Junior Wealth Management Advisor

Gestion de patrimoine Diligence - Patrimoine ManuvieMontreal, QC, Canada

3 days ago

Job type

Full-time

Job description

Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).

Job Description :

Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management.

The advisor will :

Meet with clients to review their portfolios.
Prospect targeted clientele.
Manage client relationships by understanding their needs and offering products and services that align with their goals.
Contribute to business objectives by attracting, recruiting, and retaining clients and referrals.

Job Requirements :

Strong analytical, problem-solving skills, and client-focused orientation.

Strong time management, autonomy, and initiative.

Excellent ability to summarize and simplify information.

Rigor, integrity, professional ethics, and a strong commitment to work.

Motivation to excel.

Registration for the Canadian Securities Course (CSC) with CSI.

High school diploma required.

What We Offer :

Join an exceptional team.

Compensation based on performance.

Professional achievement opportunities.

Training and mentorship.

Develop your own client base.

Dynamic work environment and modern offices.

Unlimited Coffe.