Junior Investment Advisor Wealth Management Dorval
Junior Investment Advisor Wealth Management Dorval
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Dorval, Canada
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Last edited: less than a week ago
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Description
Junior Investment Advisor – Launch Your Career in Wealth Management Full Time - 1405 TransCanada, Dorval Are you passionate about finance, business development, and building lasting client relationships? Do you thrive in a rapid-paced, entrepreneurial environment where your success is directly tied to your effort and initiative? We are a leading team in the wealth management space, partnering with professionals, families, and business owners to deliver tailored investment and retirement strategies. We're currently seeking motivated individuals ready to build a long-term career as an independent investment advisor. This prospect is for you if you: Have an entrepreneurial mindset and are driven by the idea of being your own boss Are excited by financial markets and business development Enjoy sharing knowledge and helping others reach their financial goals Are eager to learn and want to be supported throughout your professional growth Are willing to invest time and effort to build a rewarding, long-term career Want to align your income potential with the value you bring to clients What You'll Do: Prospect for new clients through calls, networking, and LinkedIn Build and maintain your own list of leads using our CRM system Analyze client needs and develop personalized investment and retirement strategies Work closely with a senior advisor to support client service and drive business development Stay up to date with market trends and financial planning strategies What You’ll Gain: A structured mentorship program with experienced advisors Opportunities to engage with established individuals and families early in your career Tools, systems, and real-world guidance to build your own advisory practice An entrepreneurial, performance-driven culture focused on results Long-term career growth, flexibility, and professional independence Who You Are: Fluent in English (required); bilingual in French is an asset A confident communicator and robust relationship builder Self-motivated, goal-oriented, and comfortable with outreach and sales Passionate about finance and committed to personal development Bachelor’s degree or relevant experience in a related field J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oad9a
Highlights
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Company nameGestion de patrimoine Manuvie
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Job positionJunior Investment Advisor Wealth Management Dorval
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