Junior Wealth Management Advisor
3 days ago
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 approach of a boutique advisory firm.Our mission is to help clients achieve financial clarity and long-term success through disciplined planning, transparent advice, and strategic investment management. We operate with integrity, professionalism, and a deep commitment to excellence — values that guide everything we do for our clients and our advisors alike.About the RoleIf you are passionate about finance, entrepreneurship, and personal growth, this opportunity offers the best of both worlds — the independence of running your own business and the support of an established wealth management firm.As a Junior Wealth Management Advisor, you will embark on a rewarding career path that allows you to build your own book of business while benefiting from mentorship, structure, and long‑term guidance from experienced professionals.You’ll have the freedom to shape your career, develop lasting client relationships, and create meaningful impact by helping individuals and families achieve their financial goals.This role is ideal for ambitious professionals who want to move beyond the traditional corporate model and build a long‑term, business‑oriented career in the wealth management industry.ResponsibilitiesDevelop and grow your client base through prospecting, referrals, and community engagement.Build tailored financial strategies that align with each client’s goals, risk tolerance, and life stage.Conduct portfolio reviews and provide ongoing guidance to ensure clients remain on track toward their objectives.Analyze market trends and investment opportunities to deliver informed, proactive advice.Deliver a holistic wealth experience by collaborating with senior advisors and product specialists.What We OfferA rare opportunity to build your own business practice within a highly respected national firm.Comprehensive mentorship, training, and financial support to help you launch and grow your career.A flexible and entrepreneurial environment that rewards initiative, discipline, and results.The freedom to shape your schedule and define your own professional success.A long‑term path toward independence, financial growth, and professional fulfillment.Performance‑based compensation with no income ceiling — your success defines your reward.Access to a network of experienced advisors, mentors, and industry experts across Canada.Exposure to diverse client scenarios and financial strategies, accelerating your learning curve.A collaborative culture that values growth, innovation, and integrity.The satisfaction of building a business that’s truly your own.QualificationsEither a Bachelor’s degree in Commerce or a Bachelor’s degree in Engineering, or any other university‑level degree will be considered. #J-18808-Ljbffr
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Junior Wealth Management Advisor
3 weeks 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 Advisor
2 weeks ago
Montreal (administrative region), Canada Manulife Wealth Full timeJunior 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...
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Junior Advisor
3 weeks 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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Montreal (administrative region), Canada Manulife Wealth Full timeA leading wealth management firm in Canada is seeking a Junior Wealth Management Advisor to build a personal client base while receiving mentorship and support. This opportunity allows ambitious professionals to transition from a corporate setting to an entrepreneurial environment, fostering growth and meaningful client relationships. Responsibilities...
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Montreal (administrative region), Canada Manulife Wealth Full timeA leading financial advisory firm in Canada seeks a Junior Advisor / Wealth Management Associate. This role emphasizes building your own advisory practice from the ground up, focusing on client outreach, and learning about financial planning. Candidates should possess strong communication skills and a willingness to learn, with support from experienced...
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Montreal (administrative region), Canada Manulife Wealth Full timeJunior Wealth Advisor-Conseiller Junior en Gestion de Patrimoine Opportunité de Carrière : Conseiller en Gestion de Patrimoine chez Manuvie Chez Manuvie, nous croyons en l'importance de chaque client. Nous nous engageons à offrir des solutions financières adaptées à leurs besoins et objectifs spécifiques. Rejoignez notre équipe dynamique et mobilisez...
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Junior Advisor
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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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Portfolio Manager, Managed Programs
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Montreal (administrative region), Canada Worldsource Wealth Management Full timeWe are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi‑asset portfolios that support retail advisors and their clients nationwide.The ideal candidate is bilingual in French and English, with proven expertise in investment...
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Wealth Management Advisor
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Montreal (administrative region), Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Ormstowntime type: Full timeposted on: Posted 27 Days Agojob requisition id: R2514165As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Wealth Management Advisor
3 weeks ago
Montreal (administrative region), Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Ormstowntime type: Full timeposted on: Posted 27 Days Agojob requisition id: R2514165As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
