Future Wealth Advisor: Build Your Own Practice
6 days ago
A leading wealth management firm in Montreal is seeking a Wealth Management Associate to build their own advisory practice from scratch. This role focuses on developing client relationships while being mentored by experienced advisors. Key responsibilities include outreach to prospects, financial analysis preparation, and participating in client meetings. Candidates should possess strong communication skills, discipline, and a genuine interest in wealth management. This position offers a fixed stipend during development and incentives based on client retention and relationship management.
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Independent Wealth Advisor — Own Your Book
6 days ago
Montreal, Canada Manulife Wealth Full timeA leading wealth management firm in Montreal is seeking financial advisors ready to transition to independence. You will manage your own book and offer tailored investment solutions without corporate limitations. The role is suited for those currently working in Canadian banking who are passionate about client relationships and entrepreneurial growth. Our...
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Junior Advisor
6 days ago
Montreal, Canada Manulife Wealth Full timeAbout the Company 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 structuring, delivered with professionalism, accountability, and a personal CFO...
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Junior Wealth Management Advisor
1 week ago
Montreal, Quebec, Canada Manulife Wealth Full timeAbout the CompanyAt 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...
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Junior Wealth Management Advisor
6 days ago
Montreal (administrative region), Canada Manulife Wealth Full timeAbout 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...
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Junior Wealth Management Advisor
1 week ago
Montreal, Quebec, Canada Diligence Wealth Management | Manulife Wealth Inc. Full timeAbout the CompanyAt 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...
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Junior Advisor
4 days ago
Montreal, Quebec, Canada Manulife Wealth Full timeAbout the CompanyWe 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 structuring, delivered with professionalism, accountability, and a personal CFO...
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Wealth Compliance Advisor
2 weeks ago
Montreal, Quebec, Canada Richardson Wealth Full timeAbout Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
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Wealth Compliance Advisor
2 weeks ago
Montreal, Quebec, Canada Richardson Wealth Ltd Full timeAbout Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
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Investment Advisor
6 days ago
Montreal, Canada Manulife Wealth Full time4 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...
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Montreal, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeJob Title Conseiller en gestion de patrimoine / Wealth Advisor Company Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location Montreal, QC, Canada We have offices in Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Overview Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve...