Junior Investment Advisor Opportunity

Montréal, QC
On-site
Posted Oct 9, 2026
1 position

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Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Minimum education: Bachelor’s degree
Posting language: English
Working hours: 40 hours per week
Seniority: Mid-Senior level
Application method: Direct apply is available

Job summary

Build and grow a client base through prospecting, referrals, and community engagement, and develop tailored financial strategies for clients. Conduct portfolio reviews, provide ongoing guidance, analyze investment opportunities, and collaborate with senior advisors and specialists.

Job details

About the Company At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized approach of a boutique advisory firm. Our mission is to help clients achieve financial clarity and long-term success through disciplined planning, transparent advice, and strategic investment management. We operate with integrity, professionalism, and a deep commitment to excellence — values that guide everything we do for our clients and our advisors alike. About the Role This is not a traditional “plug-and-play” advisory role — it is a ground-up opportunity designed for individuals who are motivated to build something of their own over time. As a Junior Wealth Management Advisor, you will begin by learning the foundations of the industry while developing your own client base from the ground up. This role requires a high level of initiative, consistency, and resilience in the early stages, with the understanding that long-term success is built through discipline and persistence. You will be supported through mentorship, structure, and guidance from experienced advisors, but ultimately, your growth will be driven by your ability to take ownership of your development and business-building efforts. This opportunity is best suited for individuals who are early in their careers, highly driven, and motivated by long-term entrepreneurial success rather than immediate stability or structure. Responsibilities Develop and grow your client base through consistent prospecting, referrals, and community engagement Build tailored financial strategies aligned with each client’s goals, risk tolerance, and life stage Conduct portfolio reviews and provide ongoing guidance to clients Analyze market trends and investment opportunities to deliver informed advice Collaborate with senior advisors and specialists to enhance the client experience What We Offer A unique opportunity to build your own business within a structured and supportive environment Hands-on mentorship and training focused on long-term development A flexible, entrepreneurial setting that rewards discipline, initiative, and consistency A clear path toward independence and ownership of your practice Exposure to real client scenarios early in your career Compensation & Growth Performance-based compensation with no ceiling, aligned with your effort and results Early-stage development focused on building long-term recurring revenue Access to experienced mentors and a national advisory network Who This Is For Individuals at the start of their professional journey who are eager to learn and grow Self-starters who are comfortable with building relationships and developing business over time Candidates who value long-term opportunity over short-term certainty Those motivated by entrepreneurship, personal growth, and creating something of their own Qualifications Bachelor’s degree (Commerce, Engineering, or other relevant field) Strong communication skills and a willingness to engage with clients High level of motivation, discipline, and coachability

What you’ll do

Requirements

A bachelor’s degree in Commerce, Engineering, or another relevant field is requested. Candidates should have strong communication skills and demonstrate motivation, discipline, coachability, and willingness to engage with clients.