Junior Investment Advisor | Early Career in Wealth Management
Target Start: September 2026
Ready to turn your interest in finance into a long-term career?
Are you ambitious, entrepreneurial, and interested in financial markets, business development, and building lasting client relationships? Are you looking for more than just a job, an opportunity to learn from experienced professionals, develop your skills, and gradually build something of your own?
We are a leading team in the wealth management space, working with professionals, families, and business owners to deliver tailored investment and retirement strategies.
We’re looking for a motivated individual, either a recent graduate or someone in the early stages of their career, who wants to learn, grow, and build a long-term career in wealth management.
Previous wealth management experience is not required. We’re looking for potential, ambition, and the right mindset.
This Opportunity Is for You If You:
- Have an entrepreneurial mindset and are motivated by the idea of eventually building your own client base
- Are genuinely interested in financial markets, investing, and wealth management
- Enjoy meeting people, building relationships, and helping others reach their financial goals
- Are ambitious, self-motivated, and willing to take initiative
- Are eager to learn and receptive to coaching and mentorship
- Are comfortable with business development, networking, and prospecting
- Are willing to invest the time and effort required to build a rewarding, long-term career
- Want your long-term income potential to reflect the value you create and the business you build
What You’ll Do:
- Learn the wealth management business alongside an experienced senior advisor
- Prospect for new clients through calls, networking, LinkedIn, and other business development activities
- Build and maintain your own list of prospective clients using our CRM system
- Participate in client meetings and learn how to identify and analyze client needs
- Develop your knowledge of investment and retirement strategies
- Support existing client relationships while gradually developing your own client base
- Stay up to date on financial markets, investment solutions, and industry trends
What You’ll Gain:
- A structured mentorship and coaching program with experienced advisors
- Hands-on exposure to real client situations early in your career
- Training, tools, systems, and practical guidance to support your professional development
- The opportunity to learn how to build and manage your own wealth management practice
- An entrepreneurial, performance-driven environment where initiative is valued
- Increasing responsibility and independence as your skills and experience develop
- Long-term career growth, flexibility, and professional independence
Who You Are:
- A recent graduate or early-career professional with a bachelor’s degree, equivalent education, or relevant professional experience
- Fluent in English and comfortable communicating professionally in English
- French communication skills are a strong asset
- A confident communicator and natural relationship builder
- Self-motivated, ambitious, goal-oriented, and receptive to coaching
- Comfortable with prospecting, networking, and business development
- Genuinely interested in finance, investing, and helping clients
- Looking to build a long-term career rather than simply find your next job
Experience in finance, sales, customer service, or business development is an asset, but not required. What matters most is your ambition, work ethic, willingness to learn, and desire to succeed.
Ready to Build Your Career?
Whether you’ve just completed your studies or already have a few years of professional experience, if you’re looking for an opportunity where you can learn, grow, and build something of your own, we want to hear from you.
You’ll receive mentorship, training, and support from an experienced team while progressively developing your skills, your network, and your own client base.
If you’re ambitious, entrepreneurial, coachable, and ready to invest in your future, we want to meet you.
Send us your application and take the first step toward building a long-term career in wealth management.
Job Type: Full-time
Pay: From $500.00 per week
Benefits:
Application question(s):
- Are you fluent in English and comfortable communicating professionally with clients and prospects?
Please answer Yes or No.
- Are you comfortable communicating professionally in French?
Please answer Yes or No.
- Are you comfortable with prospecting and business development, including reaching out to potential clients by phone, LinkedIn, and networking?
Please answer Yes or No.
- The starting compensation for this opportunity is $500 per week, with the potential to increase as you develop your business and client base. Are you comfortable with this starting compensation structure?
Please answer Yes or No.
- Have you completed a university bachelor’s degree or are you currently in the process of completing one?
Please answer Yes or No.
- What days and times are you generally available for a brief 10–15 minute phone call?
- This position is 100% in person, 5 days/week, at 1405 TransCanada, Dorval.
After checking the location, what is your approximate commute time to arrive by 9:00 a.m., and are you comfortable with this commute daily?
Work Location: In person
