Job Specifications
About the Company
At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies.
As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized approach of a boutique advisory firm.
Our mission is to help clients achieve financial clarity and long-term success through disciplined planning, transparent advice, and strategic investment management. We operate with integrity, professionalism, and a deep commitment to excellence — values that guide everything we do for our clients and our advisors alike.
About the Role
If you are passionate about finance, entrepreneurship, and personal growth, this opportunity offers the best of both worlds — the independence of running your own business and the support of an established wealth management firm.
As a Junior Wealth Management Advisor, you will embark on a rewarding career path that allows you to build your own book of business while benefiting from mentorship, structure, and long-term guidance from experienced professionals.
You’ll have the freedom to shape your career, develop lasting client relationships, and create meaningful impact by helping individuals and families achieve their financial goals.
This role is ideal for ambitious professionals who want to move beyond the traditional corporate model and build a long-term, business-oriented career in the wealth management industry.
Responsibilities
Develop and grow your client base through prospecting, referrals, and community engagement.
Build tailored financial strategies that align with each client’s goals, risk tolerance, and life stage.
Conduct portfolio reviews and provide ongoing guidance to ensure clients remain on track toward their objectives.
Analyze market trends and investment opportunities to deliver informed, proactive advice.
Deliver a holistic wealth experience by collaborating with senior advisors and product specialists.
What We Offer
A rare opportunity to build your own business practice within a highly respected national firm.
Comprehensive mentorship, training, and financial support to help you launch and grow your career.
A flexible and entrepreneurial environment that rewards initiative, discipline, and results.
The freedom to shape your schedule and define your own professional success.
A long-term path toward independence, financial growth, and professional fulfillment.
Benefits
Performance-based compensation with no income ceiling — your success defines your reward.
Access to a network of experienced advisors, mentors, and industry experts across Canada.
Exposure to diverse client scenarios and financial strategies, accelerating your learning curve.
A collaborative culture that values growth, innovation, and integrity.
The satisfaction of building a business that’s truly your own.
Qualifications
Either a Bachelor’s degree in Commerce or a Bachelor’s degree in Engineering, or any other university-level degree will be considered.
About the Company
Manulife Wealth provides Canadians with access to financial advice and strategies tailored to their individual circumstances and life stages. As a Manulife Wealth client, you benefit from the resources and expertise of Manulife, a global financial services organization with a network of approximately 1,000 independent advisors nationwide and a variety of expertise spanning public and private markets. Manulife Private Wealth looks to serve the unique needs of high-net-worth individuals and families with specialized investment...
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