Rejoindre l'équipe de Maestria Conseil comme Conseiller(e)/futur Manager pour développer le patrimoine des clients. Aider à l'atteinte d'objectifs financiers et patrimoniaux dans un environnement stimulant.
Responsibilities
Build and grow your client portfolio with the guidance and support of the firm
Meet with clients to discuss their financial, tax and wealth-planning objectives
Analyze clients' needs and constraints to develop tailored wealth strategies
Select and implement investment solutions
Monitor, support and retain clients while optimizing solutions
Requirements
With or without experience in investment advisory (we provide full training, support and coaching)
Interest in financial and real estate products
Excellent communication skills and the ability to build strong client relationships
Ability to work independently and as part of a team
Effectively manage and grow your client portfolio and source new clients
Benefits
Independent firm since 2001 and partner of leading premium groups in their fields
Comprehensive training, support and coaching
Our experience and expertise to guide you
Close collaboration, attentive support, adaptability and a supportive culture to help you succeed
Attractive performance-based compensation
Job title
Advisor, Future Manager – Wealth Creation and Maximization
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