Advisor - Conseiller(ère) | Manulife Wealth
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Manulife Wealth Inc.
Montreal | Full-Time | In-Person | Self-Employed Status | Junior or Experienced
We're growing and looking for our next rising star. If this sounds like you, we'd love to hear from you. No need to tick every box; if you're curious and motivated, reach out. If you have a true entrepreneurial spirit and the desire to learn from seasoned mentors, this opportunity could transform your career.
WHAT YOU'LL DO
✅ Grow your client base through active prospecting and referrals
✅ Join client meetings alongside senior advisors
✅ Prepare financial planning files and performance reports
✅ Progress toward independently managing your own book of business
WHAT WE OFFER
✅ Base salary + commission, depending on your experience
✅ Direct mentorship from seasoned advisors from day one
✅ A structured path toward independence
✅ Access to best-in-class analytical tools
✅ A special arrangement will be put in place for experienced advisors
A MULTIDISCIPLINARY TEAM
You'll work alongside financial planners (CFP, Pl. Fin.), portfolio managers (CIM and CFA), and other finance professionals.
WHAT WE'RE LOOKING FOR
✅ Post-secondary degree (Finance, Economics or Business: an asset)
✅ CSC completed or in progress; CIRO exams (RSE/CIRE): a strong asset
✅ Bilingual French/English (asset)
✅ Comfortable with prospecting, motivated by client relationships, and ethical
EQUAL OPPORTUNITY
We are committed to equal opportunity and encourage all qualified individuals to apply. Accommodations are available upon request at every stage of the selection process.
#WealthManagement #CareerOpportunity #Dorval #MontrealJobs #Manulife #Finance
More about this job
Responsibilities
Grow a client base through prospecting and referrals, participate in client meetings with senior advisors, and prepare financial planning files and performance reports. Progress toward independently managing a book of business.
Requirements
A post-secondary degree is sought, with Finance, Economics, or Business considered an asset. The Canadian Securities Course (CSC) must be completed or in progress; CIRO exams are a strong asset, as are French-English bilingualism, comfort with prospecting, motivation to build client relationships, and ethical conduct.
Skills
- Client Prospecting
- Referral Development
- Financial Planning
- Performance Reporting
- Business Development
- Ethical Conduct
- Bilingual Communication
- Financial Analysis
Benefits
- Base Salary Plus Commission
- Mentorship
- Structured Path Toward Independence
- Analytical Tools
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Wealth Management
- Financial Services
- Financial Planning
- Client Prospecting
- Referrals
- Client Relationships
- Book Of Business
- Performance Reports
- Canadian Securities Course
- CSC
- CIRO Exams
- RSE
- CIRE
- CFP
- Pl. Fin.
- CIM
- CFA
- Portfolio Management
- Finance
- Economics
- Business
- Bilingual French-English
- Mentorship
- Business Development