Junior Wealth Management Advisor
Job details
About the Company - Under the leadership of Mr. Camille Estephan, the branch has been recognized as the top-performing office within the Manulife Wealth Inc. network in Canada for several years. This outstanding performance is the result of the corporate culture that Mr. Estephan has instilled in every member of his team. Each team member has been carefully handpicked and trained in a spirit of rigorous discipline, meticulous work, and in-depth analysis, setting them apart from the competition. This exemplary approach places Mr. Estephan’s office in a league of its own and provides genuine added value for both clients and advisors alike. About the Role - If you are passionate about sales, business development and finance this opportunity is for you! We are expanding our team and looking for motivated and entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management. Responsibilities -
- 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.
- build your own clients book.
- High school diploma required.
- Registration for the Canadian Securities Course (CSC) with CSI.
- 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.
- Work with an exceptional team.
- Earn income based on your efforts.
- Financial help during the formation.
- Achieve professional fulfillment.
- Training and mentorship.
- Build and manage your own client base as soon as you're ready.
- Possibility of remote work (to be discussed).
- Dynamic work environment and modern offices.
- Ongoing training program.
- Comprehensive onboarding program for new advisors.
- Performance-based compensation (no salary cap).
- Opportunities for career growth.
- A stimulating work environment within a dynamic team.
- Competitive salary and performance-based bonuses.
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