Posted 5 days ago
Junior investment advisor
@ Manulife Wealth inc. – Diligence Wealth Management
Dorval, Quebec
Overview
Manulife Wealth – Diligence Wealth Management is hiring a junior investment advisor who will build their own clientele of entrepreneurs and professionals while training toward an independent practice within 12 to 24 months. The work involves prospecting by phone and in person, booking meetings for senior advisors, and preparing portfolio and retirement planning analyses. The posting states full-time or per diem employment with long days expected at the start, and recurring income from each client brought in. No salary is stated.
Pay:
$50,000–$200,000 a year
Responsibilities:
- Reach out to entrepreneurs and professionals to book meetings
- Prepare portfolio and retirement planning analyses
- Build pipeline with tools and databases
- Build own clientele generating recurring income
Requirements summary:
- Entrepreneurial spirit and drive
- Comfortable meeting new people
- Resilience to rejection
- Willing to work long days, especially at start
Tools & skills
Benefits mentioned
Source and dates
Job-board feed · jobillico
- Employer posting date
- 2026-11-02
- First seen by our source
- 2026-11-06
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Perks mentioned | Retirement plan, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Manulife Wealth inc. – Diligence Wealth Management
| Field | Value |
|---|---|
| Open jobs on Jobsy | 4 |
Your first client is yours. From day one.
Every client you bring in generates long-term recurring income. And they stay with you when you become an independent investment advisor.
At Diligence Wealth Management, Manulife Wealth’s largest office in Canada, this is where it starts.
What you build here
- From day one, a clientele of entrepreneurs and professionals that belongs to you.
- Long-term recurring income on every client you bring in.
- Business value that grows with every new client.
- Within 12 to 24 months, your own practice as an independent investment advisor.
- Then, managing your own clientele and your own team.
How we get you there
- Coaching from some of Canada’s top-performing investment advisors.
- A business development method proven over 20 years.
- Technical training on real files: retirement, portfolios, tax, insurance, estate planning.
- A team that supports you every day, especially when you’re starting out.
Your day-to-day
- Reach out to entrepreneurs and professionals to book meetings with a senior investment advisor.
- Prepare the portfolio and retirement planning analyses for these files.
- Build your pipeline with our tools and databases.
This is for you if…
- You have an entrepreneurial spirit and want to build something big, something that grows in value for decades.
- You’re at ease meeting new people.
- You’re ready to put in long days, especially at the start, to build your foundation.
- Rejection doesn’t stop you.
- You have the mental strength to stay the course when it gets hard.
It will probably be the most demanding challenge you’ve ever taken on. And the most rewarding.
Who we are
- Manulife Wealth’s largest office in Canada.
- More than $15 billion in assets under administration.
- The strongest growth in the division since its creation.
- Advisory Team of the Year in Canada (Wealth Professional, 2024 and 2025).
- Over 20 years developing the next generation of our profession.
How do our juniors become independent in 12 to 24 months? We’ll walk you through it in the interview. Send us your resume.
Journal
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