06 Sep
|
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie
|
Toronto
06 Sep
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie
Toronto
We are expanding our team with a new office launch at 3300 Bloor Street West and looking for highly driven individuals who want to build a long‑term career in wealth management the right way. But by building something of your own—with the support, mentorship, and platform of an established, top‑performing team.
At Diligence Wealth
Management ( we believe that true wealth management is about more than numbers—it’s about people, trust, and building long‑term relationships. we combine the strength of a national institution with the personalized approach of a boutique advisory practice. Managing over $14 billion in client assets across two offices, our growth rate is unmatched, bringing in approximately $180 million in new assets every month. We have mastered the art of turning young graduates into top producers.
This is a performance‑driven environment. It requires outreach, resilience, and a willingness to be uncomfortable early on.
Marketing
Assistant (The Building Phase). Before becoming licensed, you will be hired as a Marketing Assistant. You will earn a base of $600/week plus a bonus structure tied directly to your results. You will work directly with a senior advisor, gaining hands‑on exposure to prospecting, client relationships, and business development.
Your primary goal during this phase is to acquire clients, grow your practice, and study to get fully licensed. Phase 2: Investment Advisor (The Growth Phase).
Once licensed and established, you will transition out of Marketing Assistant role and become an official Investment Advisor.
At this stage, your income will transition to the commissions generated by your own book of business. Prospect and develop new client relationships primarily through cold calling, outreach, and referrals. Qualify prospects and schedule meetings with senior advisors.
Participate in client meetings and contribute to financial planning discussions. Analyze client financial situations, including goals, risk tolerance, and time horizons. Support the development of tailored financial strategies and investment recommendations.
Collaborate with senior advisors to deliver a full wealth management experience while actively working toward your own licensing. A structured path to building your own business within a $14B+ national platform. A high‑performance environment that rewards discipline, consistency, and results.
A long‑term path toward true independence, financial growth, and professional ownership. New graduates or early‑career professionals ready to outwork their peers. A Bachelor’s degree in Business, Commerce, Economics, Engineering, or a related field is preferred.
If you are reliable about building a highly lucrative career in wealth management and are prepared to commit to the process, apply below. Bachelor’s Degree (required)
📌 FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR (Toronto)
🏢 Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie
📍 Toronto