Associate Investment Advisor
This job is in your area. Enjoy a short commute and work close to home.
Job Description
As an Associate Investment Advisor, your primary focus will be supporting an Independent Advisor while developing your own expertise in the wealth management industry. You will not be expected to provide independent client consulting. Instead, you will work closely with practice leadership and receive handsโon mentorship in a professional advisory environment.
This onโsite role in Montreal is based out of the largest Manulife Wealth office, offering an exceptional apprenticeship environment for a driven finance professional who wants to learn the intricacies of portfolio construction, client relationship management, and financial planning alongside some of the firmโs top professionals.
We are committed to your growth and will fully support and sponsor you in obtaining the required industry licenses as you build your career with us.
Key Responsibilities
Work directly alongside an Independent Advisor by shadowing client meetings, observing advisory...