Manulife Wealth provides Canadians with access to financial advice and strategies tailored to their individual circumstances and life stages. As a Manulife Wealth client, you benefit from the resources and expertise of Manulife, a global financial services organization with a network of approximately 1,000 independent advisors nationwide and a variety of expertise spanning public and private markets. Manulife Private Wealth looks to serve the unique needs of high-net-worth individuals and families with specialized investment counselling tailored to their needs. With access to private banking, financial planning, insurance, and tax and estate planning, Manulife Private Wealth helps to deliver highly specialized solutions designed for complex financial situations. To learn more about Manulife Private Wealth’s capabilities and how we can help you grow, preserve, and transition your wealth, visit https://www.manulife.com/ca/en/personal/wealth/private-wealth Disclaimers: https://www.manulife.com/ca/en/about-us/legal Social media policy: https://www.manulife.com/ca/en/about-us/social-media-policy
On-site · Montréal
The role involves assessing clients' financial needs to develop personalized financial plans and strategies. The planner will provide expert advice on wealth management, investments, and estate planning to help clients achieve their goals.
On-site · Dorval
Manage administrative, client-service, and compliance workflows for a wealth management practice. This includes coordinating client meetings, processing account documentation, and ensuring regulatory adherence for KYC and AML requirements.
On-site · Calgary
Proactively identify and reach out to potential clients to build a personal practice in wealth management. Collaborate with senior advisors to design tailored investment, tax, and retirement strategies for high-net-worth clients.
On-site · Dorval
The role involves helping clients make better financial decisions and achieve their financial goals. It includes exposure to client relationships and financial planning strategies.
On-site · Montréal
The Wealth Management Advisor will work alongside experienced advisors, gaining hands-on experience and exposure to client relationships and financial planning strategies. The role includes a clear path toward building and managing a personal book of business.
On-site
🚨 We're Hiring: Junior Investment Advisor 🚨 This isn't a typical 9-to-5 opportunity. It's for someone with exceptional ambition who wants to build an extraordinary career in wealth management. Diligence Wealth Management, part of Manulife Wealth Inc., has over 20 years of experience and more than $14 billion in assets under administration. As the largest Manulife Wealth branch in Canada, our success is built on strong leadership, collaboration, continuous learning, and a long-term growth mindset. We're looking for a driven, entrepreneurial individual who is willing to outwork the competit…
On-site · Montréal
Wealth Management Advisors will work alongside experienced advisors, gaining hands-on experience and exposure to client relationships and financial planning strategies. They will also have a clear path toward building and managing their own book of business.
On-site · Dorval
The role involves supporting senior advisors with client service and meeting preparation, participating in client meetings, and gradually building your own client base with mentorship. Responsibilities expand as experience, licensing, and confidence grow.
