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Manulife Wealth

Verified Job Source

Oakville, Ontario

Financial Services
1,001–5,000 people

About

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

Open positions

Junior Investment Advisor

On-site · Dorval

The role focuses on building and managing a wealth management clientele through business development and cold calling. Responsibilities include analyzing clients' financial needs, risk tolerance, and preparing financial projections.

Conseiller en Gestion de Patrimoine - Junior et Expérimenté

On-site · Montréal

The role involves driving business growth through prospecting and building a loyal client base. Responsibilities include preparing financial planning documents, performance reports, and assisting senior advisors with high-net-worth clients.

Conseiller en Placement Junior

On-site · Montréal

The role involves prospecting and building a loyal client base while monitoring stock market trends to provide investment advice. The advisor will execute trades for stocks, bonds, and other investment products to help clients achieve their financial goals.

Junior Investment Advisor Opportunity

On-site · Montréal

Develop and grow a client base through prospecting and community engagement while building tailored financial strategies. Conduct portfolio reviews and analyze market trends to provide informed investment advice to clients.

Wealth Management Advisor

On-site · Dorval

Support senior advisors with client service and meeting preparation while gradually building a personal client base. Deliver client-focused financial solutions and prospect for new relationships under professional mentorship.

Conseiller en Placements

On-site · Dorval

The role involves prospecting potential clients, qualifying leads, and managing the CRM to schedule appointments. Additionally, the candidate will analyze investment portfolios, create financial projections, and assist the senior advisor in client meetings.

Junior Investment Advisor

On-site · Montréal

The role involves proactively identifying and reaching out to potential clients to build a personal wealth management practice. You will collaborate with senior advisors to design tailored investment, retirement, and tax strategies for high-net-worth clients.

Junior Investment Advisor

On-site · Calgary

The role involves proactively reaching out to potential clients and collaborating with senior advisors to develop tailored wealth, tax, and retirement strategies. The advisor will contribute to business development initiatives and build a personal practice through a rigorous mentorship program.

Wealth Management Advisor (Junior to Experienced)

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.

Junior Investment Advisor

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…

Wealth Management Advisor (Junior to Experienced)

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.

Wealth Management Advisor (Junior to Experienced)

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.