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Added 11 mins ago
Staff Software Engineer, Notification Hub & Experience
DoorDash Canada
Toronto, ON
The Notification Hub and Experience team is a product-focused engineering team responsible for one of the company's most scalable growth levers. Our mission is to deliver intelligent,…
Added 11 mins ago
Senior Insurance Advisor (Chase, BC)
Talent Acquisition Team at Westland Insurance. Text reply only.
Chase, BC
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related…
Added 11 mins ago
A
Senior Sales Representative, Up Market Major Accounts (CDM)
ADP
Mississauga, ON
- Full-time
Keep learning. Access ongoing training, development, and mentorship.
Added 11 mins ago
V
Marketing Manager
Vanguard
Toronto, ON
- Full-time
Lead integrated marketing initiatives that advance business priorities and client growth objectives across investor and advisor audiences.
Added 11 mins ago
UO
Manager, Scholarly Integrity
University of British Columbia
Vancouver, BC · UBCV | Walter C. Koerner Library (KLIB)
- $9,599.75 to $14,385.5 CAD / month
- Full-time
At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and…
Added 11 mins ago
T
Audit Manager II, Global Compliance (ATH 1036)
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 25 mins ago
T
Sr. IT Ops Analyst
TD
Mississauga, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 25 mins ago
SL
SUN LIFE FINANCIAL ADVISOR - New Brunswick
Sun Life
Moncton, NB · Canada Atlantic Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 25 mins ago
D
Senior Advisor, Project management
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a senior project management advisor, you help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget. You analyze project…
Added 25 mins ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 25 mins ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 25 mins ago
D
Personal Finance Advisor
Desjardins
Pont-Rouge, QC · Donnacona, QC · Caisse Desjardins du Centre de Portneuf
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 25 mins ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- 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…
Added 25 mins ago
C
Director, Intelligent Process Solutions
CIBC
Toronto, ON
- Full-time
People leadership - Lead and develop a world-class automation team that combines deep RPA expertise with emerging AI and intelligent automation capabilities. Coach, mentor, and empower…
Added 25 mins ago
B
Manager Market Risk Modeling and Governance
BMO
Toronto, ON · YNG
- Full-time
Supports the planning and execution of system management infrastructure planning and development activities for a designated portfolio.
Added 41 mins ago
Senior Marketing Partner
Munich Re
Toronto, ON
The role is responsible for leading the strategic planning, development, and execution of data-driven marketing initiatives that enhance brand awareness, elevate client and broker…
Added 50 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 55 mins ago
Customer Developer, Cloud AI, Google Cloud
Google
Toronto, ON · Waterloo, ON
Experience with machine learning model development or deployment.
Added 1 hour ago
D
Client Partner, Director
DEPT®
Toronto, ON
- $120,000 to $135,000 CAD / year
Learning and Development, supporting your growth with continuous opportunities to learn and advance.
Added 1 hour ago
KS
Temporary Sales Associate-4
kate spade new york
Rocky View No 44, AB · Ksny Crossiron Mills
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 1 hour ago
IF
IS Advisor
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
A work environment where learning and development merge with a collective pursuit of excellence;
Added 1 hour ago
T
Associate Investment Advisor I
TD
Kitchener, ON
- Full-time
This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management…
Added 1 hour ago
SL
SUN LIFE FINANCIAL ADVISOR - Ontario
Sun Life
Toronto, ON · Sudbury, ON · Hamilton, ON · Barrie, ON · Thunder Bay, ON · Kingston, ON · Stratford, ON · London, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Mississauga, ON · Brampton, ON · Markham, ON · Owen Sound, ON · Ajax, ON · Richmond Hill, ON · Waterloo, ON · St. Catharines, ON · Pickering, ON · Canada Ontario Central Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 1 hour ago
SL
SUN LIFE FINANCIAL ADVISOR - Prince Edward Island
Sun Life
Quebec, QC · Charlottetown, PE · Canada Quebec Lesage Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 1 hour ago
SL
SUN LIFE FINANCIAL ADVISOR - Newfoundland and Labrador
Sun Life
St. John's, NL · Canada Eastern Region Career Sales Force Location
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…

Manulife Wealth

Associate Investment Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Apr 11, 2027
Posting language: English · French
Posted: Oct 13, 2026

Original job description

English section of this bilingual listing.

Junior Investment Advisor

Business Development Focus Entrepreneurial Track

This role is not a traditional support or administrative position. Business development is at the core of this role. You will be mentored directly by me and my team across every aspect of the advisory business, from prospecting and client acquisition to portfolio construction, retirement projections, and ongoing client servicing.

