Investment Advisor

Manulife Wealth (Saint-Leonard Branch); Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

Manulife Wealth (Saint-Léonard) recherche un Investment Advisor motivé, curieux et entrepreneurial. Vous apprendrez le métier de la gestion de patrimoine en rencontrant des clients, en concevant des stratégies d'investissement et en développant votre réseau. Une belle opportunité pour démarrer une carrière enrichissante dans le domaine financier avec un fort accompagnement.

Qualifications

• Cherche à construire quelque chose à long terme.
• Être entrepreneurial et motivé.

Responsibilities

• Rencontrer des clients et comprendre leurs objectifs.
• Aider à concevoir des stratégies d'investissement, fiscales et successorales.
• Développer son propre réseau et relations.

Skills

Communication

Relationnel

Volonté d'apprendre

Education

Formation en affaires, finance, ou ventes

Job description

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We’re looking for someone entrepreneurial, curious, and motivated to break into the wealth management industry.

At Manulife Wealth – Saint-Léonard, we help clients grow and protect their wealth through personalized strategies — investments, tax strategies, retirement, estate considerations, and more.

This is a great opportunity for someone who wants to learn the business from the ground up, with mentorship, support, and the right tools..

What you’ll be doing:

Meeting clients and understanding their goals

Helping design investment, tax, and estate strategies

Growing your own network and relationships

What we’re looking for:

Strong communicator & relationship builder

Hungry to learn and grow

Background in business, finance, or sales is a bonus

• Someone who wants to build something long-term

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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