Investment & Financing Advisor — Grow Clients' Wealth

About the Company 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...

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...

A large cooperative financial institution located in Montreal is seeking an advisor for investment and financing services. This role focuses on understanding client needs to optimize their financial health. Candidates must be committed to excellent customer service and developing tailored financial solutions. Competitive salary, flexible vacation, and...

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...

Junior Advisor / Wealth Management Associate Career-Track Role – Client-Facing & Developmental About Us We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth...

A financial services firm in Montreal seeks a candidate for a business development role focused on learning to build and manage an advisory practice. This position emphasizes developing a pipeline of clients and offers mentorship from experienced advisors. Responsibilities include prospecting for new clients, participating in networking initiatives, and...

Many opportunities are currently available in the greater Montreal area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as...

Many opportunities are currently available in the greater Montreal area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as...

4 days ago Be among the first 25 applicantsDirect message the job poster from Manulife WealthMake the Move to Independent Wealth ManagementAre you currently working in a bank environment—serving clients, but limited by proprietary products, quotas, or lack of ownership?If you’re ready to take full control of your career and build true equity in your...

Junior Investment AdvisorBusiness Development Focus Entrepreneurial TrackThis 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...