Financial Advisor

Job summary

The Junior Investment Advisor is responsible for developing new business through proactive outreach and cold calling while managing a client portfolio. They will also analyze client financial needs to provide customized wealth strategies and retirement planning.

Job details

Junior Investment Advisor (Full-Time Opportunities & Undergraduate/ Final year Internship Opportunities) Location: 3300 Bloor St W, Etobicoke, ON M8X 2X3 About UsWe are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-four years with $15B in assets under management. Since 2002, our #1 wealth management team has been committed to helping clients achieve financial well-being through portfolio management, retirement planning, estate planning, and tax reduction strategies.Our team combines the culture of a small business with the strength and support of a leading multinational corporation. About the OpportunityAre you eager to launch a career in an industry offering unlimited growth and income potential?Our Investment Advisor Mentorship Program is designed to guide you through the licensing process and equip you with the knowledge, tools, and practical skills needed to build and manage a successful client portfolio. We are currently offering full-time positions and internships for motivated individuals ready to invest in a high-performance career. Your Role as a Junior Investment AdvisorAs part of our team, you will: Develop new business through proactive outreach and cold calling Implement strategic business development strategies to acquire new clients Analyze clients’ financial needs, objectives, risk tolerance, and investment horizons Assess financial strengths and identify key opportunities Prepare financial projections and customized wealth strategies Build and manage your own wealth management clientele You will join a dynamic, goal-oriented team dedicated to supporting one another in achieving and surpassing targets. This Career Is for You If: You are passionate about financial markets and the economy You possess a strong entrepreneurial mindset and desire financial independence You want performance-based rewards aligned with your effort You are willing to invest significant time and energy into long-term success You demonstrate integrity, ambition, and strong interpersonal skills If you are a driven, motivated entrepreneur with a passion for success and client service, we want to hear from you.Send us your CV (l.tran@manulifewealth.ca) and begin building your future in wealth management today.

What you’ll do

The Junior Investment Advisor is responsible for developing new business through proactive outreach and cold calling while managing a client portfolio. They will also analyze client financial needs to provide customized wealth strategies and retirement planning.

Requirements

Candidates should possess a strong entrepreneurial mindset, integrity, and a passion for financial markets. The role requires individuals willing to undergo a licensing process and invest significant energy into building a successful client base.

Listed skills

• Customer service · Preferred
• interpersonal skills · Preferred
• Financial analysis · Preferred
• Cold Calling · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Portfolio management
• Retirement planning
• Estate planning
• Tax reduction strategies
• Business development
• Cold calling
• Financial analysis
• Wealth management
• Client acquisition
• Financial projections
• Risk assessment
• Entrepreneurial mindset
• Interpersonal skills
• Client service

Job areas

• Finance & Accounting
• Sales
• Management & Leadership