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Manulife Wealth

Associate Investment Advisor

Dorval, QC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 13, 2026
Posting language: English
Posted: Nov 13, 2026

Original job description

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.

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More about this job

Responsibilities

Manage and service existing client relationships by monitoring portfolios, preparing retirement projections and investment analysis, and maintaining client accounts. Support client meetings, follow up on service needs, assist with transactions and portfolio changes, and contribute to the practice’s growth.

Requirements

A college or bachelor’s degree is an asset but not required, along with a strong interest in investing, analytical ability, communication skills, attention to detail, and organizational skills. Professional fluency in English and French is required; financial services experience and CSC or RSE/CIRE completion are preferred, while unlicensed candidates must complete required industry courses and examinations shortly after joining.

Skills

Investment Management
Portfolio Monitoring
Retirement Projections
Financial Market Research
Investment Analysis
Portfolio Recommendations
Financial Planning
Analytical Skills
Problem-Solving
Communication
Attention to Detail
Organization
Bilingual Communication

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Management
Portfolio Monitoring
Retirement Projections
Financial Market Research
Investment Analysis
Portfolio Recommendations
High-Net-Worth Clients
Financial Planning
Client Investment Accounts
Account Administration
Investment Transactions
Portfolio Changes
Canadian Securities Course
CSC
RSE
CIRE
Investment Advisor Registration
Financial Markets

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