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    • Participate in client meetings alongside experienced advisors.
    • Experience in sales, athletics, leadership, or financial services considered an asset.
    • 2-3 years financial planning experience or equivalent undergraduate education in finance/financial planning.
    • Appointment preparation – ensure clients’ financial…
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    • You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
    • Follow up with advisors and support advisor outreach as needed to move plans and client discussions forward.
    • Accurately input and maintain client information in…
    • 2+ years of experience in financial services.
    • Clearly communicate financial strategies and products, including executing trade instructions.
    • Extensive experience creating robust financial plans.
    • Research solutions, run illustrations and build a robust financial plan using software and AI.
    • This hiring process is being managed by Leading Advisor, a firm specializing in structured hiring for financial and insurance agencies.
    • Who This Role Is For*.
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    • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
    • Minimum 3 years of financial services industry and investment product sales experience.
    • The Associate, Internal Sales, Retail Distribution will be responsible…
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    • Assist senior financial advisor with the servicing of new and existing client accounts.
    • The expectation is that this role with transition into a senior…
    • Gathering client data to prepare financial plans and offer tailored solutions.
    • The successful candidate will be well-versed in financial planning software and…
    • Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships.
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
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    • Assist senior financial advisor with the servicing of new and existing client accounts.
    • 2+ years of relevant financial/business/customer service experience.
    • Presenting completed financial plans to advisors and clients in-person or virtually.
    • Preparing comprehensive financial plans utilizing Conquest financial…
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Job Post Details

Junior Financial Advisor - job post

Manulife Wealth Inc.
1405 Trans Canada Highway, Dorval, QC H9P 2V9
$50,000–$250,000 a year - Permanent, Full-time

Job details

Pay

  • $50,000–$250,000 a year

Job type

  • Permanent
  • Full-time

Location

1405 Trans Canada Highway, Dorval, QC H9P 2V9

Benefits

Pulled from the full job description

  • Company events
  • On-site parking

Full job description

Looking for more than just a job?

Diligence Wealth Management, the top-performing office of Manulife Wealth in the country, managing over $14 billion in assets, is seeking ambitious, competitive, and entrepreneurial individuals who want to build a long-term career in wealth management.

This is not a traditional corporate position. You'll work directly alongside experienced advisors, learn how successful advisory businesses are built, and gain hands-on exposure to investing, wealth management, client relationships, and business development.

Over time, successful candidates transition toward building and managing their own client relationships and advisory practice.

This opportunity is ideal for individuals who are:

  • Competitive and self-motivated
  • Interested in finance, investing, and entrepreneurship
  • Strong communicators
  • Motivated by long-term career and income growth
  • Willing to put in the effort required to build a business

If this is you, even if you have no experience or training in the financial services industry, this position is for you! People with backgrounds in athletics, sales, business, leadership roles, or competitive environments often excel in this career.

What You'll Do

  • Prospect and develop new business opportunities
  • Participate in client meetings alongside experienced advisors
  • Learn wealth management, investment strategies, and retirement planning concepts
  • Assist with portfolio reviews and client recommendations
  • Learn how successful advisors build, manage, and grow their practices

What We Offer

  • Direct mentorship from one of Canada's leading wealth management teams
  • Hands-on exposure to real client relationships and investment strategies
  • Professional development and licensing support
  • Entrepreneurial team environment
  • Uncapped earning potential
  • Clear path toward becoming a licensed Investment Advisor

Qualifications

  • Strong communication and interpersonal skills
  • Entrepreneurial mindset
  • Competitive attitude and strong work ethic
  • Bachelor's degree completed preferred
  • Experience in sales, athletics, leadership, or financial services considered an asset
  • Valid driver's licence considered an asset

Please note that this is a full-time career opportunity, not an internship or part-time student position.

About Diligence Wealth Management

Diligence Wealth Management operates within Manulife Wealth’s largest office in Canada, with more than $13 billion in assets under management.

Our mission is simple: deliver disciplined wealth advice and develop exceptional advisors.

Learn more about our team:
https://markusboudreau.com/career

Pay: $50,000.00-$250,000.00 per year

Benefits:

  • Company events
  • On-site parking

Ability to commute/relocate:

  • Dorval, QC H9P 2V9: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Are you entrepreneurial, comfortable with variable income, and prepared to commit significant time and effort to building a long-term career

Work Location: In person

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