Investment Advisor

Investment Advisor ( 2 year Internship Program)

at Manulife Wealth Inc. CCR Wealth Management in Saint-Leonard, QC

Required:

• University graduates or in last semester
• Bonus: Graduates in Finance, Econ, Business, Commerce, Accounting
• Fluent in both english and french (written and spoken)
• Must reside in Montreal, Qc or willing to relocate
• Highly motivated with a strong entrepreneurial spirit.

Overview:

Over an intense & exciting 2 years, successful applicants will be mentored by a senior Investment Advisor and will be trained in MSI policies & procedures, paperwork processing, client servicing and compliance. In addition, working closely with their mentor, they will develop their investment philosophy & strategy, greatly improve their knowledge of the Canadian taxation system, cash flow management and retirement planning. Simultaneously, they will be required to successfully complete the IA course requirements (see csi.ca for course overview and requirements*). Lastly, they will be required to develop an expertise in Morningstar and Naviplan. At the end of 2 years, the successful candidate will be ready to join one of the top office in Manulife Wealth Inc. in Canada for Assets Under Administration (AUA).

*Successful completion of each step / exam:

1. Canadian Securities Course (CSC) Vol 1.
2. CSC Vol 2.
3. Conduct & Practices Handbook (CPH) course
4. Successfully passing the Manulife due diligence & credit review and becoming eligible for a restricted IA code.

All courses are reimbursed upon successful completion.

Location:

Saint Leonard, QC

There is no opportunity to work remote until complete certification terminating in 2 years after start date.

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