Junior Investment Advisor

Job summary

Develop business through cold calling and other strategies to acquire new clients, then build and manage a wealth management clientele. Analyze clients’ financial needs, objectives, risk tolerance, investment horizons, and financial strengths and weaknesses, and prepare financial projections.

Job details

Role: Junior Investment Advisor About us: We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years, consistently leading across Canada from coast to coast. Our team combines the agility and culture of a small business with the robust support of a leading multinational corporation. At the heart of our success is our commitment to company culture. We believe that a positive work environment, driven by effective leadership, clear communication, and well-defined processes, is crucial to our ongoing achievements. About the Job: Are you eager to kick-start a career in an industry brimming with limitless growth potential and income opportunities? If you are an entrepreneurial, self-driven individual ready to invest the effort required to achieve your goals, we want to hear from you! Our Investment Advisor Mentoring Program is crafted to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio and thrive as a wealth manager. Your role as a Junior Investment Advisor, will include: Business development through cold calling. Implementing business development strategies to acquire new clients. Analyzing clients' financial needs, objectives, risk tolerance, and investment horizon. Assessing clients' financial strengths and weaknesses to identify key success factors. Preparing financial projections. You will join a dynamic team dedicated to supporting each other in achieving and surpassing goals. Your mission will be to build and manage your own wealth management clientele. If you're a hard-working, motivated entrepreneur with a passion for success, this opportunity is for you! Send us your CV, and we look forward to meeting you.

What you’ll do

Develop business through cold calling and other strategies to acquire new clients, then build and manage a wealth management clientele. Analyze clients’ financial needs, objectives, risk tolerance, investment horizons, and financial strengths and weaknesses, and prepare financial projections.

Requirements

The posting does not specify formal education, prior experience, or licensing requirements; it describes a mentoring program that guides candidates through the licensing process. Candidates should be entrepreneurial, self-driven, hardworking, motivated, and interested in building a client portfolio in wealth management.

Listed skills

• Cold Calling · Preferred
• Business development · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Cold Calling
• Business Development
• Client Acquisition
• Financial Needs Analysis
• Risk Assessment
• Investment Planning
• Financial Projections
• Client Portfolio Management
• Communication
• Self-Motivation
• Entrepreneurship

Job areas

• Finance & Accounting
• Sales

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