Mentored Associate Investment Advisor: Grow Client Base - Montreal - Manulife Wealth

    Manulife Wealth
    Manulife Wealth Montreal

    5 days ago

    Full time
    Description

    A financial services firm in Montreal seeks a candidate for a business development role focused on learning to build and manage an advisory practice.

    This position emphasizes developing a pipeline of clients and offers mentorship from experienced advisors. Responsibilities include prospecting for new clients, participating in networking initiatives, and assisting with portfolio management and client relations. Ideal candidates are entrepreneurial, relationship-driven, and have a background in finance or sales.
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