Wealth Management Advisor

About the job

Wealth Management Advisor (Junior to Experienced)

📍 Dorval, QC | In‑Person | Full‑Time

Looking to build a career - not just land a job?

At Diligence Wealth Management, we believe that true wealth management goes beyond numbers. It's about building trust, creating clarity, and supporting long term financial success.

As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we bring together the strength and stability of a national platform with the personalized service of a high performing advisory team.

We are committed to delivering transparent advice, strategic guidance, and meaningful value to both our clients and our advisors, fostering lasting relationships built on integrity, professionalism, and results.

The Opportunity

This role is ideal for individuals who are:

• Ambitious and entrepreneurial
• Passionate about finance and investing
• Interested in building a long‑term advisory career
• Motivated to grow professionally and financially

You’ll work closely with experienced advisors, gaining hands‑on exposure to real client relationships while developing the skills needed to eventually manage your own book of business.

This is not a traditional corporate role. It’s a structured path toward independence, ownership, and long‑term career growth.

Key Responsibilities

• Supporting senior advisors with client service and meeting preparation
• Participating in client meetings and learning the advisory process
• Prospecting and developing new client relationships
• Gradually building your own client base with mentorship
• Delivering client‑focused financial solutions

(Responsibilities expand as experience, licensing, and confidence grow.)

What We Offer

• Performance‑based compensation with no income ceiling
• Structured onboarding and professional training
• Close mentorship from top‑performing advisors
• Clear path toward independence and book ownership
• Supportive environment for early‑career advisors as they build momentum

What We're Looking For

• Post‑secondary education (required)
• Ideally, a degree in Finance, Business, Economics, or related field (strong asset, not mandatory)
• Strong communication and relationship‑building skills
• Entrepreneurial mindset and coachability
• Willingness to obtain required securities licensing (CSC, CIRO)

Finance or business education is an asset, but ambition and discipline matter most.

⭐ Why Join Diligence?

You’ll be empowered to build something of your own, supported by a firm that invests heavily in its advisors. If you’re driven, coachable, and ready to commit to long‑term success, we’d love to hear from you.

📩 Apply directly through LinkedIn or message me via LinkedIn DM.

#WealthManagement #FinancialAdvisor #FinanceCareers #MontrealJobs #EntrepreneurialCareers

Requirements added by the job poster

• Bachelor's Degree