Junior Advisor - Montreal - Manulife Wealth

    Manulife Wealth
    Manulife Wealth Montreal

    2 weeks ago

    Description

    About the Company


    We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth structuring, delivered with professionalism, accountability, and a personal CFO approach. This is not a mass‑market advisory environment. We operate with high standards, a long‑term orientation, and a strong emphasis on trust, consistency, and execution.

    About the Role


    This role is designed for individuals whose objective is to build their own advisory practice from the ground up. Unlike many firms, this position is not structured around inheriting an existing book of business or managing legacy family portfolios. There is no expectation that you will step into pre‑existing client relationships. Instead, the focus is on learning how to originate, develop, and retain your own clients—supported by experienced advisors who have followed the same path and understand the realities of starting from scratch. You will begin in a junior, client‑facing role and progressively develop the skills required to build an independent practice over time. This role requires patience, discipline, and long‑term commitment.

    Responsibilities

    • Proactive outreach to prospective clients (primarily phone‑based)
    • Qualifying prospects and scheduling meetings with senior advisors
    • Participating in client meetings and planning discussions to observe, learn, and contribute
    • Preparing financial analyses and planning materials
    • Supporting investment implementation, retirement, tax, and estate planning workflows
    • Gradually assuming responsibility for client relationships you help originate and develop

    From the outset, your efforts are aligned with building a practice you can ultimately call your own.

    You will be mentored by advisors who have personally built their practices from the ground up and understand the challenges, trade‑offs, and discipline required at each stage.

    • Direct mentorship and structured coaching
    • Exposure to real client decision‑making and advisory execution
    • Support for licensing and professional education (CSC, CPH, etc.)
    • Progressive transition toward independent client responsibility

    This is closer to a professional apprenticeship than a traditional employment role.

    The role includes a modest fixed stipend to assist during the initial development phase. Over time, compensation increasingly reflects:

    • Clients you help originate and retain
    • Relationships you co‑manage with senior advisors
    • Your ability to assume responsibility for planning and servicing

    Candidates should be financially prepared to manage an early‑stage period where income is modest while skills, credibility, and client relationships are being built.

    Who This Role Is (and Is Not) For


    This role is well suited for individuals who:

    • Want to build a long‑term advisory practice of their own
    • Value mentorship from advisors who have been in their position
    • Are comfortable earning responsibility before earning scale
    • Are motivated by professional ownership rather than short‑term income

    This role is not suited for individuals who:

    • Expect to inherit an existing book of clients
    • Seek immediate, high, or guaranteed compensation
    • Prefer predefined roles over entrepreneurial responsibility
    • Are uncomfortable with outreach‑driven business development

    Qualifications

    • Strong communication and relationship‑building skills
    • Discipline, resilience, and long‑term focus
    • Genuine interest in wealth management and financial planning
    • Proficiency with Microsoft Office tools
    • Bachelor's degree or relevant business or sales experience preferred

    Next Steps


    We are selective by design. Candidates aligned with the long‑term objective of building their own practice will be invited to an introductory discussion with a senior advisor to review expectations, development milestones, and mutual fit. This role exists to develop independent advisors who build, own, and sustain their practices over time.

    Referrals increase your chances of interviewing at Manulife Wealth by 2x.

    Get notified about new Wealth Management Associate jobs in Montreal, Quebec, Canada.


    #J-18808-Ljbffr
  • Work in company

    Junior Advisor

    Only for registered members

    This role is designed for individuals who want to build a long-term advisory practice of their own and value mentorship from advisors who have been in their position. · This is not a traditional employment role but rather an apprenticeship-style opportunity where you will learn h ...

    Montreal

    2 months ago

  • Work in company

    Junior Technical Advisor

    National Bank

    A career as a Junior Technical Advisor (Paralegal) means supporting legal and operational teams in preparing and ensuring compliance of documents, while leveraging innovative technological tools. If you are passionate about the legal field and digital solutions, this role is for ...

    Montreal $40,000 - $60,000 (USD) per year Full time

    4 days ago

  • Work in company

    Junior Technical Advisor

    Only for registered members

    A career as a Junior Technical Advisor means supporting legal and operational teams in preparing and ensuring compliance of documents. · ...

    Montreal

    2 weeks ago

  • Work in company

    Junior Investment Advisor

    Only for registered members

    We are looking for ambitious individuals who want to build a career in wealth management. As an Investment Advisor you will have the opportunity to learn from experienced advisors and build strong client relationships. · ...

