Marketing and Events Associate

Marketing & Events Associate

Location: This position will be located in our Toronto office (10 Alcorn - Rosedale Office).

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

• Investment Executive 2024 Brokerage Report Card.

The Team:

The Rosedale Family Office (RFO) is a fast-growing, high-performing team that provides exciting opportunities to work with and learn about different sectors of wealth management. The team thrives by operating within a relationship-driven environment with an emphasis on being supportive and collaborative with team members and clients alike.

We are incredibly proud of our dynamic culture at RFO – we come to the office energized each day to align as a team. Our office is built to support this collaboration with benefits including weekly happy hours, team events, and much more!

The opportunity:

The Rosedale Family Office (RFO) is looking for a dynamic, team-oriented, and experienced Marketing & Events Associate to join our team. Reporting to the Senior Wealth Advisors and supporting the Rosedale Family Office team, the Marketing & Events Associate will lead all efforts related to marketing, social media, communications, and events across the practice.

The Marketing & Events Associate will work day-to-day with the team to create marketing strategies and collateral, drive social media engagement with existing and prospective clients, creative initiatives, and event creation & management, ensuring all initiatives and activities follow governing regulations, internal policies, and procedures.

Key responsibilities include:

• Developing marketing strategies to deepen the breadth and depth of RFO brand recognition and messaging, through new and existing channels (e.g. podcasts, webinars, speaking engagements, etc.).
• Adapting best practices, with a digital-first mindset, finding ways to advance the team’s marketing efforts and deliver results.
• Monitoring and tracking performance of marketing campaigns, working with the team to manage priorities and competing demands.
• Deepening recognition of RFO within Toronto, specifically with UHNW households.
• Leveraging brand opportunities across various media and charitable relationships, ensuring alignment with core values/messaging.
• Ensuring brand styling oversight is applied across initiatives to both protect the brand and raise awareness, while driving support and inclusion of our value proposition.
• Ensuring that marketing activities are conducted in compliance with governing regulations (CIRO), internal policies, style guidelines, and procedures.
• Developing and leveraging key relationships across corporate partners, including Advisor Marketing, Regional Management, Marketing Compliance, Technology, and external vendors.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor's degree or diploma, preferably in marketing, communications, or business administration.
• A minimum of 2 years’ experience in marketing.
• Experience in the wealth management industry, working with investment advisors.
• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is considered an asset.
• Proficiency with the MS Office suite and Adobe Pro.
• Experience working with LinkedIn and other marketing and social media platforms (e.g. Salesforce, Mailchimp, Canva, etc.)
• Solid understanding of the investment advisory industry and associated compliance regulations and requirements.
• Effectively works autonomously, independently, and with a strong ability to meet deadlines.
• Strong project management skills with the ability to take initiative to ensure successful outcomes.
• Strong writing skills, experience in creative writing.
• Solid knowledge of creative studio design and production processes.
• Sound knowledge of marketing disciplines with experience in marketing planning, communications, and branding.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• An ability to maintain the highest levels of confidentiality.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter, and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.

Education

• Bachelor's degree or better in Marketing or related field