Associate Wealth & Retirement Advisor

Manulife; Southwestern Ontario; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Southwestern Ontario is seeking an Associate Wealth & Retirement Advisor to deliver wealth and retirement advice to clients. This hybrid role requires strong communication skills and the ability to provide tailored financial solutions. Ideal candidates will possess a university degree and industry licenses, along with a commitment to client service and collaboration with a team of advisors.

Benefits

Customizable health and wellness benefits

Retirement savings plans

Generous paid time off program

Qualifications

• 1 to 2 years industry experience in client-facing roles.
• Experience in conducting one-on-one client meetings.
• Bilingual ability preferred, but not required.

Responsibilities

• Identify client's life and financial goals.
• Provide financial advice using various investment solutions.
• Connect clients with appropriate Manulife partners.
• Communicate effectively with clients to address their needs.
• Work collaboratively to provide additional value.

Skills

Client interaction

Financial planning

Investment advice

Communication skills

Collaboration

Education

University degree

MFDA or IIROC license

Life License (LLQP)

IQPF designation

Job description

Overview

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 a 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 determining if other professionals within the advice team, including more senior advisors, can 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
• 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
• Advisor positions available in core Manulife offices GTA, Kitchener/Waterloo

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.

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].

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 our story.

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.