Advisor - Conseiller(ère) | Manulife Wealth

Manulife Wealth; Montreal (administrative region); On-site; CAD 45,000 - 85,000; Full time

Benefits offered by this job

Base salary + commission

Mentorship from seasoned advisors

Structured path toward independence

Access to analytical tools

Special arrangement for experienced-ad

Job summary

Manulife Wealth in Montreal is seeking a self-driven financial professional to grow a client base and collaborate with seasoned advisors. You will actively prospect, join client meetings, and prepare comprehensive financial planning files and reports.

As you progress, you will move toward independently managing your own book of business with mentorship from senior advisors, access to top analytical tools, and a clear path to independence.

Qualifications

• Post-secondary degree in Finance, Economics or Business is asset.
• CSC/CIRO exams are a strong asset.

Responsibilities

• Grow your client base through prospecting and referrals.
• Join client meetings alongside senior advisors.
• Prepare financial planning files and performance reports.
• Progress toward independently managing your own book of business.

Skills

Prospecting

Client meetings

Financial planning

Performance reporting

Independent book management

Education

Finance, Economics or Business degree asset

CSC completed or in progress; CIRO exams asset

Tools

Analytical tools

Job description

Montreal | Full-Time | In-Person | Self-Employed Status | Junior or Experienced

We're growing and looking for our next rising star. If this sounds like you, we'd love to hear from you. No need to tick every box; if you're curious and motivated, reach out. If you have a true entrepreneurial spirit and the desire to learn from seasoned mentors, this opportunity could transform your career.

WHAT YOU'LL DO

• Grow your client base through active prospecting and referrals
• Join client meetings alongside senior advisors
• Prepare financial planning files and performance reports
• Progress toward independently managing your own book of business

WHAT WE OFFER

• Base salary + commission, depending on your experience
• Direct mentorship from seasoned advisors from day one
• A structured path toward independence
• Access to best-in-class analytical tools
• A special arrangement will be put in place for experienced advisors

A MULTIDISCIPLINARY TEAM

You’ll work alongside financial planners (CFP, Pl. Fin.), portfolio managers (CIM and CFA), and other finance professionals.

WHAT WE'RE LOOKING FOR

• Post-secondary degree (Finance, Economics or Business: an asset)
• CSC completed or in progress; CIRO exams (RSE/CIRE): a strong asset
• Comfortable with prospecting, motivated by client relationships, and ethical

EQUAL OPPORTUNITY

We are committed to equal opportunity and encourage all qualified individuals to apply. Accommodations are available upon request at every stage of the selection process.

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