First seen by our source: just now
Wealth Management Associate
@ Manulife Wealth
Dorval, Quebec
Overview
Manulife Wealth is hiring a Wealth Management Associate for a full-time, entry-level role with an independent advisory team. The work involves prospecting new clients, supporting senior advisors on retirement, tax and estate planning, and gradually building a personal client base. The posting states a performance-based compensation component, a structured mentorship program and support for the CSC and CPH licensing process.
Responsibilities:
- Prospect prospective clients and schedule introductory meetings
- Research new business opportunities using modern tools
- Support senior advisors on retirement, tax and wealth planning
- Assist with client service and ongoing planning
- Gradually build a personal client base
Requirements summary:
- Strong communication and relationship-building skills
- Self-motivated and comfortable with proactive outreach
- Genuine interest in wealth management and financial planning
- Entrepreneurial mindset and long-term orientation
- Bachelor's degree or relevant business experience preferred
- Proficiency with Microsoft Office
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
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 | Business development |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CSC, CPH |
| Education | Bachelor’s degree (preferred) |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Manulife Wealth
| Field | Value |
|---|---|
| Open jobs on Jobsy | 16 |
We are a high-performing independent wealth management team working with successful individuals, families, and business owners. Our focus is on providing long-term guidance across investments, retirement, and estate planning.
This role is designed for someone at the beginning of their career who wants to build a future in wealth management. It is not a short-term position, but a foundation toward becoming a trusted advisor with the opportunity to build your own practice over time.
While technical knowledge can be taught, success in this role requires strong communication skills, comfort initiating conversations, and a genuine interest in helping clients plan for their financial future, particularly around retirement and long-term wealth strategies.
You will work closely with senior advisors through a structured mentorship program, gaining hands-on experience with real clients and real planning situations.
What You Will Do
- Reach out to prospective clients and schedule introductory conversations
- Research and identify new business opportunities using modern tools and systems
- Support senior advisors in developing retirement, tax, and wealth planning strategies
- Assist with client service, relationship management, and ongoing planning initiatives
- Participate in all stages of the planning process, from portfolio construction to estate and intergenerational planning
- Gradually develop your own client base with the support of an experienced team
Training & Development
You will receive continuous coaching and mentorship from experienced advisors. You will shadow client meetings, participate in planning discussions, and receive guidance on building long-term client relationships.
We also support the licensing process (CSC, CPH), with a clear path toward becoming an independent advisor.
What Makes This Opportunity Different
- Long-term career path for individuals serious about building a future in wealth management
- Entrepreneurial environment with flexibility and autonomy, supported by a collaborative team
- Merit-based growth, with progression and compensation tied to performance and initiative
- Opportunity to work with high-net-worth clients and make a meaningful impact
What We're Looking For
- Strong communication and relationship-building skills
- Self-motivated, disciplined, and comfortable with proactive outreach
- Genuine interest in wealth management and financial planning
- Entrepreneurial mindset and long-term orientation
- Bachelor's degree or relevant business experience preferred
- Proficiency with Microsoft Office
Compensation
Compensation includes a performance-based component aligned with client growth and business development. This structure is designed to reward initiative and results while offering mentorship, training, and long-term career development within an independent advisory environment.
Next Steps
If you are looking for more than a typical entry-level role and want to build a long-term career in independent wealth management, we encourage you to apply.
Selected candidates will be invited to a virtual introductory conversation with a senior advisor to discuss the opportunity in more detail.
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