What this role is really about

Learning how to build, grow, and manage an advisory practice
Developing your own pipeline of prospects and future clients
Receiving direct mentorship from experienced advisors who have built a practice from the ground up

Primary responsibilities

Actively prospect and develop new client relationships
Participate in outreach initiatives, referrals, and networking activities
Learn how to position investment strategies and long term solutions to clients
Gradually transition prospects into ongoing advisory relationships

Training and mentorship

Learn portfolio construction and asset allocation across equity and fixed income investments
Assist with retirement projections and long term financial strategies
Participate in client meetings, follow ups, and ongoing relationship management
Support transaction execution, portfolio rebalancing, and documentation
Learn compliance, operational, and best practice standards

Who this role is for

Entrepreneurial, relationship driven, and business development focused
Comfortable with outreach, follow ups, and building relationships from scratch
Highly disciplined, accountable, and self motivated
High level of integrity and professionalism
0 to 3 years of experience in finance, sales, or wealth management

___________________________________________________________________________________________________

À propos du poste

Read the full bilingual original

Junior Investment Advisor

Business Development Focus Entrepreneurial Track

What this role is really about

Learning how to build, grow, and manage an advisory practice
Developing your own pipeline of prospects and future clients
Receiving direct mentorship from experienced advisors who have built a practice from the ground up

Primary responsibilities

Actively prospect and develop new client relationships
Participate in outreach initiatives, referrals, and networking activities
Learn how to position investment strategies and long term solutions to clients
Gradually transition prospects into ongoing advisory relationships

Training and mentorship

Learn portfolio construction and asset allocation across equity and fixed income investments
Assist with retirement projections and long term financial strategies
Participate in client meetings, follow ups, and ongoing relationship management
Support transaction execution, portfolio rebalancing, and documentation
Learn compliance, operational, and best practice standards

Who this role is for

Entrepreneurial, relationship driven, and business development focused
Comfortable with outreach, follow ups, and building relationships from scratch
Highly disciplined, accountable, and self motivated
High level of integrity and professionalism
0 to 3 years of experience in finance, sales, or wealth management

___________________________________________________________________________________________________

À propos du poste

Accent sur le développement des affaires et la voie entrepreneuriale

Ce poste n’est pas un rôle administratif traditionnel. Le développement des affaires est au cœur du poste. Vous serez accompagné directement par moi et mon équipe afin d’apprendre toutes les facettes du métier, incluant la prospection, l’acquisition de clients, la construction de portefeuilles, les projections de retraite et le service à la clientèle.

Ce que le poste représente réellement

Apprendre à bâtir et développer une pratique en gestion de patrimoine
Développer votre propre pipeline de clients et de prospects
Bénéficier d’un mentorat direct basé sur une expérience concrète

Responsabilités principales

Prospection active et développement de nouvelles relations clients
Participation à des initiatives de référencement et de réseautage
Présentation de stratégies de placement et de solutions à long terme

Formation et mentorat

Apprentissage de la construction et du suivi des portefeuilles
Contribution aux projections de retraite et aux stratégies financières
Participation aux rencontres clients et au service continu
Soutien aux opérations, transactions et exigences réglementaires

Profil recherché

Esprit entrepreneurial et orienté vers le développement des affaires
À l’aise avec la prospection, les suivis et les objectifs de croissance
Autonome, discipliné, et motivé par la réussite à long terme
Haut niveau d’intégrité et de professionnalisme
0 à 3 ans d’expérience en finance, vente ou domaine connexe

Apply About employer

More about this job

Responsibilities

Prospect for new clients, build a pipeline, and develop relationships through outreach, referrals, and networking. Learn investment and financial planning practices while supporting client meetings, portfolio management, transactions, documentation, and ongoing client service.

Requirements

The role is suited to an entrepreneurial, relationship-oriented candidate who is comfortable with outreach, follow-ups, and developing business independently. Candidates should be disciplined, self-motivated, and professional, with 0–3 years of experience in finance, sales, or wealth management.

Skills

Business Development
Prospecting
Client Acquisition
Relationship Building
Networking
Investment Strategy Positioning
Portfolio Construction
Asset Allocation
Equity Investments
Fixed Income Investments
Retirement Projections
Financial Planning
Transaction Execution
Portfolio Rebalancing
Compliance

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Advisory
Business Development
Prospecting
Client Acquisition
Referral Initiatives
Networking
Investment Strategies
Long-Term Financial Solutions
Portfolio Construction
Asset Allocation
Equities
Fixed Income
Retirement Projections
Financial Strategies
Client Meetings
Relationship Management
Transaction Execution
Portfolio Rebalancing
Compliance
Documentation
Mentorship

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