Junior Advisor

Manulife Wealth; Montreal; On-site; CAD 27,000 - 47,000; Full time

Benefits offered by this job

Mentored career development

Licensing & designation support

Job summary

Manulife Wealth is seeking a motivated Junior Advisor to work closely with a Senior Investment Advisor in Montreal, helping to build a new practice from the ground up.

You will receive mentored development, licensing support, and structured training as you learn client acquisition, wealth planning, and relationship management. The role emphasizes growth, accountability, and a long-term career path in wealth management.

Qualifications

• Bachelor's degree in business or finance.
• Strong communication and willingness to learn wealth management.
• Ability to prospect and develop client relationships with mentorship.

Responsibilities

• Develop fundamentals in compliance and client service.
• Prospect and generate opportunities through outreach.
• Qualify prospects, schedule meetings, support existing clients.
• Shadow client meetings to learn trust-building.
• Build financial projections, retirement plans, and portfolio strategies.
• Understand how tax and estate planning integrate with wealth management.
• Gradually assume responsibility for clients you originate.

Skills

Prospecting & outreach

Compliance knowledge

Client service

Communication skills

Financial planning basics

Education

Bachelor's degree in business or finance

Tools

CRM (Salesforce)

Financial planning software

Job description

I'm a Senior Investment Advisor building a wealth management practice serving professionals, business owners, and families with increasingly sophisticated financial needs. I'm hiring a Junior Advisor to work directly alongside me — not to fill a seat, but to build a career.

This is a mentored, career-development role. You will not inherit a book of business or take over pre-established client relationships. You will build your own practice from the ground up, learning what works from someone who has done exactly that.

What you'll do

Your development starts with the fundamentals and grows with your readiness:

• Master compliance requirements and client service standards
• Prospect and generate opportunities through cold calling and proactive outreach
• Qualify prospects, schedule meetings, and support existing client relationships
• Shadow real client and prospect meetings to see how trust is earned
• Build financial projections, retirement plans, and portfolio strategies
• Learn how tax and estate considerations integrate with wealth management
• Gradually assume responsibility for clients you help originate and develop

What you'll get from me

I built my practice from scratch, so I know the rejection, uncertainty, and learning curve firsthand — and I've refined what actually works. You will work directly with me, observe real conversations, and learn how key decisions get made. Expect guidance, candid feedback, and increasing responsibility as you demonstrate readiness.

Full support is provided for licensing and professional designations.

Who thrives here

• You're highly driven, coachable, and genuinely curious about wealth management
• You can handle rejection and keep pushing forward
• You think in years, not months, and are more focused on building something of your own than on immediate comfort
• You have strong communication skills and are willing to step outside your comfort zone
• Bachelor's degree or relevant business/sales experience preferred; deep investment knowledge is not required from day one

Compensation

The role includes a modest, fixed stipend during the initial development period. You should be financially prepared for a lean early stage. Over time, compensation increasingly reflects the clients you originate, the relationships you help manage, and the responsibility you take on.