Financial Advisor – Wealth Management

William Frenn Gestion de Patrimoine
Dorval, QC

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Job details

Full-time

Qualifications

Microsoft Office
Business development
Bachelor's
CSC
Business

Full job description

Join as a Financial Advisor

With Canada's Leading
Wealth Management Agency

Position: Financial Advisor - Wealth Management

Job Type: Full Time
Location: Dorval, QC
Package: Variable

Financial Advisor Mentorship Program

All you need to become a world-class Financial Advisor

What is it about?

As a financial advisor, you will be a part of our wealth management team, which works solely with high-net-worth clients. This position is ideal for people with entrepreneurial mindsets who can build a business independently through our brand’s strength and stability.

What do you get?

If selected, you’ll have the opportunity to build a business that fits your lifestyle and unique skill set, with flexibility for customizing solutions just as the client needs them. Plus, we will provide you with robust training through our unique ‘Financial Advisor Mentorship Program’. This training program is designed to accelerate your growth in the industry as you will be shadowing and being trained by industry leading advisors.

What do we expect from you?

In this role, you are expected to build and develop your client base by initiating, developing, and fostering a relationship with successful individuals, families, and business owners to manage their family wealth. You will participate in building retirement and wealth plans, advise on tax planning strategies, in addition to portfolio analysis and construction.

How can we help you succeed?

As a new Financial Advisor, we will train you to:

Complete your licensing requirements.
Execute business development strategies to acquire new clients.
Analyze clients’ financial needs, goals, sensitivity to risk, and investment horizon.
Assess clients’ financial strengths, weaknesses, and critical success factors.
Conduct research on stocks, funds, and ETFs.
Analyze and build portfolios.
Create, implement, and continually review clients’ plans, including strategies designed to help them pursue their long-term goals.
Act as a steward of the clients’ assets and achieve client satisfaction and loyalty through excellent wealth management services.
Coordinate the efforts of accountants, notaries, tax lawyers, and other financial professionals in applying advanced financial planning strategies.
Generate sales or revenue, ensure a high level of client service and be a part of coordination and execution of business development.

Build a Great Career with Us

With Manulife Securities, you will get to work with diverse client groups and portfolios and be a part of a team that has been ranked #1 in the country since 2002.

At Manulife Securities, you will get ample opportunities to

Work on challenging and impactful projects.
Participate in ongoing mentorship and training.
Work in a collaborative, empowering, and open culture.
Enjoy an inclusive culture where everyone feels valued and heard.
Build a rewarding career, grow and make a difference.

What do you need to qualify for this job?

Bachelor’s degree or equivalent business experience
Excellent knowledge of the Microsoft Office Suite
Excellent interpersonal skills and a high level of integrity
Business development aptitude and entrepreneurial mindset
Ability to take the initiative and work independently

The chosen candidate needs to pass several interviews. In addition, if selected for the position, they will be required to complete the Canadian Securities Course and the Conducts and Practice Handbook Course.

About Manulife Securities

Our firm is a prominent leader in the wealth management industry. Our team has been ranked #1 in the country since 2002. We help clients with every area of their financial well-being. Our process is extensive, whether we are discussing the management of their portfolios, retirement income planning, estate preparation, or opportunities to reduce their income tax. Our success stems from putting our clients first. We strive to better their situation by identifying the opportunities and risks others have left on the table.

For more information, please visit www.manulifesecurities.ca

Apply Now

Join as a Financial Advisor

With Canada's Leading
Wealth Management Agency

Position: Financial Advisor - Wealth Management

Financial Advisor Mentorship Program

Build a Great Career with Us

What do you need to qualify for this job?

About Manulife Securities

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Join as a Financial Advisor

With Canada's Leading Wealth Management Agency

Position: Financial Advisor - Wealth Management

Financial Advisor Mentorship Program

Build a Great Career with Us

What do you need to qualify for this job?

About Manulife Securities

With Canada's Leading
Wealth Management Agency