William Frenn Wealth Management

The William Frenn Wealth Management team at work

Careers

Be a Part of an Award-Winning Team!

Are you someone who constantly seeks to surpass expectations? Do you thirst for excellence in all that you do? If so, we are looking for people like you.

If you are interested in a career opportunity where you can pursue your professional development and truly make a difference, then we may be your most natural fit.

Our branch has been Manulife Securities #1 office in Canada for assets under management for over 19 years. This is simply the result of our client-centric approach brought to life through the commitment of exceptional people, like you!

Join our award-winning team and help us shape the future of wealth management in Canada.

Apply Now

What We Offer

The Right Tools for the Right Job

We invest in modern technology to ensure our staff and clients have access to the tools required to achieve top performance. Professional work commands nothing less.

Balanced Leadership & Mentoring

We invest in the success of our staff. We are committed to guiding and fostering our staff towards growth and continuous improvement. Mentorship empowers our employees to take on new challenges and apply new skills. We are dedicated to keeping our future leaders involved and productive.

Competitive Compensation

We understand our people are the foundation of our business, which is why we treat them like family. Your hard work will not go unnoticed. Success and loyalty are rewarded.

Our Values

Team members collaborating in the office

Reach for Excellence

Just getting it done isn’t enough. We seek to surpass expectations and do better every day.

If You Want to Go Far, Go Together.

We believe teamwork is the cornerstone of great achievement. We build on each other’s strengths to achieve bigger and better long-term results.

Think Big.

Growth starts with bigger goals. We don’t shy away from a challenge.

Never Compromise on Work Ethic and Integrity

Every compromise leads to another. There are no shortcuts to true success, so we never take any..

Do Good

As a successful practice, we believe it is our duty to promote positive change in society and to help those less fortunate.

Our Mission

Our team embodies a small business mindset and culture while remaining supported by a multinational company who is a trusted industry leader.

Company culture is the backbone of a happy workforce; we don't take that lightly. We believe culture matters.

We build positive company culture through our everyday attitudes, behaviors, assumptions, metrics, and beliefs. Our standards are not mediocre, and we push our goals everyday through positive leadership, language, and processes.

Dale Carnegie once said, "People rarely succeed unless they are having fun in what they are doing.” Our roles here are more than just a paycheck. We enjoy our work and encourage fun in our constant pursuit of excellence.

The team enjoying time together at the office

Current Openings

We are always looking for exceptional professionals to join our practice — from strategic wealth advisors to client operations specialists.

Wealth Management Associate
(Hybrid – Montreal)

We are looking for an analytical professional to support our core practice in portfolio design, financial plan construction, and client review preparation.

Client Relations Specialist
(On-site – Montreal)

We are seeking a dedicated specialist to manage high-net-worth client onboarding, administrative logistics, and daily operational inquiries.

Senior Wealth Advisor
(Hybrid – Montreal)

We are looking for an experienced, licensed advisor to expand our strategic network and deliver comprehensive estate and tax-planning solutions.

Practice Operations Manager
(On-site – Montreal)

We are seeking an organized manager to oversee internal compliance workflows, practice pipelines, and institutional reporting.

Financial Advisor – Wealth Management
(Dorval, QC)

As a financial advisor, you will be a part of our wealth management team, which works solely with high-net-worth clients. This position is ideal for people with entrepreneurial mindsets who can build a business independently through our brand’s strength and stability.

Future Opportunities

Our client base is growing, and our team is expanding with it. If you believe your background in financial services aligns with our institutional standards, leave your details below.

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A future colleague preparing an application

“I started this career with a vision of independence, professional achievement and the pursuit of excellence in client service.
Over the years, more people have joined in this journey and we have built a remarkable team that has become family, pursuing this same vision to ever-new heights. I feel blessed to work with them every day.”

William FrennFounder