    Montreal

    2 weeks ago

  • Work in company

    Junior Technical Advisor

    Only for registered members

    A career as a Junior Technical Advisor (Paralegal) means supporting legal and operational teams in preparing and ensuring compliance of documents, while leveraging innovative technological tools. · ...

    Montréal, QC

    2 weeks ago

  • Work in company

    Junior Wealth Advisor-Conseiller Junior en Gestion de Patrimoine

    Only for registered members

    L'opportunité de carrière consiste à travailler comme conseiller en gestion de patrimoine junior pour Manuvie. · Rendre visite aux clients pour comprendre leurs portefeuilles. · Effectuer des prospections pour développer son réseau. · Gérer les relations avec les clients pour leu ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Junior Wealth Advisor-Conseiller Junior en Gestion de Patrimoine

    Only for registered members

    Opportunité de Carrière : Conseiller en Gestion de Patrimoine chez Manuvie · Vos Responsabilités : · Rencontres Clients : Établir des relations solides en examinant et en comprenant les portefeuilles de vos clients. · Gestion des Relations : Écouter et analyser les besoins des cl ...

    Montreal

    1 week ago

  • Work in company

    Junior Wealth Management Advisor

    Only for registered members

    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, · Develop and grow your client ba ...

    Montreal

    1 month ago

  • Work in company

    Junior Investment Advisor

    Only for registered members

    We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years, · We want to hear from you if you're an entrepreneurial individual ready to invest effort required to achieve your goals. · Your role will include: Business development ...

    Dorval

    1 month ago

  • Work in company

    Junior Investment Advisor

    Only for registered members

    We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years. · Business development through cold calling. · Implementing business development strategies to acquire new clients. · ...

    Dorval, Quebec

    1 month ago

  • Work in company

    Junior Financial Advisor

    Only for registered members

    About Us · We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and estate planning. · The Opportunity · Are you driven by a ...

    Dorval $87,120 (USD) per year

    1 week ago

  • Work in company

    Junior Wealth Management Advisor

    Only for registered members

    We are expanding our team and looking for motivated and entrepreneurial-minded individuals who are passionate about sales, business development and finance. This position is ideal for those looking to advance in the field of wealth management. · Meet with clients to review their ...

    Dorval

    1 month ago

  • Work in company

    Junior Wealth Management Advisor

    Only for registered members

    This is not your typical 9-to-5 job. We're looking for motivated, ambitious individuals who want to build their own book of business in wealth management. · We'll mentor you, train you and guide you every step of the way until you're ready to launch your own advisory practice. · ...

    Dorval

    1 month ago

  • Work in company

    Junior Wealth Management Advisor

    Only for registered members

    About the Company · Under the leadership of Mr. Camille Estephan, the branch has been recognized as the top-performing office within the Manulife Wealth Inc. network in Canada for several years. This outstanding performance is the result of the corporate culture that Mr. Estephan ...

    Dorval, Quebec

    9 hours ago

  • Work in company

    Junior Wealth Management Advisor

    Only for registered members

    We are expanding our team and looking for motivated and entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management. · ...

    Dorval, Quebec

    1 month ago

  • Work in company

    Junior digital marketing advisor

    Only for registered members

    Develop and implement content strategies for social media platforms. · ...

    Laval

    1 month ago

  • Work in company

    Associate Investment Advisor

    Only for registered members

    +Ce rôle n'est pas un soutien traditionnel ou administratif. · Le développement des affaires constitue son cœur. · +L'apprentissage de la construction et du suivi de portefeuilles · Développer votre propre pipeline clients/prospect · +Déveloper nouvelle relations clients actifem ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Team Lead

    Only for registered members

    · Team Lead (Mutual Funds) · Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise, team management experience, bilingualism, knowledge of registered products (RRSP, RRIF, etc.), and ability to thrive in a dynamic environ ...

    Montréal $90,000 - $135,000 (CAD) per year

    1 week ago

  • Work in company

    Team Lead

    Only for registered members

    · Team Lead (Mutual Funds) · Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise, team management experience, bilingualism, knowledge of registered products (RRSP, RRIF, etc.), and ability to thrive in a dynamic environ ...

    Montréal $90,000 - $135,000 (CAD) per year

    1 week ago

  • Le titulaire du poste veillera à l'exactitude et à la qualité de toutes les transactions financières et non financières... · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Senior Finance Professional

    Only for registered members

    Job summary · We are seeking experienced Finance Professionals to support a range of client opportunities across Canada. · ResponsibilitiesPreparing and reviewing monthly, quarterly, and annual financial reports. · ...

    Montreal Full time

    1 week ago

Jobs
>
Montréal