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Junior Investment Advisor

@ Manulife Wealth

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Pointe-Claire, Québec

Temps plein
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SIGNAUX

En bref

Diligence, part of Manulife Wealth, is hiring an advisor-in-training in Montreal for a full-time, on-site role. The path leads from learning wealth management and obtaining CIRO licensing to building a client base and moving toward independent advisor status. The posting offers base salary plus commission, structured training and mentorship, and requires French and English fluency.

Responsabilités :

  • Research and contact prospective clients
  • Schedule and attend client meetings
  • Prepare portfolio analyses and reports
  • Support business development efforts

Résumé des exigences :

  • CEGEP technical diploma or bachelor's degree, finance or business preferred
  • Fluency in French and English, spoken and written
  • Strong people skills and networking ability
  • Willingness to complete CIRO requirements
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-15
Mise à jour du dossier source
2026-11-15

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

Détails du poste

NiveauDébutant
DomaineFinance et comptabilité
Heures par semaine40 (estimé)
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish, French
Permis et certificationsCIRO registration
FormationCollégial (DEC) (exigé), Baccalauréat (exigé)
Domaines d’étudesfinance, business, accounting, economics, commerce
Avantages mentionnésPrime de rendement, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Manulife Wealth

Toutes ses offres
ChampValeur
Offres sur Jobsy16
Description

Advisor-in-Training | Wealth Management

📍 Montreal, QC · Full-time · On-site, 5 days a week

Start a career as an independent advisor, not just a job in finance.

Diligence is a wealth management team operating within Manulife Wealth, a national network of independent advisors. We're looking for a recent grad or early-career professional who wants to learn this business properly, from prospecting to portfolio reviews, and eventually run their own practice.

You don't need to be a markets expert yet. If you're curious, personable, and willing to work hard, we'll teach you the rest.

How the path works

  • Learn the business. Work alongside our advisors, sit in on client meetings, and get comfortable with markets, investments, and wealth planning.
  • Get licensed. Complete the CIRO training, exams, and registration required to advise clients.
  • Start building your own clients. Prospect, network, and open conversations with new people, with mentorship from the team.
  • Move toward independence. Take on more responsibility and grow your own book of business over time.

What you'll do day to day

  • Research and reach out to prospective clients
  • Schedule and attend client meetings
  • Prepare portfolio analyses, reports, and client file summaries
  • Support the team's business development efforts

This isn't back-office work. You'll be in front of clients from early on.

What you'll need

  • A 3-year CEGEP technical diploma or a bachelor's degree (finance, business, accounting, economics, or commerce is a plus)
  • Fluency in French and English, spoken and written
  • Genuine interest in financial markets and investing
  • Strong people skills and comfort with networking and prospecting
  • Self-discipline, organization, and a results-driven attitude
  • Willingness to complete the CIRO requirements

Experience in sales, banking, financial services, or customer service helps but isn't required.

What you get

  • Structured training in wealth management
  • Mentorship from experienced advisors
  • Base salary plus commission with earnings that grow as your client base does
  • A clear route to independent advisor status and eventually owning your own book of business.

Before you apply

Make sure you can say yes to these:

  • Do you have, or are you completing, a CEGEP technical diploma or a bachelor's degree?
  • Can you work full-time, in person, in Montreal?
  • Are you comfortable in both French and English?

Then tell us briefly about any sales, client service, banking, or finance experience.

📩 Apply on LinkedIn or message me directly.

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