Financial Advisor Mentorship & Inside Sales Program

Manulife Wealth; Halifax; On-site; CAD 50,000 - 80,000; Full time

Job summary

Join a leading company in the wealth management industry as an Independent Financial Advisor. This role focuses on building client relationships and offers mentorship to thrive in a rewarding career path. You'll receive comprehensive training in financial advisory practices, licensing support, and the opportunity to grow a business aligned with your personal goals. Ideal for motivated individuals eager to succeed in a results-driven environment.

Benefits

One-on-one mentorship from industry leaders

Licensing support for CSC and CPH

Long-term potential for financial freedom

Tools and systems to help build your business

Qualifications

• Bilingual in French and English required.
• Strong interpersonal skills and confident communicator.
• Experience in high-pressure sales environment preferred.

Responsibilities

• Make outbound calls to schedule appointments with prospective clients.
• Develop and execute targeted marketing and lead generation campaigns.
• Assist in developing personalized retirement and wealth strategies.

Skills

Bilingual in French and English

Interpersonal skills

Sales environment experience

Cold calling comfort

Entrepreneurial mindset

Education

Bachelor’s degree or relevant business experience

Tools

Microsoft Office

Job description

Job Type : Full-Time

Job Overview

We’re a leading team in the wealth management industry specializing in serving high-net-worth individuals, families, and business owners. From portfolio management to retirement planning and estate strategies, we provide comprehensive, personalized financial advice.

This opportunity is ideal for entrepreneurial, self-motivated individuals who want to build a client base and grow into an independent financial advisor. You’ll be trained and mentored by seasoned, top-performing advisors, giving you firsthand exposure to what it takes to succeed in the wealth management industry. This role is a core part of our growth strategy, focusing heavily on outbound prospecting, client acquisition, and long-term relationship building.

Role Responsibilities

• Make outbound calls to schedule appointments with prospective clients
• Research and identify qualified prospects using CRM and lead tools
• Develop and execute targeted marketing and lead generation campaigns
• Assist in developing personalized retirement, tax, and wealth strategies for clients
• Work closely with an experienced Investment Advisor to support business development and client service
• Build strong, lasting relationships with successful individuals, families, and business owners
• Participate in all aspects of client planning : retirement strategies, tax efficiency, portfolio design, and intergenerational wealth transfer

You won’t be doing this alone. You’ll be supported by an exceptional mentorship program designed to accelerate your learning and success. You’ll shadow top advisors, gain technical knowledge, and learn how to build a successful practice from the ground up. You’ll also receive support for obtaining your CSC and CPH licenses as you grow into an independent financial advisor.

We are deeply committed to your long-term growth—and we’ll make sure you’re prepared, confident, and equipped to thrive in this career.

The Commitment Behind the Opportunity

The role involves a high volume of outbound prospecting, including cold calling, which requires persistence, resilience, and a strong work ethic. While this aspect of the role can be demanding, it is a critical part of developing a successful advisory practice.

Those who are proactive, goal-oriented, and willing to commit to the process will find the position both professionally and financially rewarding. The financial services industry offers substantial long-term income potential and career flexibility for those who demonstrate dedication and performance.

The position offers you flexibility, autonomy, and an opportunity to build a business that reflects your personal goals and work ethic.

If you thrive in a results-driven environment, love building relationships, and want to enter a highly rewarding career path with endless potential—this could be the perfect opportunity.

What You’ll Gain

• The opportunity to build a business that fits your lifestyle and unique skill set, with flexibility for customizing solutions just as the client needs them.
• One-on-one mentorship from industry leaders
• Licensing support for CSC and CPH
• Exposure to high-net-worth clients early in your career
• Tools, systems, and coaching to help you build your own business
• An entrepreneurial, high-performance culture where your efforts are rewarded
• Long-term potential for financial freedom and career autonomy

Skills & Qualifications

• Bilingual in French and English (required)
• Confident communicator with strong interpersonal skills
• Self-motivated and goal-oriented—especially in a sales environment
• Comfortable with cold calling and client outreach
• Entrepreneurial mindset and a genuine passion for financial services
• Proficient in Microsoft Office (Excel, Outlook, PowerPoint, Word)
• Bachelor’s degree or relevant business experience preferred

Next Steps

Does this sound like something you’d be excited to pursue? If so, we’d love to connect.

Submit your resume, and we’ll schedule a virtual meeting with a senior advisor to explore the opportunity in more detail.