Associate Investment Advisor

Advisor-in-Training | Wealth Management

📍 Montreal, QC · Full-time · On-site, 5 days a week

Start a career as an independent advisor, not just a job in finance.

Diligence is a wealth management team operating within Manulife Wealth, a national network of independent advisors. We're looking for a recent grad or early-career professional who wants to learn this business properly, from prospecting to portfolio reviews, and eventually run their own practice.

You don't need to be a markets expert yet. If you're curious, personable, and willing to work hard, we'll teach you the rest.

How the path works

1. Learn the business. Work alongside our advisors, sit in on client meetings, and get comfortable with markets, investments, and wealth planning.
2. Get licensed. Complete the CIRO training, exams, and registration required to advise clients.
3. Start building your own clients. Prospect, network, and open conversations with new people, with mentorship from the team.
4. Move toward independence. Take on more responsibility and grow your own book of business over time.

What you'll do day to day

• Research and reach out to prospective clients
• Schedule and attend client meetings
• Prepare portfolio analyses, reports, and client file summaries
• Support the team's business development efforts

This isn't back-office work. You'll be in front of clients from early on.

What you'll need

• A 3-year CEGEP technical diploma or a bachelor's degree (finance, business, accounting, economics, or commerce is a plus)
• Fluency in French and English, spoken and written
• Genuine interest in financial markets and investing
• Strong people skills and comfort with networking and prospecting
• Self-discipline, organization, and a results-driven attitude
• Willingness to complete the CIRO requirements

Experience in sales, banking, financial services, or customer service helps but isn't required.

What you get

• Structured training in wealth management
• Mentorship from experienced advisors
• Base salary plus commission with earnings that grow as your client base does
• A clear route to independent advisor status and eventually owning your own book of business.

Before you apply

Make sure you can say yes to these:

• Do you have, or are you completing, a CEGEP technical diploma or a bachelor's degree?
• Can you work full-time, in person, in Montreal?
• Are you comfortable in both French and English?

Then tell us briefly about any sales, client service, banking, or finance experience.

📩 Apply on LinkedIn or message me directly.