Junior Wealth Management Advisor

Manulife Wealth; Montreal (administrative region); Remote; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive mentorship and training

Flexible and entrepreneurial work environment

Performance-based compensation with no income ceiling

Job summary

A leading wealth management firm in Canada is seeking a Junior Wealth Management Advisor to build a personal client base while receiving mentorship and support. This opportunity allows ambitious professionals to transition from a corporate setting to an entrepreneurial environment, fostering growth and meaningful client relationships. Responsibilities include developing financial strategies and analyzing market trends, with performance-based compensation. This role appeals to individuals looking for a fulfilling career in the wealth management industry.

Qualifications

• Bachelor's degree in Commerce, Engineering, or a relevant university-level degree is preferred.

Responsibilities

• Develop and grow your client base through prospecting, referrals, and community engagement.
• Build tailored financial strategies that align with each client’s goals.
• Conduct portfolio reviews and provide ongoing guidance.
• Analyze market trends and investment opportunities.
• Collaborate with senior advisors and product specialists.

Skills

Prospecting

Relationship building

Financial planning

Portfolio reviews

Market analysis

Education

Bachelor's degree in Commerce

Bachelor's degree in Engineering

Any other university-level degree

Job description

At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies.

As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized approach of a boutique advisory firm.

Our mission is to help clients achieve financial clarity and long-term success through disciplined planning, transparent advice, and strategic investment management. We operate with integrity, professionalism, and a deep commitment to excellence — values that guide everything we do for our clients and our advisors alike.

About the Role

If you are passionate about finance, entrepreneurship, and personal growth, this opportunity offers the best of both worlds — the independence of running your own business and the support of an established wealth management firm.

As a Junior Wealth Management Advisor, you will embark on a rewarding career path that allows you to build your own book of business while benefiting from mentorship, structure, and long‑term guidance from experienced professionals.

You’ll have the freedom to shape your career, develop lasting client relationships, and create meaningful impact by helping individuals and families achieve their financial goals.

This role is ideal for ambitious professionals who want to move beyond the traditional corporate model and build a long‑term, business‑oriented career in the wealth management industry.

Responsibilities

• Develop and grow your client base through prospecting, referrals, and community engagement.
• Build tailored financial strategies that align with each client’s goals, risk tolerance, and life stage.
• Conduct portfolio reviews and provide ongoing guidance to ensure clients remain on track toward their objectives.
• Analyze market trends and investment opportunities to deliver informed, proactive advice.
• Deliver a holistic wealth experience by collaborating with senior advisors and product specialists.

What We Offer

• A rare opportunity to build your own business practice within a highly respected national firm.
• Comprehensive mentorship, training, and financial support to help you launch and grow your career.
• A flexible and entrepreneurial environment that rewards initiative, discipline, and results.
• The freedom to shape your schedule and define your own professional success.
• A long‑term path toward independence, financial growth, and professional fulfillment.
• Performance‑based compensation with no income ceiling — your success defines your reward.
• Access to a network of experienced advisors, mentors, and industry experts across Canada.
• Exposure to diverse client scenarios and financial strategies, accelerating your learning curve.
• A collaborative culture that values growth, innovation, and integrity.
• The satisfaction of building a business that’s truly your own.

Qualifications

• Either a Bachelor’s degree in Commerce or a Bachelor’s degree in Engineering, or any other university‑level degree will be considered.