Associate Investment Advisor

Montréal, QC
On-site
Posted Oct 14, 2026
1 position

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Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Apply by: Apr 11, 2027
Posting language: English
Working hours: 40 hours per week
Seniority: Entry level
Application method: Direct apply is available

Job summary

Prospect for new clients, build a pipeline, and develop relationships through outreach, referrals, and networking. Learn investment and financial planning practices while supporting client meetings, portfolio management, transactions, documentation, and ongoing client service.

Job details

Junior Investment Advisor Business Development Focus Entrepreneurial Track This role is not a traditional support or administrative position. Business development is at the core of this role. You will be mentored directly by me and my team across every aspect of the advisory business, from prospecting and client acquisition to portfolio construction, retirement projections, and ongoing client servicing. What this role is really about Learning how to build, grow, and manage an advisory practice Developing your own pipeline of prospects and future clients Receiving direct mentorship from experienced advisors who have built a practice from the ground up Primary responsibilities Actively prospect and develop new client relationships Participate in outreach initiatives, referrals, and networking activities Learn how to position investment strategies and long term solutions to clients Gradually transition prospects into ongoing advisory relationships Training and mentorship Learn portfolio construction and asset allocation across equity and fixed income investments Assist with retirement projections and long term financial strategies Participate in client meetings, follow ups, and ongoing relationship management Support transaction execution, portfolio rebalancing, and documentation Learn compliance, operational, and best practice standards Who this role is for Entrepreneurial, relationship driven, and business development focused Comfortable with outreach, follow ups, and building relationships from scratch Highly disciplined, accountable, and self motivated High level of integrity and professionalism 0 to 3 years of experience in finance, sales, or wealth management ___________________________________________________________________________________________________ À propos du poste Accent sur le développement des affaires et la voie entrepreneuriale Ce poste n’est pas un rôle administratif traditionnel. Le développement des affaires est au cœur du poste. Vous serez accompagné directement par moi et mon équipe afin d’apprendre toutes les facettes du métier, incluant la prospection, l’acquisition de clients, la construction de portefeuilles, les projections de retraite et le service à la clientèle. Ce que le poste représente réellement Apprendre à bâtir et développer une pratique en gestion de patrimoine Développer votre propre pipeline de clients et de prospects Bénéficier d’un mentorat direct basé sur une expérience concrète Responsabilités principales Prospection active et développement de nouvelles relations clients Participation à des initiatives de référencement et de réseautage Présentation de stratégies de placement et de solutions à long terme Formation et mentorat Apprentissage de la construction et du suivi des portefeuilles Contribution aux projections de retraite et aux stratégies financières Participation aux rencontres clients et au service continu Soutien aux opérations, transactions et exigences réglementaires Profil recherché Esprit entrepreneurial et orienté vers le développement des affaires À l’aise avec la prospection, les suivis et les objectifs de croissance Autonome, discipliné, et motivé par la réussite à long terme Haut niveau d’intégrité et de professionnalisme 0 à 3 ans d’expérience en finance, vente ou domaine connexe

What you’ll do

Requirements

The role is suited to an entrepreneurial, relationship-oriented candidate who is comfortable with outreach, follow-ups, and developing business independently. Candidates should be disciplined, self-motivated, and professional, with 0–3 years of experience in finance, sales, or wealth management.