Publié il y a 5 mois
FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR
@ Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Toronto, Ontario
En bref
Diligence Wealth Management, a branch of Manulife Wealth Inc., is hiring full-time Marketing Assistants at its new Toronto office at 3300 Bloor Street West. The role starts with a $600/week base plus results-based bonus while studying for licensing, then moves to commission income as an Investment Advisor. Core work is cold calling, outreach and referral prospecting, qualifying leads and joining client meetings with senior advisors.
Responsabilités :
- Prospect new clients through cold calling, outreach and referrals
- Qualify prospects and schedule meetings with senior advisors
- Take part in client meetings and financial planning discussions
- Analyze client goals, risk tolerance and time horizons
Résumé des exigences :
- Highly competitive and self-driven with high tolerance for rejection
- Strong communicator who builds trust and rapport
- New graduate or early-career professional
- Bachelor's degree in business, commerce, economics, engineering or related field preferred
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-06-15
- 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.
Détails du poste
| Niveau | Débutant |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | English |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Business, Commerce, Economics, Engineering |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 3 |
We are hiring in Toronto — but this is not a typical 9–5 role.
We are expanding our team with a new office launch at 3300 Bloor Street West and looking for highly driven individuals who want to build a long-term career in wealth management the right way.
Not by inheriting clients. Not by sitting behind a desk. But by building something of your own—with the support, mentorship, and platform of an established, top-performing team.
About the Company
At Diligence Wealth Management (www.diligence.ca), we believe that true wealth management is about more than numbers—it’s about people, trust, and building long-term relationships.
As a branch of Manulife Wealth Inc., we combine the strength of a national institution with the personalized approach of a boutique advisory practice. We are the largest group within Manulife Wealth by far, and one of the largest independent wealth management offices in the country. Managing over $14 billion in client assets across two offices, our growth rate is unmatched, bringing in approximately $180 million in new assets every month.
We have mastered the art of turning young graduates into top producers. Our culture is built on the reality that massive outcomes are the result of success through consistent, daily effort.
About the Role & Career Progression
This is a performance-driven environment. It is demanding. It requires outreach, resilience, and a willingness to be uncomfortable early on.
This role is structured in two distinct phases:
Phase 1: Marketing Assistant (The Building Phase) Before becoming licensed, you will be hired as a Marketing Assistant. You will earn a base of $600/week plus a bonus structure tied directly to your results. This phase is designed to provide you with baseline income while you learn the business from the ground up. You will work directly with a senior advisor, gaining hands-on exposure to prospecting, client relationships, and business development. Your primary goal during this phase is to acquire clients, grow your practice, and study to get fully licensed.
Phase 2: Investment Advisor (The Growth Phase) Once licensed and established, you will transition out of Marketing Assistant role and become an official Investment Advisor. At this stage, your income will transition to the commissions generated by your own book of business. For the right person, the career potential here is exceptionally high. We have incredible examples and role models within our firm who started exactly where you are and have scaled their practices to generate 7- and even 8-figure incomes.
Key Responsibilities (Phase 1)
· Prospect and develop new client relationships primarily through cold calling, outreach, and referrals.
- Qualify prospects and schedule meetings with senior advisors.
- Participate in client meetings and contribute to financial planning discussions.
- Analyze client financial situations, including goals, risk tolerance, and time horizons.
- Support the development of tailored financial strategies and investment recommendations.
- Collaborate with senior advisors to deliver a full wealth management experience while actively working toward your own licensing.
What We Offer
· A structured path to building your own business within a $14B+ national platform.
- Direct mentorship from experienced advisors who have built massive practices from the ground up.
- Hands-on exposure to real client situations from day one.
- Support through licensing and ongoing professional development.
- A high-performance environment that rewards discipline, consistency, and results.
- A long-term path toward true independence, financial growth, and professional ownership.
What We Are Looking For
· Fiercely competitive, self-driven individuals with a high tolerance for rejection.
- Strong communicators who naturally build trust and rapport.
- New graduates or early-career professionals ready to outwork their peers.
- Individuals looking to build a business-oriented career, not just collect a salary.
- A Bachelor’s degree in Business, Commerce, Economics, Engineering, or a related field is preferred.
- If you are serious about building a highly lucrative career in wealth management and are prepared to commit to the process, apply below.
Education
· Bachelor's Degree (required)
How to Apply
Please submit your resume to Melanie Breton at [email protected].
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