Junior Wealth Management Advisor, Montreal
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Montreal, Canada
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Last edited: yesterday
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About Us:
Led by Camille Estephan, Diligence Wealth Management has earned recognition as the top-performing office within the Manulife Wealth Inc. network across Canada, consistently, and by a wide margin.
That level of performance doesn't happen by accident. It's the result of a culture built on discipline, rigorous analysis, and an uncompromising standard of work. Every advisor on this team was carefully selected and developed with one goal in mind: to deliver genuine, measurable value to clients. The result is an office that operates in a league of its own and a team that knows it.
The Opportunity:
We are expanding, and we are looking for the right people to grow with us.
This is an opening for driven, entrepreneurial individuals who want to build a serious career in wealth management, not just hold a position. If you are motivated by results, energized by client relationships, and ready to invest in your own growth, this role was designed for you.
Experience in finance is not a requirement. The right mindset is.
What You Will Do:
- Meet with clients to review their financial situations and investment portfolios
- Prospect and develop a targeted client base
- Build lasting client relationships grounded in trust, understanding, and tailored solutions
- Identify client needs and match them with the right products and services
- Grow your own book of business from the ground up
What We Are Looking For:
Required:
- High school diploma or equivalent
- Strong analytical and problem-solving skills
- Excellent communication skills — clear, concise, and client-focused
- High degree of autonomy, initiative, and time management
- Integrity, professional ethics, and a genuine commitment to excellence
An asset:
- Canadian Securities Course (CSC) registration with CSI
- CIRO exam registrations (RSE / CIRE)
What We Offer:
- Performance-based compensation with no earnings cap
- Financial support during the training period
- A comprehensive onboarding program built for new advisors
- Ongoing mentorship from experienced, high-performing professionals
- A clear path to managing your own client base
- Modern offices and a stimulating work environment
Schedule:
Monday to Friday, flexible hours.
Why This Office:
Most firms will offer you a job. We are offering you a career with real upward mobility, built on a foundation that already knows how to win. The training is serious, the team is exceptional, and the earning potential is entirely in your hands.
If that is the kind of environment you have been looking for, we would like to hear from you.
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Company nameDiligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
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Job positionJunior Wealth Management Advisor
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