Manulife Wealth
Junior Advisor
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Montreal, QC, Canada
Work mode:
Onsite
Published on:
1 September 2026
What they need
Role Description
This is a full-time on-site role for a Junior Advisor located in Montreal, QC. The Junior Advisor will be responsible for building his own clientele, supporting senior advisors in managing client portfolios, conducting market research, preparing financial projections, and providing exceptional customer service. The Junior Advisor will also assist in client meetings, develop financial strategies, and keep up-to-date with financial products and market trends.
Qualifications
- Entrepreneurial mindset
- Dedicated to success
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Business, Economics, or a related field
- Experience in the financial services industry is an asset
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