Junior Investment Advisor | Wealth Management

Junior Investment Advisor – Launch Your Career in Wealth Management

Full Time - 1405 TransCanada, Dorval

Are you passionate about finance, business development, and building lasting client relationships? Do you thrive in a fast-paced, entrepreneurial environment where your success is directly tied to your effort and initiative?

We are a leading team in the wealth management space, partnering with professionals, families, and business owners to deliver tailored investment and retirement strategies. We're currently seeking motivated individuals ready to build a long-term career as an independent investment advisor.

This opportunity is for you if you:

• Have an entrepreneurial mindset and are driven by the idea of being your own boss
• Are excited by financial markets and business development
• Enjoy sharing knowledge and helping others reach their financial goals
• Are eager to learn and want to be supported throughout your professional growth
• Are willing to invest time and effort to build a rewarding, long-term career
• Want to align your income potential with the value you bring to clients

What You'll Do:

• Prospect for new clients through calls, networking, and LinkedIn
• Build and maintain your own list of leads using our CRM system
• Analyze client needs and develop personalized investment and retirement strategies
• Work closely with a senior advisor to support client service and drive business development
• Stay up to date with market trends and financial planning strategies

What You’ll Gain:

• A structured mentorship program with experienced advisors
• Opportunities to engage with established individuals and families early in your career
• Tools, systems, and real-world guidance to build your own advisory practice
• An entrepreneurial, performance-driven culture focused on results
• Long-term career growth, flexibility, and professional independence

Who You Are:

• Fluent in English (required); bilingual in French is an asset
• A confident communicator and strong relationship builder
• Self-motivated, goal-oriented, and comfortable with outreach and sales
• Passionate about finance and committed to personal development
• Bachelor’s degree or relevant experience in a related field
• If you're ready to invest in your future and take the next step in a rewarding financial advisory career, we’d love to hear from you!

If you're ready to invest in your future and take the next step in a rewarding financial advisory career, we’d love to hear from you!