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Junior Investment Advisor
2 weeks ago
We are an established investment advisory practice dedicated to helping clients achieve their financial goals through personalized wealth management. We have had the privilege of operating within the
#1 office for Manulife Wealth across Canada for the past 22 years
. We have just surpassed the $12 Billion mark in assets under management and every dollar has been earned thanks to our unique approach. We pride ourselves on professionalism, client service, and long-term relationships. We are seeking disciplined, entrepreneurial, and ambitious people that are looking to grow their career and build their business from the ground up.
The Opportunity
This is more than a role, it's the beginning of a career path with unlimited growth potential. We will teach you the technical aspects of financial planning, portfolio management, and client strategy while you focus on building relationships and driving business development.
If you are driven, curious, and motivated to build strong client connections, this opportunity offers the mentorship, tools, and training to help you become a trusted wealth advisor.
What You'll Do
- Identify and reach out to potential clients through networking and outreach (cold calling). Mainly cold calling at the first stage (first months) of your career.
- Research new business opportunities using industry tools and resources.
- Partner with senior advisors to develop tailored plans for retirement, investment, tax, and wealth transfer.
- Contribute to business development and client service initiatives.
- Support all aspects of the client process from portfolio design to long-term wealth strategies.
- Build and grow your advisory practice with the support of an experienced team.
Mentorship & Professional Growth
You'll learn directly from top-performing advisors through shadowing, one-on-one coaching, and structured mentorship. We'll guide you through licensing (CSC, CPH) and professional development, equipping you with the skills to become an independent wealth advisor within a couple of years.
What Sets This Role Apart
- Unlimited potential for income and career growth.
- Entrepreneurial culture with flexibility and autonomy.
- Opportunity to work with high-net-worth clients.
- Selective team focused on growth and high standards.
Qualifications
- Strong communication and relationship-building skills.
- Self-motivated and comfortable with outreach.
- Entrepreneurial mindset and interest in wealth management.
Compensation & Benefits
This role offers commission-based pay that rewards performance and client growth. You will receive mentorship, licensing support, and a flexible, collaborative environment to build your career. The harder you work, the more you grow your business, and the more your make.
Take the Next Step
If you want a career with high growth potential, submit your resume to connect with us about this opportunity. Take control of your future.
Your future in wealth management starts here.
