Junior Investment Advisor

Manulife Wealth; Montreal; Sur place; CAD 70 000 - 120 000; Plein temps

Résumé du poste

Manulife Wealth in Montreal is seeking ambitious individuals to join a structured mentorship program within our wealth management team. You’ll learn from successful advisors, develop client relationships, and contribute to retirement and wealth planning strategies.

Highlights include an opportunity to build your own practice with support from a dedicated team, licensing assistance (CIRE, RSE), and a career path focused on growth, earnings potential, and professional development.

Qualifications

• Confident communicator with strong relationship-building skills.
• Self-motivated, persistent, and comfortable with outreach.
• Bachelor’s degree or relevant business experience preferred.

Responsabilités

• Proactively reach out to potential clients and schedule meaningful conversations.
• Research and identify new opportunities using advanced tools and systems.
• Collaborate with senior advisors on tailored strategies for retirement, tax, and wealth planning.
• Contribute to business development and client service initiatives.
• Participate in all aspects of client planning, from investment design to intergenerational wealth transfer.
• Build a personal practice, supported by a team that wants you to succeed.

Connaissances

Relationship-building

Communicator

Self-motivated

Outreach

Microsoft Office

Entrepreneurial mindset

Formation

Bachelor’s degree or relevant business experience

Outils

Microsoft Office Suite

Description du poste

We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and legacy planning.

The Opportunity

Are you ambitious, curious, and eager to build your future? This is more than a job. It’s the foundation for a career with unlimited growth and earning potential.

While we’ll teach you the technical side of financial planning and portfolio management, we’re looking for sales driven individuals who excel at building relationships and have a genuine passion for wealth and retirement planning.

Through a structured mentorship program, you’ll work alongside successful advisors, gaining the skills to build trust, foster lasting client relationships, and make a meaningful impact.

What You’ll Do

• Proactively reach out to potential clients and schedule meaningful conversations
• Research and identify new opportunities using advanced tools and systems
• Collaborate with senior advisors on tailored strategies for retirement, tax, and wealth planning
• Contribute to business development and client service initiatives
• Participate in all aspects of client planning, from investment design to intergenerational wealth transfer
• Build a personal practice, supported by a team that wants you to succeed

Professional Growth

We believe in learning by doing, supported every step of the way. You’ll shadow top advisors, receive one-on-one coaching, and get hands‑on experience. We’ll also support your licensing journey (CIRE, RSE), ensuring you’re fully equipped to become an independent advisor when you’re ready.

What Sets This Opportunity Apart

• No Limits: Your income and career trajectory are determined by your effort and ambition. There is no ceiling here.
• Selective Environment: We are highly selective. We seek individuals who are serious about building a career, not just finding a job.
• Entrepreneurial Culture: Autonomy, flexibility, and the ability to build something that reflects your personal vision.
• Meaningful Impact: Work with high-net-worth clients and make a tangible difference in their lives.

What We’re Looking For

• Confident communicator with strong relationship-building skills
• Self-motivated, persistent, and comfortable with outreach
• Entrepreneurial mindset and genuine interest in financial services
• Proficient with Microsoft Office Suite
• Bachelor’s degree or relevant business experience preferred
• This is a Montreal-based, on‑site position

Compensation

Compensation for this role includes a commission component, reflecting the importance of results and client growth in your journey. We’re looking for candidates who are comfortable with a pay structure that rewards performance and initiative, with your earnings directly reflecting the value you create for clients and the firm. The real value of this position lies in the mentorship, professional development, and the opportunity to work with a team that truly supports your long‑term success

Ready to Take the Next Step?

Your future in wealth management starts here.