Junior Investment Advisor | Wealth Management, Dorval

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 strong 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

If you're ready to invest in your future and take the next step in a rewarding financial advisory career, we’d love to hear from you!

#J-18808-Ljbffr