The wealth management world is changing and this could mean more for everyone.
The old way of doing business is being challenged by a new breed of organizations that grow by equally creating value for others and themselves.
If you’re an entrepreneurial minded individual looking to create a transformative impact in people’s lives, we designed a competitive and scalable business model powered by our proprietary technology. Our technology allows you to improve your future business plus increase revenue sources.
Our team is searching for like minded professionals who possess:
- Excellent consultative skills to build deep client relationships
- The drive to expand wealth management knowledge and diversify revenue streams within the practice you will build
- A sense of pride in a job well done to increase your confidence in the value you create
- Leadership that turns each client into your advocate
- Entrepreneurial mindset that challenges conventional ways of doing business
- Post-secondary education in Finance or Business related studies is an asset
- Demonstrate leadership and a strong self-image, while working both independently as well as in teams
- Success driven with a strong work ethic
- Excellent written and verbal communication skills
- Strong organizational skills
- Applicable licencing/designations will be required by completion of the training program
Join our team and disrupt an industry that hasn’t evolved in decades.