Loft Wealth Management Group

Here we grow again! 🎉

We’re looking for an Executive Associate to join our team. If you’re highly organized, can manage multiple priorities, and enjoy building relationships, this could be the role for you!

✨ You’ll make a difference by:
➡️ Delivering exceptional service to clients in-person, by phone, and through written communication.
➡️ Supporting advisors – from managing calendars and coordinating meetings to preparing client files and assisting with follow-ups, and so much more.
➡️ Flexing your marketing muscles and assisting with the coordination and ex*****on of marketing initiatives, client communications and events.

✅ Why this role stands out:
➡️ Opportunity to expand responsibilities in client relationship management, marketing coordination and practice operations.
➡️ Part of a positive, professional and collaborative team.
➡️ Competitive compensation and benefits.
➡️ Friday afternoons off.

If you’re ready to learn, grow and help our team operate at its best, we want to hear from you! Apply today: https://bit.ly/4vQxHGB

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⛳ It was a great day for the Fairways to Financial Confidence Golf & Dealer Education Event!

Yesterday was a fantastic day to get out on the course with Financial Horizons at Whistle Bear Golf Club for a fantastic mix of industry education, collaboration, networking, and golf.

Loft was proud to attend alongside industry peers and partners for a day focused on strengthening knowledge, sharing ideas, and building meaningful connections across the financial services community. Reid and Rob were proud to represent our team at this unique event that brought together learning both on and off the course.

Pictured left to right: Paul Westaway, Rob Dewar, Reid Ramseyer, and John McMeans.

Thanks to everyone who helped make the day such a success!