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Junior Wealth Management Advisor

4 weeks ago

Montreal Quebec GF, CA Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).

Job Description:

Are you passionate about sales, business development, and finance? This opportunity is for you We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management.

The advisor will:

  • Meet with clients to review their portfolios.
  • Prospect targeted clientele.
  • Manage client relationships by understanding their needs and offering products and services that align with their goals.
  • Contribute to business objectives by attracting, recruiting, and retaining clients and referrals.

Job Requirements:

  • Strong analytical, problem-solving skills, and client-focused orientation.
  • Strong time management, autonomy, and initiative.
  • Excellent ability to summarize and simplify information.
  • Rigor, integrity, professional ethics, and a strong commitment to work.
  • Motivation to excel.
  • Registration for the Canadian Securities Course (CSC) with CSI.
  • High school diploma required.

What We Offer:

  • Join an exceptional team.
  • Compensation based on performance.
  • Professional achievement opportunities.
  • Training and mentorship.
  • Develop your own client base.
  • Dynamic work environment and modern offices.
  • Unlimited Coffe.