الصفحة الرئيسية كندا Junior Wealth Management Advisor

الصفحة الرئيسية كندا Junior Wealth Management Advisor

Junior Wealth Management Advisor

دوام كامل في Gestion de patrimoine Diligence - Patrimoine Manuvie في Canada
نُشرت يوم January 26, 2025

تفاصيل الوظيفة

Manulife Wealth Management is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf). Job Description: If you are 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 clients.
  • 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.
  • Full time (monday to friday)
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.
  • No salary cap.

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