Business Development Assistant
1 week ago
Role: Junior Investment Advisor
About us:
We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years, consistently leading across Canada from coast to coast.
At the heart of our success is our commitment to company culture. We believe that a positive work environment, driven by effective leadership, clear communication, and well-defined processes, is crucial to our ongoing achievements.
About the Job:
Are you eager to kick-start a career in an industry brimming with
limitless growth potential
and income opportunities? If you are an
entrepreneurial ()
, self-driven individual ready to invest the effort required to achieve your goals, I want to hear from you
Our Investment Advisor Mentoring Program is crafted 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.
Your role as a Business Development Assistant, will include:
- Business development through cold calling.
- Analyzing clients' financial needs, objectives, risk tolerance, and investment horizon.
- Assessing clients' financial strengths and weaknesses to identify key success factors.
- Preparing financial projections.
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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