Wealth Management | Mentorship | Entrepreneurial Career Path
Diligence Wealth Management – Manulife Wealth
Diligence Wealth Management is looking for an ambitious, competitive, and entrepreneurial individual to join our team as a Junior Financial Advisor / Investment Advisor Trainee.
This is not an internship or administrative position. It is a long-term career opportunity for someone interested in building a future in wealth management, financial advising, investing, and business development.
You will work directly under the mentorship of a senior advisor who has built one of the most established Manulife Wealth advisory practices in Canada.
No previous wealth management experience is required.
What You’ll Learn
- Wealth management and financial advising
- Investment analysis and portfolio construction
- Client relationship management
- Retirement and long-term wealth strategies
- Business development and prospecting
- How successful advisors build and grow their practice
You will gain real-world exposure by observing client meetings, portfolio discussions, and advisor strategy sessions.
Over time, successful candidates transition toward building and managing their own client relationships and advisory practice.
Who We’re Looking For
This opportunity is best suited for individuals who are:
- Competitive and self-motivated
- Strong communicators
- Comfortable building relationships
- Interested in finance, investing, and entrepreneurship
- Coachable and willing to learn
- Motivated by long-term career and income growth
People with backgrounds in sports, sales, hospitality, business programs, or other competitive environments often do very well in this career.
Qualifications
- Strong communication and interpersonal skills
- Confidence speaking with people
- Strong work ethic and professional attitude
- Bachelor’s degree completed or expected soon preferred
- Experience in sales, athletics, leadership, or client-facing roles is considered an asset
Compensation & Career Path
Wealth management is an entrepreneurial career.
During the early stages of the role, Junior Advisors focus heavily on mentorship, training, licensing preparation, relationship building, and business development.
As advisors become licensed and build client relationships, compensation becomes performance-based and can grow significantly over time through commissions and recurring revenue.
This career offers substantial long-term income potential for individuals committed to building their own practice.
What We Offer
- Direct mentorship from an experienced Investment Advisor
- Hands-on exposure to real client relationships and investment strategies
- A collaborative and entrepreneurial team environment
- A clear path toward becoming a licensed Investment Advisor
- Long-term career growth and business-building opportunities
About Diligence Wealth Management
Diligence Wealth Management operates within Manulife Wealth’s largest office in Canada, with more than $13 billion in assets under management.
Our mission is simple: deliver disciplined wealth advice and develop exceptional advisors.
Learn more about our team:
https://markusboudreau.com/career
Job Types: Full-time, Permanent
Pay: $45,000.00-$150,000.00 per year
Application question(s):
- Please respond with the statement that best describes you:
1. I am currently in school or have other commitments that limit my availability to part-time work
2. I am seeking a stable, structured 9-to-5 role
3. I am entrepreneurial, comfortable with variable income, and prepared to commit significant time and effort to building a long-term career
Language:
Licence/Certification:
- Driving Licence (required)
Work Location: In person
