Junior Investment Advisor

4 weeks ago


Dorval, Canada WeCareer Full time

OverviewWe are hiring for a top performed wealth management company in Canada Location: Dorval, QC (on-site)Seniority LevelEntry levelEmployment TypeFull-timeResponsibilitiesSupport senior advisors in preparing financial plans, meeting materials, and client communicationsLearn to design personalized investment, retirement, and tax-efficient strategiesActively prospect through calls, LinkedIn, and networking to identify and develop new client opportunitiesManage leads, follow-ups, and client records using CRM toolsParticipate in structured mentorship sessions with regular feedback, case studies, and coachingCollaborate with team members to ensure a high standard of client service and operational excellenceQualificationsEntrepreneurial mindset with confidence in outbound prospecting and client acquisitionStrong communicator who can build trust and long-term relationships with clientsCurious, self‑motivated, and eager to learn in a fast‑paced, performance‑driven environmentPassionate about financial markets, wealth planning, and helping clients achieve their goalsFluency in English; French considered a strong assetCompensation & BenefitsThe annual total of your income reflects a performance-based structure, designed to grow with you. You'll earn based on your impact, with increasing upside as you take on more responsibility, client engagement, and business development.Other benefits: mentorship, tools, and long-term career development. #J-18808-Ljbffr



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