Entry Level Investment Advisor Position Montreal (Canada)

Entry Level Investment Advisor Position Montreal (Canada)

25 Aug
|
Manulife Wealth
|
Canada

25 Aug

Manulife Wealth

Canada

Start your financial career as a Junior Investment Advisor in Montreal. This role is designed for those with an entrepreneurial spirit and a passion for wealth and retirement planning. Join a meticulous team at the forefront of wealth management.

You’ll receive guidance through a structured mentorship program, equipping you with skills necessary for building trust and fostering client relationships. This prospect is perfect for sales-oriented individuals eager to make a difference in clients' financial journeys. Key Responsibilities:
Initiate outreach to potential clients for meaningful discussions
Discover recent business prospects with advanced research tools
Collaborate on tailored client strategies with senior advisors
Contribute to both client service and business growth initiatives
Be involved in all phases of client planning processes Requirements:
Excellent communicator with relationship-building capabilities
Self-motivated, persistent, and easy with outreach
Entrepreneurial mindset with an interest in finance
Proficient with Microsoft Office
Bachelor’s degree or relevant business experience preferred Unlock your potential in a supportive workplace focused on mentorship and career development.

📌 Entry Level Investment Advisor Position Montreal (Canada)
🏢 Manulife Wealth
📍 Canada

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