Associate Investment Advisor - Montreal (administrative region) - Manulife Wealth

Description

This role is not a traditional support or administrative position. Business development is at the core of this role. You will be mentored directly by me and my team across every aspect of the advisory business, from prospecting and client acquisition to portfolio construction, retirement projections, and ongoing client servicing.

What this role is really about

• Learning how to build, grow, and manage an advisory practice
• Developing your own pipeline of prospects and future clients
• Receiving direct mentorship from experienced advisors who have built a practice from the ground up

Primary responsibilities

• Actively prospect and develop new client relationships
• Participate in outreach initiatives, referrals, and networking activities
• Learn how to position investment strategies and long term solutions to clients
• Gradually transition prospects into ongoing advisory relationships

Training and mentorship

• Learn portfolio construction and asset allocation across equity and fixed income investments
• Assist with retirement projections and long term financial strategies
• Participate in client meetings, follow ups, and ongoing relationship management
• Support transaction execution, portfolio rebalancing, and documentation
• Learn compliance, operational, and best practice standards

Who this role is for

• Entrepreneurial, relationship driven, and business development focused
• Comfortable with outreach, follow ups, and building relationships from scratch
• Highly disciplined, accountable, and self motivated
• High level of integrity and professionalism
• 0 to 3 years of experience in finance, sales, or wealth management

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