establish a long-term relationship with each of our clients, while engaging them in the financial planning process. To accomplish this, clients receive discretionary portfolio management in conjunction with comprehensive financial planning throughout the relationship.
For more information, please visit www.rtmosaic.com
POSITION: Portfolio Manager/Associate Portfolio Manager
LOCATION: This opportunity will be located at our office in Calgary.
We are looking to grow our hardworking team. Ideal candidates will want to work with a team of like-minded individuals that built a firm where our clients are our focus and our business is based on trust and unbiased solutions. We are searching for a self-motivated individual looking to build client relationships by providing an unbiased wealth management experience. Our offering includes a complete range of services including Portfolio Management, Financial Planning, Estate Planning, Cash & Debt Management, Tax Planning and Corporate Planning.
An attractive advisor payout that is higher than industry standard. Attractive health benefits are a part of the total compensation.
- Bachelor’s or Master’s Degree in any discipline
- CFP ®, R.F.P. Designation preferred
- CIM®/CFA® Designation
- 8+ years client relationship management
- Commitment to comprehensive financial planning
- Strong work ethic, demonstrated track record of excellence, and ability to achieve results
- Outstanding dedication to client service
- Current investment book of at least $50 million
If this sounds of great interest to you, please apply by November 30, 2019. Applicants should provide a PDF including a resume (or equivalent) and cover letter stating:
- Type of current business (discretionary, commission-based, fee-based, fee-only etc.)
- Investment philosophy
- Financial Planning activities (including use of insurance)
Please send directly to Chris Rawles via email email@example.com. All communication will be held in strict confidence.
We thank all applicants and advise only qualified candidates will be contacted. No telephone inquiries please.