Associate & Junior Investment Advisor

About:

Diligence Wealth Management, operating under Manulife Wealth, oversees more than $15 billion in assets under management. We are looking for an ambitious, entrepreneurial individual to join our team through a mentorship-driven role designed to develop the next generation of investment advisors.

Working directly alongside experienced advisors, the successful candidate will develop expertise in wealth management while contributing to business development and new client acquisition.

Key responsibilities:

• Develop new business opportunities and build client relationships.
• Learn and apply the principles of wealth management, including retirement, tax and estate planning, and portfolio management.
• Participate in financial planning, investment analysis and client advisory activities.
• Support the growth and development of the practice alongside experienced advisors.

Who we're looking for:

• An entrepreneurial mindset, with strong initiative and a drive to succeed.
• A genuine interest in financial markets, wealth management and investing.
• Strong communication skills and an interest in business development and sales.
• A willingness to learn, take ownership and build a long-term career in the industry.
• A background in finance, business or economics is an asset.
• Graduate students or recent graduates may be considered, depending on their academic background, experience..

Assets: Experience in sales or business development; relevant industry licensing or registration, including CIRO registration and applicable Canadian securities regulatory credentials.

The opportunity:

• This is an opportunity to learn directly from experienced investment advisors, develop practical wealth management expertise and build the business development skills required to grow a successful advisory practice.