Wealth Management Advisor (Junior to Experienced)
The Wealth Management Advisor will work alongside experienced advisors, gaining hands-on experience and exposure to client relationships and financial planning strategies. The role includes a clear path toward building and managing a personal book of business.
- On-site
- Montréal, QC
- Posted Jul 14, 2026
- Apply by Jan 10, 2027
- 1 position
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Job summary
📍 Dorval, QC | Full-Time | In-Person Looking to build a career, not just find a job? At Diligence Wealth Management, we believe wealth management is about more than investments. It's about helping people make better financial decisions, achieve their goals, and build lasting financial security. As an established partner of Manulife Wealth Inc., one of Canada's leading independent investment and insurance dealers, we combine the strength of a national platform with the personalized approach of a growing, entrepreneurial advisory team. We are currently seeking ambitious and motivated individuals who are interested in building a long-term career in wealth management. Whether you're just starting your professional journey or already have industry experience, we offer a structured path to growth, mentorship, and eventual independence. What You'll Gain: ✅ Hands-on experience working alongside experienced advisors ✅ Ongoing mentorship and professional development ✅ Exposure to real client relationships and financial planning strategies ✅ A clear path toward building and managing your own book of business ✅ Performance-based compensation with significant long-term earning potential What We're Looking For: • Entrepreneurial and highly motivated individuals • Strong communicators who enjoy building relationships • Passion for finance, investing, and helping others • Coachable professionals committed to continuous learning • Bachelor's degree required • Finance, Business, Economics, or related studies are considered strong assets • Willingness to obtain required industry licensing (CSC, CIRO) • Previous wealth management experience is not required for junior candidates. We welcome recent finance or business school graduates looking to build a long-term career in the financial services industry. A bachelor's degree is also required. Why Diligence Wealth Management? Our advisors are supported by an experienced team of portfolio managers, financial planners, insurance specialists, tax professionals, and administrative staff. We invest heavily in the development of our people because we believe long-term success is built through mentorship, collaboration, and professionalism. If you're looking for an opportunity to build something meaningful and create a rewarding long-term career, we'd love to hear from you. 📩 Apply directly through LinkedIn or send me a message to learn more. #WealthManagement #FinancialAdvisor #FinanceCareers #FinancialPlanning #InvestmentAdvisor #FinanceJobs #BusinessCareers #RecentGraduates #FinanceGraduates #BusinessGraduates #EntryLevelJobs #MontrealJobs #DorvalJobs #CareerOpportunity #Hiring
What you’ll do
The Wealth Management Advisor will work alongside experienced advisors, gaining hands-on experience and exposure to client relationships and financial planning strategies. The role includes a clear path toward building and managing a personal book of business.
Requirements
Candidates should be entrepreneurial, motivated, and possess strong communication skills. A bachelor's degree in Finance, Business, Economics, or related fields is required, along with a willingness to obtain necessary industry licensing.
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Entrepreneurial
- Motivated
- Communication
- Relationship Building
- Finance
- Investing
- Coachable
- Continuous Learning
Job areas
- Finance & Accounting
- Sales
- Consulting
Additional details
- Minimum education
- Bachelor’s degree
- Minimum experience
- 0+ years
- Apply by
- Jan 10, 2027
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available