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Publié il y a 29 jours

Associate Investment Advisor

@ Manulife Wealth

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Montréal, Québec

Temps plein
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SIGNAUX

Responsabilités :

  • Actively prospect and develop new client relationships
  • Participate in outreach initiatives, referrals, and networking activities
  • Learn how to position investment strategies and long term solutions to clients
  • Gradually transition prospects into ongoing advisory relationships
  • Prospection active et développement de nouvelles relations clients
  • Participation à des initiatives de référencement et de réseautage

Résumé des exigences :

  • 0 to 3 years of experience in finance, sales, or wealth management
  • Bénéficier d’un mentorat direct basé sur une expérience concrète
  • Soutien aux opérations, transactions et exigences réglementaires
  • Esprit entrepreneurial et orienté vers le développement des affaires
  • À l’aise avec la prospection, les suivis et les objectifs de croissance
  • Autonome, discipliné, et motivé par la réussite à long terme
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-12
Première détection par notre source
2026-11-11
Mise à jour du dossier source
2026-11-11

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

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Manulife Wealth

Toutes ses offres
ChampValeur
Offres sur Jobsy5
Description

Junior Investment Advisor

Business Development Focus Entrepreneurial Track

This role is not a traditional support or administrative position. Business development is at the core of this role. You will be mentored directly by me and my team across every aspect of the advisory business, from prospecting and client acquisition to portfolio construction, retirement projections, and ongoing client servicing.

What this role is really about

  • Learning how to build, grow, and manage an advisory practice
  • Developing your own pipeline of prospects and future clients
  • Receiving direct mentorship from experienced advisors who have built a practice from the ground up

Primary responsibilities

  • Actively prospect and develop new client relationships
  • Participate in outreach initiatives, referrals, and networking activities
  • Learn how to position investment strategies and long term solutions to clients
  • Gradually transition prospects into ongoing advisory relationships

Training and mentorship

  • Learn portfolio construction and asset allocation across equity and fixed income investments
  • Assist with retirement projections and long term financial strategies
  • Participate in client meetings, follow ups, and ongoing relationship management
  • Support transaction execution, portfolio rebalancing, and documentation
  • Learn compliance, operational, and best practice standards

Who this role is for

  • Entrepreneurial, relationship driven, and business development focused
  • Comfortable with outreach, follow ups, and building relationships from scratch
  • Highly disciplined, accountable, and self motivated
  • High level of integrity and professionalism
  • 0 to 3 years of experience in finance, sales, or wealth management

___________________________________________________________________________________________________

À propos du poste

Accent sur le développement des affaires et la voie entrepreneuriale

Ce poste n’est pas un rôle administratif traditionnel. Le développement des affaires est au cœur du poste. Vous serez accompagné directement par moi et mon équipe afin d’apprendre toutes les facettes du métier, incluant la prospection, l’acquisition de clients, la construction de portefeuilles, les projections de retraite et le service à la clientèle.

Ce que le poste représente réellement

  • Apprendre à bâtir et développer une pratique en gestion de patrimoine
  • Développer votre propre pipeline de clients et de prospects
  • Bénéficier d’un mentorat direct basé sur une expérience concrète

Responsabilités principales

  • Prospection active et développement de nouvelles relations clients
  • Participation à des initiatives de référencement et de réseautage
  • Présentation de stratégies de placement et de solutions à long terme

Formation et mentorat

  • Apprentissage de la construction et du suivi des portefeuilles
  • Contribution aux projections de retraite et aux stratégies financières
  • Participation aux rencontres clients et au service continu
  • Soutien aux opérations, transactions et exigences réglementaires

Profil recherché

  • Esprit entrepreneurial et orienté vers le développement des affaires
  • À l’aise avec la prospection, les suivis et les objectifs de croissance
  • Autonome, discipliné, et motivé par la réussite à long terme
  • Haut niveau d’intégrité et de professionnalisme
  • 0 à 3 ans d’expérience en finance, vente ou domaine connexe

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