Position Description
Job Description
Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.
The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an employee of Manulife, advising clients from Manulife’s Group Retirement, Group Benefits, Insurance, Bank and other channels.
As a Wealth and Retirement Advisor, you will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to help them achieve these goals.
Responsibilities
Relationship Management and Advice:
- Identify your client’s life and financial goals and build long-term relationships
- Provide financial planning advice and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and third-party solutions
- Acquire and consolidate assets of clients and work with their families to provide advice
- Connect clients with the right Manulife partners to help continuously meet their needs
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and follow up as appropriate
Financial Planning and Client Experience:
- Conduct Financial Planning or collaborate with Financial Planners to create customized plans for clients with a complete and comprehensive lens on the client’s overall financial picture
- Work collaboratively with Manulife partners to provide added value to clients
- Perform, together with the Client Support team, sales and service support activities to meet client needs and maintain overall service levels
- Follow through on the risk and compliance processes and policies to ensure we safeguard our clients’ assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirements
Required Skill / Experience
What are we looking for?
- University degree and/or 3-5 years industry experience, experience speaking directly with clients and conducting one on one client meetings
- Canadian Securities Course (CSC) required
- IIROC license
- Life License required (LLQP)
- Complete Conduct & Practices Handbook (CPH) within first 90 days of role
- IQPF licensing preferred (for Quebec only)
- CFP preferred
- Ability to develop long lasting, trusted relationships with stakeholders
- Excellent verbal and communication skills
- Natural propensity towards teamwork and collaboration; proven coachability
- Moderate travel within is required
- Advisor positions available in each of the GTA, Ontario and Montreal regions
What motivates you?
- Obsessing about customers, listening, engaging and act for their benefit.
- Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Our commitment to you
- Values-first culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity
- We create opportunities to learn and grow at every stage of your career!
- Continuous innovation
- We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
- We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
- We build a business that benefits all stakeholders and has a positive social and environmental impact.
