Note: The job is a remote job and is open to candidates in USA. Diligence Gestion de Patrimoine is one of the youngest and fastest-growing advisory teams in the country, seeking motivated individuals to build their own book of business in wealth management. The role involves working closely with experienced advisors, making outbound calls, and developing client relationships while receiving training and mentorship.
Responsibilities
- Make outbound calls to potential clients to book virtual meetings with senior advisors
- Assist in preparing client reports, summaries, and meeting materials
- Participate in client meetings to learn the advisory process
- Develop relationships with prospects and clients to grow your own book of business
- Learn the financial planning and wealth management tools used by top advisors
- Receive ongoing training, mentorship, and guidance from our senior team
Skills
- Motivated and ambitious individuals who want to build their own book of business in wealth management
- Comfortable making cold calls and talking to people
- Interested in finance, investing, and helping others achieve their goals
- Strong communication and interpersonal skills
- Ideally has a degree in Finance, Business, or Economics (an asset, not mandatory)
Benefits
- Access to mentorship from top-performing advisors
- Step-by-step training on client acquisition, planning, and portfolio management
- A clear growth path to becoming an independent advisor with your own clientele
- The opportunity to build your own business within a supportive, fast-growing team
Company Overview
Sous la direction visionnaire de M. It was founded in 2002, and is headquartered in Dorval, Quebec, CAN, with a workforce of 501-1000 employees. Its website is https://en.financierediligence.ca.
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