Junior Wealth Management Advisor

2 weeks ago

Montreal, Quebec, Canada Diligence Wealth Management | Manulife Wealth Inc. Full time

About 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 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 Role

If 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.

Responsibilities

  • Develop 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 Offer

  • A 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.

Benefits

  • 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.

Qualifications

  • Either a Bachelor's degree in Commerce or a Bachelor's degree in Engineering, or any other university-level degree will be considered.

Job Type: Full-time

Pay: Up to $150,000.00 per year

Work Location: In person

  • Junior Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Manulife Wealth Full time

    About the CompanyAt 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...

  • Junior Advisor

    6 days ago

    Montreal, Quebec, Canada Manulife Wealth Full time

    About 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...

  • ScotiaMcLeod Administrative Associate

    3 days ago

    Montreal, Quebec, Canada Scotia Wealth Management Full time

    Requisition ID: 244823ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

  • Portfolio Manager, Managed Programs

    19 hours ago

    Montreal, Quebec, Canada Worldsource Wealth Management Full time

    English BelowÉNONCÉ DU POSTE :Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à...

  • Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their...

  • ScotiaMcLeod Administrative Support Assistant

    7 days ago

    Montreal, Quebec, Canada Scotia Wealth Management Full time

    Requisition ID: 242013As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • ScotiaMcLeod Wealth Advisor Development Program

    4 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...

  • Vice-President, Strategic Solutions

    2 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Location: Montreal or WinnipegIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, Investors Group is a key part of IGM's business...

  • Associate Wealth Advisor

    2 weeks ago

    Montreal, Quebec, Canada RBC Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the main focus...

  • Wealth Management Advisor

    4 days ago

    Montreal, Quebec, Canada Desjardins Full time

    As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...