Posted 3 days ago
Junior wealth management advisor
@ Manulife Wealth inc. – Diligence Wealth Management
Dorval, Quebec
Overview
Manulife Wealth, through its Diligence Wealth Management office, is hiring a junior wealth management advisor to build a client book of entrepreneurs and professionals. The work involves prospecting, booking meetings for senior advisors, and preparing portfolio and retirement planning analyses, with a path to an independent practice within 12 to 24 months. The posting states a full-time role with long days, and per diem is also listed as an employment type.
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 company tools and databases
Requirements summary:
- Entrepreneurial spirit
- Comfortable meeting new people
- Ready for long days, especially at the start
- Resilience to rejection
Source and dates
Job-board feed · jobillico
- Employer posting date
- 2026-11-03
- 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 |
| Languages | English |
| Perks mentioned | 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 wealth management 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 wealth management advisor.
- Then, managing your own clientele and your own team.
How we get you there
- Coaching from some of Canada’s top-performing wealth management 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 wealth management 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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