Investment Advisor Trainee
2 months ago
We are proud to be a leading branch within the Manulife Wealth network, consistently delivering exceptional results across Canada. Our team combines the agility of a small business with the robust support of a multinational corporation.
Our success is built on a strong company culture, driven by effective leadership, clear communication, and well-defined processes.
About the RoleWe are seeking an entrepreneurial and self-driven individual to join our team as a Junior Investment Advisor. This role offers a unique opportunity to kick-start a career in an industry with limitless growth potential and income opportunities.
Our Investment Advisor Mentoring Program is designed to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio and thrive as a wealth manager.
Key Responsibilities- Develop business through cold calling and implementing business development strategies to acquire new clients.
- Analyze clients' financial needs, objectives, risk tolerance, and investment horizon.
- Assess clients' financial strengths and weaknesses to identify key success factors.
- Prepare financial projections and provide recommendations to clients.
You will join a dynamic team dedicated to supporting each other in achieving and surpassing goals. Your mission will be to build and manage your own wealth management clientele.
If you're a hard-working, motivated entrepreneur with a passion for success, this opportunity is for you. Send us your CV, and we look forward to meeting you.
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Investment Advisor Trainee
1 month ago
Dorval, Quebec, Canada Manulife wealth Full timeAbout UsWe are proud to be a leading branch within the Manulife Wealth network, consistently delivering exceptional results across Canada. Our team combines the agility of a small business with the robust support of a multinational corporation.Our success is built on a strong company culture, driven by effective leadership, clear communication, and...
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Investment Advisor Trainee
1 month ago
Dorval, Quebec, Canada Manulife wealth Full timeAbout UsWe are proud to be a leading branch within the Manulife Wealth network, consistently delivering exceptional results across Canada. Our team combines the agility of a small business with the robust support of a multinational corporation.Our success is built on a strong company culture, driven by effective leadership, clear communication, and...
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Investment Advisor Trainee
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Dorval, Quebec, Canada Manulife wealth Full timeAbout UsWe are proud to be a leading branch within the Manulife Wealth network, consistently delivering exceptional results across Canada. Our team combines the agility of a small business with the robust support of a multinational corporation.Our success is built on a strong company culture, driven by effective leadership, clear communication, and...
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Junior Investment Advisor
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