Associate Wealth & Retirement Advisor

Manulife Wealth & Asset Management; Montreal; Hybrid; CAD 55,000 - 70,000; Full time

Job summary

A leading financial services provider seeks an Associate Wealth & Retirement Advisor to join its team in Montreal. This entry-level role involves providing clients with personalized financial planning and investment strategies while collaborating with senior advisors. Benefits include a flexible work environment and opportunities for professional growth. Ideal candidates will have a university degree, excellent communication skills, and a strong commitment to client service.

Benefits

Customizable health and dental benefits

Retirement savings plans

Generous paid time off

Qualifications

• Minimum of 1 to 2 years industry experience required.
• MFDA or IIROC license (IIROC preferred).
• Life License required (LLQP).

Responsibilities

• Identify clients' life and financial goals.
• Provide financial and investment advice.
• Connect clients with senior advisors when needed.

Skills

Client Service

Communication

Financial Planning

Teamwork

Education

University degree

Job description

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Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.

The Associate Wealth & Retirement Advisor is 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 an Associate Wealth & Retirement Advisor, you will service clients by providing them with advice, financial planning as well as other core solutions in line with their wealth and retirement goals. Through your discovery conversations, you will play a key role in resolving if other professionals within the advice team, including more senior advisors, are able to add additional valuable advice and solutions to clients, and then seamlessly introducing clients to such professionals.

Position Responsibilities

• Identify your client’s life and financial goals
• Provide financial and investment advice, including in securities, 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 provide insurance solutions
• Connect clients with the right Manulife partners and professionals, including senior advisors, to help continuously meet their needs and add additional value, as appropriate
• Effectively communicate with clients and respond to developing needs, resolve issues or problems and follow up as appropriate
• Ability to interact with digital financial planning tools to assist clients in developing financial plans
• Strong client
• Work collaboratively with Manulife partners to provide added customer value to clients
• 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 Qualifications

• University degree and / or minimum of 1 to 2 years industry experience, experience speaking directly with clients and conducting one on one client meetings
• MFDA or IIROC license (IIROC preferred with completed Conduct & Practices Handbook (CPH))
• Life License required (LLQP)
• IQPF designation, or required to obtain within first 2 years of employment

Preferred Qualifications

• Ability to provide a valuable client service and advice experience
• Excellent verbal and communication skills
• Natural propensity towards teamwork and collaboration; proven coachability
• Bilingual preferred but not required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
• Advisor positions available in core Manulife offices GTA, Kitchener / Waterloo, Montreal, Calgary and Vancouver

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https : / / www.manulife.com / en / about / our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife / John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife / John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [e-mail] for additional information.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Insurance

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