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 fast-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 opportunity 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/2nk3ks
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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