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Wealth Management Advisor (Junior to Experienced)

  • Greater Montreal Metropolitan Area, QC, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

πŸš€ We're Hiring: Wealth Management Advisor (Junior to Experienced)

πŸ“ Dorval, QC | Full-Time | In-Person

Looking to build a career, not just find a job?

At Diligence Wealth Management, we believe wealth management is about more than investments. It's about helping people make better financial decisions, achieve their goals, and build lasting financial security.

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 platform with the personalized approach of a growing, entrepreneurial advisory team.

We are currently seeking ambitious and motivated individuals who are interested in building a long-term career in wealth management.

Whether you're just starting your professional journey or already have industry experience, we offer a structured path to growth, mentorship, and eventual independence.

What You'll Gain:

βœ… Hands-on experience working alongside experienced advisors

βœ… Ongoing mentorship and professional development

βœ… Exposure to real client relationships and financial planning strategies

βœ… A clear path toward building and managing your own book of business

βœ… Performance-based compensation with significant long-term earning potential

What We're Looking For:

  • Entrepreneurial and highly motivated individuals
  • Strong communicators who enjoy building relationships
  • Passion for finance, investing, and helping others
  • Coachable professionals committed to continuous learning
  • Bachelor's degree required
  • Finance, Business, Economics, or related studies are considered strong assets
  • Willingness to obtain required industry licensing (CSC, CIRO)
  • Previous wealth management experience is not required for junior candidates. We welcome recent finance or business school graduates looking to build a long-term career in the financial services industry. A bachelor's degree is also required.

Why Diligence Wealth Management?

Our advisors are supported by an experienced team of portfolio managers, financial planners, insurance specialists, tax professionals, and administrative staff. We invest heavily in the development of our people because we believe long-term success is built through mentorship, collaboration, and professionalism.

If you're looking for an opportunity to build something meaningful and create a rewarding long-term career, we'd love to hear from you.

πŸ“© Apply directly through LinkedIn or send me a message to learn more.

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More about this job

Responsibilities

The Wealth Management Advisor will build and manage client relationships while implementing financial planning strategies. They will work alongside experienced advisors to develop their own book of business and provide comprehensive financial guidance.

Requirements

Candidates must hold a bachelor's degree and demonstrate strong communication and entrepreneurial skills. A willingness to obtain industry licensing such as CSC and CIRO is required.

Skills

  • Financial planning
  • Investment strategies
  • Relationship building
  • Communication
  • Entrepreneurship
  • Coaching
  • Financial analysis

Benefits

  • Mentorship
  • Professional development
  • Performance-based compensation

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Management & Leadership
  • Consulting

Keywords

  • Wealth Management
  • Financial Advisor
  • Investments
  • Insurance
  • Financial Planning
  • Portfolio Management
  • CSC
  • CIRO
  • Manulife Wealth Inc
  • Entrepreneurial
  • Mentorship
  • Client Relations
  • Finance
  • Business
  • Economics
  • Tax Professionals

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