Junior Investment Advisor

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. The position is in office and you must be fluent in english, with top notch communication skills. Your role as a Junior Investment Advisor 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. Eventually having your own practice and book of business to manage. 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 me your CV, and we look forward to meeting you

The role involves business development through cold calling to build and manage a personal wealth management clientele. Responsibilities include analyzing clients' financial needs, risk tolerance, and preparing financial projections.

Candidates must be entrepreneurial, self-driven, and fluent in English with top-notch communication skills. The role requires a commitment to the licensing process and a passion for success in financial services.

• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business Development
• Cold Calling
• Financial Analysis
• Risk Tolerance Assessment
• Financial Projection
• Wealth Management
• Communication Skills
• Client Relationship Management

• Finance & Accounting
• Sales
• Consulting

Expérience minimale

0+ ans

Postuler avant le

23 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte