Junior Wealth Management Advisor
Top Benefits
About the role
About the Company
Under the leadership of Mr. Camille Estephan, the branch has been recognized as the top-performing office within the Manulife Wealth Inc. network in Canada for several years. This outstanding performance is the result of the corporate culture that Mr. Estephan has instilled in every member of his team. Each team member has been carefully handpicked and trained in a spirit of rigorous discipline, meticulous work, and in-depth analysis, setting them apart from the competition. This exemplary approach places Mr. Estephan’s office in a league of its own and provides genuine added value for both clients and advisors alike.
About the Role
If you are passionate about sales, business development and finance this opportunity is for you! We are expanding our team and looking for motivated and entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management.
Responsibilities
- Meet with clients to review their portfolios.
- Prospect targeted clients.
- Manage client relationships by understanding their needs and offering products and services that align with their goals.
- Contribute to business objectives by attracting, recruiting, and retaining clients and referrals.
- build your own clients book.
Qualifications
- High school diploma required.
- Registration for the Canadian Securities Course (CSC) with CSI.
Required Skills
- Strong analytical, problem-solving skills, and client-focused orientation.
- Strong time management, autonomy, and initiative.
- Excellent ability to summarize and simplify information.
- Rigor, integrity, professional ethics, and a strong commitment to work.
- Motivation to excel.
What We Offer -
- Work with an exceptional team.
- Earn income based on your efforts.
- Financial help during the formation.
- Achieve professional fulfillment.
- Training and mentorship.
- Build and manage your own client base as soon as you're ready.
- Possibility of remote work (to be discussed).
- Dynamic work environment and modern offices.
Benefits -
- Ongoing training program.
- Comprehensive onboarding program for new advisors.
- Performance-based compensation (no salary cap).
- Opportunities for career growth.
- A stimulating work environment within a dynamic team.
- Competitive salary and performance-based bonuses.
Schedule : Monday to Friday, flexible hours.
Manulife Wealth is committed to providing you with the opportunity to follow an accelerated training program to build a career that matches your ambitions.
We look forward to discussing with you!
About Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Sous la direction visionnaire de M. Camille Estephan, Diligence Gestion de patrimoine se distingue comme le plus grand bureau du réseau Gestion de patrimoine Manuvie au Canada. Cette performance d'exception émane d'une culture d'entreprise fondée sur l'excellence, l’expertise et le dépassement de soi.
Notre marque distinctive repose sur une approche unique où chaque membre de l'équipe est soigneusement sélectionné et formé selon les plus hauts standards du secteur. La discipline rigoureuse, le travail méticuleux et l'analyse approfondie sont les piliers qui façonnent notre quotidien et nous démarquent dans l'industrie.
Cette quête du plus haut standard place notre bureau dans une classe à part, créant une valeur exceptionnelle tant pour nos clients que pour les conseillers qui choisissent de se joindre à notre équipe. Chez nous, l'excellence n'est pas qu'un objectif - c'est notre identité.
Manuvie, Manuvie & M stylisé, le M stylisé et Gestion de patrimoine Manuvie sont des marques de commerce de La Compagnie d’Assurance-Vie Manufacturers et sont utilisées par elle, ainsi que par ses sociétés affiliées sous licence.
Junior Wealth Management Advisor
Top Benefits
About the role
About the Company
Under the leadership of Mr. Camille Estephan, the branch has been recognized as the top-performing office within the Manulife Wealth Inc. network in Canada for several years. This outstanding performance is the result of the corporate culture that Mr. Estephan has instilled in every member of his team. Each team member has been carefully handpicked and trained in a spirit of rigorous discipline, meticulous work, and in-depth analysis, setting them apart from the competition. This exemplary approach places Mr. Estephan’s office in a league of its own and provides genuine added value for both clients and advisors alike.
About the Role
If you are passionate about sales, business development and finance this opportunity is for you! We are expanding our team and looking for motivated and entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management.
Responsibilities
- Meet with clients to review their portfolios.
- Prospect targeted clients.
- Manage client relationships by understanding their needs and offering products and services that align with their goals.
- Contribute to business objectives by attracting, recruiting, and retaining clients and referrals.
- build your own clients book.
Qualifications
- High school diploma required.
- Registration for the Canadian Securities Course (CSC) with CSI.
Required Skills
- Strong analytical, problem-solving skills, and client-focused orientation.
- Strong time management, autonomy, and initiative.
- Excellent ability to summarize and simplify information.
- Rigor, integrity, professional ethics, and a strong commitment to work.
- Motivation to excel.
What We Offer -
- Work with an exceptional team.
- Earn income based on your efforts.
- Financial help during the formation.
- Achieve professional fulfillment.
- Training and mentorship.
- Build and manage your own client base as soon as you're ready.
- Possibility of remote work (to be discussed).
- Dynamic work environment and modern offices.
Benefits -
- Ongoing training program.
- Comprehensive onboarding program for new advisors.
- Performance-based compensation (no salary cap).
- Opportunities for career growth.
- A stimulating work environment within a dynamic team.
- Competitive salary and performance-based bonuses.
Schedule : Monday to Friday, flexible hours.
Manulife Wealth is committed to providing you with the opportunity to follow an accelerated training program to build a career that matches your ambitions.
We look forward to discussing with you!
About Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Sous la direction visionnaire de M. Camille Estephan, Diligence Gestion de patrimoine se distingue comme le plus grand bureau du réseau Gestion de patrimoine Manuvie au Canada. Cette performance d'exception émane d'une culture d'entreprise fondée sur l'excellence, l’expertise et le dépassement de soi.
Notre marque distinctive repose sur une approche unique où chaque membre de l'équipe est soigneusement sélectionné et formé selon les plus hauts standards du secteur. La discipline rigoureuse, le travail méticuleux et l'analyse approfondie sont les piliers qui façonnent notre quotidien et nous démarquent dans l'industrie.
Cette quête du plus haut standard place notre bureau dans une classe à part, créant une valeur exceptionnelle tant pour nos clients que pour les conseillers qui choisissent de se joindre à notre équipe. Chez nous, l'excellence n'est pas qu'un objectif - c'est notre identité.
Manuvie, Manuvie & M stylisé, le M stylisé et Gestion de patrimoine Manuvie sont des marques de commerce de La Compagnie d’Assurance-Vie Manufacturers et sont utilisées par elle, ainsi que par ses sociétés affiliées sous licence.