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Role Overview

Build and grow your client portfolio with guidance and support from the firm
Meet with clients to discuss their financial, tax, and wealth objectives
Analyze clients' needs and constraints to develop tailored wealth strategies
Select and implement investment solutions
Monitor, support, retain clients and optimize solutions

Requirements

With or without experience in investment advisory (we provide comprehensive training, support, and coaching)
You have an 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 develop 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
A close, attentive, adaptable, and supportive environment to help you succeed
Attractive, performance-based compensation

Maestria Conseil

Open Positions (1)

Management

Wealth Advisor – Manager, Wealth Creation & Growth