Advisor-in-Training | Wealth Management
📍 Montreal, QC · Full-time · On-site, 5 days a week
Start a career as an independent advisor, not just a job in finance.
Diligence is a wealth management team operating within Manulife Wealth, a national network of independent advisors. We're looking for a recent grad or early-career professional who wants to learn this business properly, from prospecting to portfolio reviews, and eventually run their own practice.
You don't need to be a markets expert yet. If you're curious, personable, and willing to work hard, we'll teach you the rest.
How the path works
- Learn the business. Work alongside our advisors, sit in on client meetings, and get comfortable with markets, investments, and wealth planning.
- Get licensed. Complete the CIRO training, exams, and registration required to advise clients.
- Start building your own clients. Prospect, network, and open conversations with new people, with mentorship from the team.
- Move toward independence. Take on more responsibility and grow your own book of business over time.
What you'll do day to day
- Research and reach out to prospective clients
- Schedule and attend client meetings
- Prepare portfolio analyses, reports, and client file summaries
- Support the team's business development efforts
This isn't back-office work. You'll be in front of clients from early on.
What you'll need
- A 3-year CEGEP technical diploma or a bachelor's degree (finance, business, accounting, economics, or commerce is a plus)
- Fluency in French and English, spoken and written
- Genuine interest in financial markets and investing
- Strong people skills and comfort with networking and prospecting
- Self-discipline, organization, and a results-driven attitude
- Willingness to complete the CIRO requirements
Experience in sales, banking, financial services, or customer service helps but isn't required.
What you get
- Structured training in wealth management
- Mentorship from experienced advisors
- Base salary plus commission with earnings that grow as your client base does
- A clear route to independent advisor status and eventually owning your own book of business.
Before you apply
Make sure you can say yes to these:
- Do you have, or are you completing, a CEGEP technical diploma or a bachelor's degree?
- Can you work full-time, in person, in Montreal?
- Are you comfortable in both French and English?
Then tell us briefly about any sales, client service, banking, or finance experience.
📩 Apply on LinkedIn or message me directly.
