14 meilleures offres (financial advisor assistant, toronto, on) (à pourvoir)

FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR
Manulife Diligence Wealth Management —Etobicoke, ON
- De 29 000 $ à 250 000 $ par an
- Temps plein
- Ingénierie
- Développement commercial
- Baccalauréat
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Executive Assisstant
Career Connections Canada Inc. —Etobicoke, ON
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Assurance Dentaire
- Congés payés
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Financial Advisor Assistant
Raymond James Financial, Inc. —Toronto, ON
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Outlook
- Sens de l'organisation
- Plan d'actionnariat des employés
- Bourses d'Études
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Vente
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Executive Assistant
Clariti Strategic Advisors —Toronto, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Outlook
- Anglais
- Finance
- Assurance Dentaire
- Congés payés
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il y a 10 jours
Administrative Assistant
Royal Bank of Canada —Toronto, ON
- De 40 000 $ à 60 000 $ par an
- Temps plein
- Traitement de texte
- Microsoft Office
- Saisie de données
il y a 5 jours
Contracting Assistant
iA Groupe financier / iA Financial Group —North York, ON
- À partir de 45 000 $ par an
- Temporaire
- Travail hybride
- Microsoft Outlook
- Marketing
- Anglais
Administrative Assistant
Sapling Financial Consultants —Toronto, ON
- De 50 000 $ à 65 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Recherche
Administrative Assistant
Elite Wealth Mgmt —Toronto, ON
- De 52 000 $ à 70 000 $ par an
- Temps plein
- Travail hybride
- Logiciels de GRC/CRM
- Anglais
- Saisie de données
Postuler rapidement
il y a 9 jours
ScotiaMcLeod Branch Operations Assistant/Scotia Wealth Management Receptionist - Rosedale
Scotiabank —Toronto, ON
- Réception
- Services financiers
- Compétences en communication
- Congés payés
Administrative Assistant
Aggie Janiak - Desjardins Insurance Agent —Mississauga, ON
- 23 $ de l’heure
- Temps partiel
- Microsoft Office
- Expérience administrative
- Compétences en communication
- Heures d'arrivée et de départ flexibles
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Executive Support, Merchandise & Inventory Specialist
Purpose Unlimited —Toronto, ON
- De 65 000 $ à 85 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Outlook
- Gestion des stocks
- Expérience administrative
- Assurance Dentaire
- Assurance Vie
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Board Liaison
Read Jones Christoffersen Ltd. —Toronto, ON
- De 80 000 $ à 100 000 $ par an
- Microsoft Word
- Expérience administrative
- Déplacements à prévoir
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Senior Wealth Advisor
Fidelity Investments —Toronto, ON
- De 120 000 $ à 160 000 $ par an
- Temps plein
- Vente
- Anglais
- Finance
- Bourses d'Études
- Congés payés

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FINANCIAL INVESTMENT ADVISOR - CAREER OPPORTUNITY FOR AN ENTREPRENEUR

Manulife Diligence Wealth Management
Etobicoke, ON

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Détails du poste

Permanent | Temps plein
De 29 000 $ à 250 000 $ par an

Profil recherché

Investissement
Sollicitation à froid
Économie
Développement des relations avec la clientèle
Ingénierie
Génération de leads
Développement des relations avec la clientèle
Développement commercial
Baccalauréat
Comptabilité
Prospection
Services financiers
Appels sortants
Consultation auprès de la clientèle
Affaires
Interaction avec les clients

Description complète du poste

Job description:

We are hiring in Ontario — but this is not a typical 9–5 role.

We are expanding our team with a new office launch at 3300 Bloor Street West and looking for highly driven individuals who want to build a long-term career in wealth management the right way.

Not by inheriting clients. Not by sitting behind a desk. But by building something of your own—with the support, mentorship, and platform of an established, top-performing team.

About the Company

At Diligence Wealth Management (www.diligence.ca), we believe that true wealth management is about more than numbers—it’s about people, trust, and building long-term relationships.

As a branch of Manulife Wealth Inc., we combine the strength of a national institution with the personalized approach of a boutique advisory practice. We are the largest group within Manulife Wealth by far, and one of the largest independent wealth management offices in the country. Managing over $14 billion in client assets across two offices, our growth rate is unmatched, bringing in approximately $180 million in new assets every month.

We have mastered the art of turning young graduates into top producers. Our culture is built on the reality that massive outcomes are the result of success through consistent, daily effort.

About the Role & Career Progression

This is a performance-driven environment. It is demanding. It requires outreach, resilience, and a willingness to be uncomfortable early on.

This role is structured in two distinct phases:

Phase 1: Marketing Assistant (The Building Phase) Before becoming licensed, you will be hired as a Marketing Assistant. You will earn a base of $600/week plus a bonus structure tied directly to your results. This phase is designed to provide you with baseline income while you learn the business from the ground up. You will work directly with a senior advisor, gaining hands-on exposure to prospecting, client relationships, and business development. Your primary goal during this phase is to acquire clients, grow your practice, and study to get fully licensed.

Phase 2: Investment Advisor (The Growth Phase) Once licensed and established, you will transition out of Marketing Assistant role and become an official Investment Advisor. At this stage, your income will transition to the commissions generated by your own book of business. For the right person, the career potential here is exceptionally high. We have incredible examples and role models within our firm who started exactly where you are and have scaled their practices to generate 7- and even 8-figure incomes.

Key Responsibilities (Phase 1)

· Prospect and develop new client relationships primarily through cold calling, outreach, and referrals.

Qualify prospects and schedule meetings with senior advisors.
Participate in client meetings and contribute to financial planning discussions.
Analyze client financial situations, including goals, risk tolerance, and time horizons.
Support the development of tailored financial strategies and investment recommendations.
Collaborate with senior advisors to deliver a full wealth management experience while actively working toward your own licensing.

What We Offer

· A structured path to building your own business within a $14B+ national platform.

Direct mentorship from experienced advisors who have built massive practices from the ground up.
Hands-on exposure to real client situations from day one.
Support through licensing and ongoing professional development.
A high-performance environment that rewards discipline, consistency, and results.
A long-term path toward true independence, financial growth, and professional ownership.

What We Are Looking For

· Fiercely competitive, self-driven individuals with a high tolerance for rejection.

Strong communicators who naturally build trust and rapport.
New graduates or early-career professionals ready to outwork their peers.
Individuals looking to build a business-oriented career, not just collect a salary.
A Bachelor’s degree in Business, Commerce, Economics, Engineering, or a related field is preferred.
If you are serious about building a highly lucrative career in wealth management and are prepared to commit to the process, apply below.

Education

· Bachelor's Degree (required)

How to Apply

Please submit your resume to Melanie Breton at [email protected].

Rémunération : 29 000,00$ à 250 000,00$ par an

Avantages :

Événements d'Entreprise
Stationnement sur place

Lieu du poste : En présentiel

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