Advisor - Conseiller(ère) | Manulife Wealth

Job summary

Grow a client base through prospecting and referrals, participate in client meetings with senior advisors, and prepare financial planning files and performance reports. Progress toward independently managing a book of business.

Job details

Manulife Wealth Inc. Montreal | Full-Time | In-Person | Self-Employed Status | Junior or Experienced We're growing and looking for our next rising star. If this sounds like you, we'd love to hear from you. No need to tick every box; if you're curious and motivated, reach out. If you have a true entrepreneurial spirit and the desire to learn from seasoned mentors, this opportunity could transform your career. WHAT YOU'LL DO ✅ Grow your client base through active prospecting and referrals ✅ Join client meetings alongside senior advisors ✅ Prepare financial planning files and performance reports ✅ Progress toward independently managing your own book of business WHAT WE OFFER ✅ Base salary + commission, depending on your experience ✅ Direct mentorship from seasoned advisors from day one ✅ A structured path toward independence ✅ Access to best-in-class analytical tools ✅ A special arrangement will be put in place for experienced advisors A MULTIDISCIPLINARY TEAM You'll work alongside financial planners (CFP, Pl. Fin.), portfolio managers (CIM and CFA), and other finance professionals. WHAT WE'RE LOOKING FOR ✅ Post-secondary degree (Finance, Economics or Business: an asset) ✅ CSC completed or in progress; CIRO exams (RSE/CIRE): a strong asset ✅ Bilingual French/English (asset) ✅ Comfortable with prospecting, motivated by client relationships, and ethical EQUAL OPPORTUNITY We are committed to equal opportunity and encourage all qualified individuals to apply. Accommodations are available upon request at every stage of the selection process. #WealthManagement #CareerOpportunity #Dorval #MontrealJobs #Manulife #Finance

What you’ll do

Grow a client base through prospecting and referrals, participate in client meetings with senior advisors, and prepare financial planning files and performance reports. Progress toward independently managing a book of business.

Requirements

A post-secondary degree is sought, with Finance, Economics, or Business considered an asset. The Canadian Securities Course (CSC) must be completed or in progress; CIRO exams are a strong asset, as are French-English bilingualism, comfort with prospecting, motivation to build client relationships, and ethical conduct.

Benefits

• Base Salary Plus Commission
• Mentorship
• Structured Path Toward Independence
• Analytical Tools

Listed skills

• Client Relationship Management · Preferred
• Financial planning · Preferred
• Performance Reporting · Preferred
• Business development · Preferred
• Bilingual communication · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Prospecting
• Referral Development
• Client Relationship Management
• Financial Planning
• Performance Reporting
• Business Development
• Ethical Conduct
• Bilingual Communication
• Financial Analysis

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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