YOUR PATH TO PRIVATE WEALTH ADVISORY

Company: Industrial Alliance Private Wealth
Are you ready to build a career, not just take a job? We’re looking for highly ambitious and entrepreneurial professionals to join our team as a Client Development Associate. This is a rare opportunity to get your foot in the door of the private wealth industry and build a path toward becoming a financial advisor with your own book of business and a stream of year-over-year passive income.
We don’t believe in a traditional corporate path. We believe in providing you with the tools, mentorship, and support to run your own business and manage your own clients. If you have the drive and determination to succeed, we will help you build a profitable, long-term career.

• Connect with high-net-worth individuals and families to understand their financial needs and build relationships.
• Develop a strong network and pipeline of qualified leads through strategic outreach.
• Schedule and coordinate meetings with prospects for further discussion with our senior advisors.
• Work directly with experienced advisors, learning the ins and outs of financial strategies and client management.
• Document all activities and progress using our CRM software.