Junior Investment Advisor

Manulife Wealth; Dorval; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Junior Investment Advisor to join their dynamic team. This entry-level position offers a unique opportunity to kick-start your career in wealth management, providing the necessary training and support to build a successful client portfolio. With a strong focus on business development and client analysis, you'll play a key role in driving growth while working in a collaborative environment. If you're driven and passionate about finance, this role is perfect for you!

Qualifications

• Strong analytical skills to assess clients' financial needs.
• Ability to implement effective business development strategies.

Responsibilities

• Develop new business through cold calling and client outreach.
• Analyze clients' financial needs and prepare financial projections.

Skills

Business Development

Cold Calling

Financial Analysis

Client Management

Education

Bachelor's Degree in Finance or related field

Job description

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We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years, consistently leading across Canada from coast to coast. Our team combines the agility and culture of a small business with the robust support of a leading multinational corporation.

At the heart of our success is our commitment to company culture. We believe that a positive work environment, driven by effective leadership, clear communication, and well-defined processes, is crucial to our ongoing achievements.

About the Job:

Are you eager to kick-start a career in an industry brimming with limitless growth potential and income opportunities? If you are an entrepreneurial, self-driven individual ready to invest the effort required to achieve your goals, we want to hear from you!

Our Investment Advisor Mentoring Program is crafted to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio and thrive as a wealth manager.

Your role as a Junior Investment Advisor will include:

• Business development through cold calling.
• Implementing business development strategies to acquire new clients.
• Analyzing clients' financial needs, objectives, risk tolerance, and investment horizon.
• Assessing clients' financial strengths and weaknesses to identify key success factors.
• Preparing financial projections.

You will join a dynamic team dedicated to supporting each other in achieving and surpassing goals. Your mission will be to build and manage your own wealth management clientele.

If you're a hard-working, motivated entrepreneur with a passion for success, this opportunity is for you! Send us your CV, and we look forward to meeting you.

Senioritiy Level

• Entry level

Employment Type

• Full-time

Job Function

• Finance and Sales

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