Junior Wealth Management Advisor
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.
- 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)
- 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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