Associate Investment Advisor

We are looking for an ambitious and highly motivated Associate Investment Advisor to join our growing wealth management team.

Our team operates from the Diligence Wealth Management office of Manulife Wealth, the largest Manulife Wealth office in Canada, with approximately $15 billion in assets under management. Within the office, our team is one of the largest and fastest-growing, managing close to $300 million in client assets.

This is an opportunity to build a career in wealth management while working directly alongside experienced investment professionals and serving an established base of high-net-worth clients.

The Role

The Associate Investment Advisor will play an important role in managing and servicing our existing client relationships. You will work closely with the advisory team to provide clients with comprehensive wealth management services, including:

• Investment management and ongoing portfolio monitoring

• Building and maintaining retirement projections

• Investment and financial market research

• Preparing portfolio recommendations and investment analysis

• Maintaining and updating client investment accounts

• Preparing for and participating in client meetings

• Following up with clients and ensuring a high standard of ongoing service

• Assisting with account administration, transactions and portfolio changes

• Supporting the overall growth and development of the practice

This is not simply an administrative position. We are looking for someone who wants to develop into a strong investment professional, deepen their understanding of markets and portfolio management, and take increasing responsibility for client relationships over time.

What We’re Looking For

The ideal candidate has:

• A college or bachelor’s degree; finance, economics, business or a related field is an asset, but not required

• A genuine and strong interest in investing and financial markets

• Excellent analytical and problem-solving abilities

• Strong interpersonal and communication skills

• Full professional fluency in both English and French

• Strong attention to detail and organizational skills

• The ability to work independently while contributing to a high-performance team

• Experience in financial planning, wealth management or investment services is a significant asset

• Completion of the Canadian Securities Course (CSC) or RSE/CIRE is strongly preferred

• Existing registration/licensing as an Investment Advisor is an asset

Candidates who are not currently licensed must be prepared to complete the required industry courses and examinations shortly after joining the team.

The Opportunity

This role is best suited to someone who is ambitious, intellectually curious and serious about building a long-term career in wealth management.

You’ll be joining an established and rapidly growing practice with a substantial existing client base, significant assets under management and the infrastructure of Canada’s largest Manulife Wealth office behind you.

For someone who genuinely enjoys investing, financial markets and working with clients, this is an opportunity to learn quickly, take on meaningful responsibility and grow alongside the practice.