Job Description
Elevate your career with Manulife Wealth as a Junior Investment Advisor in Lévis. Work closely with a senior advisor managing high-net-worth clients while building your own business within a supportive environment.
This full-time role is perfect for ambitious individuals looking to stand out in financial advisory. You will be trained to become a financial architect with expertise in institutional investment strategies, advanced tax planning, and comprehensive wealth structuring. Gain hands-on experience managing a diverse client portfolio while receiving real mentorship.
Key Responsibilities: • Develop and manage a wealth management client base • Analyze client financial needs and objectives • Build personalized investment and planning strategies • Ensure ongoing follow-ups and tax optimization • Actively contribute to the team’s growth
Requirements: • High school diploma required; post-secondary education preferred • Strong interpersonal and communication sk...
This full-time role is perfect for ambitious individuals looking to stand out in financial advisory. You will be trained to become a financial architect with expertise in institutional investment strategies, advanced tax planning, and comprehensive wealth structuring. Gain hands-on experience managing a diverse client portfolio while receiving real mentorship.
Key Responsibilities: • Develop and manage a wealth management client base • Analyze client financial needs and objectives • Build personalized investment and planning strategies • Ensure ongoing follow-ups and tax optimization • Actively contribute to the team’s growth
Requirements: • High school diploma required; post-secondary education preferred • Strong interpersonal and communication sk...
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