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Added 20 mins ago
MW
Junior Investment Advisor Opportunity
Manulife Wealth
Montreal, QC
- Full-time
Added 6 days ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
Added 9 days ago
MW
Office Manager
Manulife Wealth
Calgary, AB
- Full-time
Added 16 days ago
MW
Junior Investment Advisor
Manulife Wealth
Calgary, AB
- Full-time
Added 17 days ago
MW
Conseiller(ère) en placement junior
Manulife Wealth
Dorval, QC
- Full-time
Added 17 days ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
For recent graduates, applicants must have completed their studies and be legally eligible to work full-time in Canada
Added 18 days ago
MW
Career in Wealth Management
Manulife Wealth
Canada
- Full-time
Added 20 days ago
MW
Conseiller en Placement Junior
Manulife Wealth
Montreal, QC
- Full-time
Added 20 days ago
MW
Wealth Management Advisor
Manulife Wealth
Dorval, QC
- Full-time
Added 21 days ago
MW
Conseiller en Placement Junior
Manulife Wealth
Montreal, QC
- Full-time
Added 21 days ago
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Junior Investment Advisor Opportunity
Manulife Wealth
Montreal, QC
- Full-time
Added 22 days ago
MW
Associate Advisor / Conseiller associé
Manulife Wealth
Montreal, QC
- Full-time
Added 22 days ago
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Wealth Management Associate - November
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 26 days ago
MW
Associate & Junior Investment Advisor
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 27 days ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
Added 27 days ago
MW
Junior Advisor
Manulife Wealth
Montreal, QC
- Full-time
Added 29 days ago
MW
Associate Investment Advisor
Manulife Wealth
Pointe-Claire, QC
- Full-time
Complete the CIRO training, exams, and registration required to advise clients
Added 29 days ago
MW
Conseiller(ère) junior en gestion de patrimoine
Manulife Wealth
Dorval, QC
- Full-time
Added 29 days ago
MW
Administrative Assistant
Manulife Wealth
Montreal, QC
- Full-time
Added 29 days ago
MW
Wealth Management Associate
Manulife Wealth
Dorval, QC
- Full-time
Added 29 days ago
MW
Associate Investment Advisor
Manulife Wealth
Montreal, QC
- Full-time
Added 1 month ago
MW
Advisor - Conseiller(ère) | Manulife Wealth
Manulife Wealth
Montreal, QC
- Full-time
Added 1 month ago
MW
Operations Manager
Manulife Wealth
Calgary, AB
- Full-time
Added 1 month ago
MW
Junior Investment Advisor
Manulife Wealth
Calgary, AB
- Full-time
Added 1 month ago
MW
Conseiller(ère) en gestion de patrimoine (Junior à expérimenté)
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Volonté d'obtenir les permis et accréditations requis (CCVM, CIRO)

Manulife Wealth

Junior Investment Advisor Opportunity

Montreal, QC, Canada

Full-time

Apply on LinkedIn About employer

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Job details

Job type: Full-time
Apply by: Dec 11, 2026
Posting language: English
Posted: Nov 11, 2026

Original job description

About the Company

At Diligence Wealth Management, we believe that true wealth management is about more than numbers - it’s about people, purpose, and building lasting legacies.

As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized approach of a boutique advisory firm.

Our mission is to help clients achieve financial clarity and long-term success through disciplined planning, transparent advice, and strategic investment management. We operate with integrity, professionalism, and a deep commitment to excellence - values that guide everything we do for our clients and our advisors alike.

About the Role

This is not a traditional “plug-and-play” advisory role - it is a ground-up opportunity designed for individuals who are motivated to build something of their own over time.

As a Junior Wealth Management Advisor, you will begin by learning the foundations of the industry while developing your own client base from the ground up. This role requires a high level of initiative, consistency, and resilience in the early stages, with the understanding that long-term success is built through discipline and persistence.

You will be supported through mentorship, structure, and guidance from experienced advisors, but ultimately, your growth will be driven by your ability to take ownership of your development and business-building efforts.

This opportunity is best suited for individuals who are early in their careers, highly driven, and motivated by long-term entrepreneurial success rather than immediate stability or structure.

Responsibilities

Develop and grow your client base through consistent prospecting, referrals, and community engagement
Build tailored financial strategies aligned with each client’s goals, risk tolerance, and life stage
Conduct portfolio reviews and provide ongoing guidance to clients
Analyze market trends and investment opportunities to deliver informed advice
Collaborate with senior advisors and specialists to enhance the client experience

What We Offer

A unique opportunity to build your own business within a structured and supportive environment
Hands-on mentorship and training focused on long-term development
A flexible, entrepreneurial setting that rewards discipline, initiative, and consistency
A clear path toward independence and ownership of your practice
Exposure to real client scenarios early in your career

Compensation & Growth

Performance-based compensation with no ceiling, aligned with your effort and results
Early-stage development focused on building long-term recurring revenue
Access to experienced mentors and a national advisory network

Who This Is For

Individuals at the start of their professional journey who are eager to learn and grow
Self-starters who are comfortable with building relationships and developing business over time
Candidates who value long-term opportunity over short-term certainty
Those motivated by entrepreneurship, personal growth, and creating something of their own

Qualifications

Bachelor’s degree (Commerce, Engineering, or other relevant field)
Strong communication skills and a willingness to engage with clients
High level of motivation, discipline, and coachability

Apply on LinkedIn About employer

More about this job

Responsibilities

Build and grow a client base through prospecting, referrals, and community engagement, and develop financial strategies tailored to clients’ goals, risk tolerance, and life stages. Review portfolios, provide ongoing client guidance, analyze markets and investment opportunities, and collaborate with senior advisors and specialists.

Requirements

A bachelor’s degree in Commerce, Engineering, or another relevant field is required. Candidates should have strong communication skills, motivation, discipline, coachability, and a willingness to engage with clients and develop business over time.

Skills

Client Prospecting
Relationship Building
Financial Planning
Investment Management
Portfolio Reviews
Market Analysis
Client Communication
Business Development
Community Engagement
Risk Assessment
Strategic Planning
Discipline
Initiative
Resilience
Coachability

Benefits

Mentorship and Training
Flexible Work Environment
Performance-Based Compensation
Unlimited Earning Potential
National Advisory Network

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Advisory
Financial Planning
Investment Management
Client Base Development
Prospecting
Referrals
Community Engagement
Financial Strategies
Risk Tolerance
Portfolio Reviews
Market Trends
Investment Opportunities
Client Guidance
Business Development
Recurring Revenue
Entrepreneurship
Mentorship
Manulife Wealth
Client Experience

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