Associate Wealth & Retirement Advisor

Manulife Wealth & Asset Management; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Toronto is seeking an Associate Wealth & Retirement Advisor to deliver financial and investment solutions to clients. This role involves identifying client goals, providing advice, and collaborating with senior advisors. Candidates should possess a university degree, relevant licenses, and strong client service skills. The position offers a supportive hybrid work environment, emphasizing personal growth and inclusion.

Benefits

Health insurance

Dental insurance

Life insurance

Retirement plans

Qualifications

• University degree and/or 1-2 years industry experience, including client meetings.
• MFDA or IIROC license (IIROC preferred with Conduct & Practices Handbook completed).
• Life License (LLQP) required.
• IQPF designation, or to be obtained within 2 years of employment.

Responsibilities

• Identify your client’s life and financial goals.
• Provide financial and investment advice, including securities.
• Acquire and consolidate client assets and provide insurance solutions.
• Communicate effectively with clients, respond to needs, and follow up as appropriate.

Skills

Client service skills

Communication skills

Team-oriented

Bilingual (preferred)

Education

University degree

1-2 years industry experience

MFDA or IIROC license

Life License (LLQP)

IQPF designation (to be obtained)

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 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 advice, financial planning, and other core solutions aligned with their wealth and retirement goals. Through discovery conversations, you will identify opportunities to involve more senior advisors for additional advice and solutions, then seamlessly introduce clients to such professionals.

Position Responsibilities

1. Identify your client’s life and financial goals
2. Provide financial and investment advice, including securities, using our array of investment and portfolio solutions, including proprietary and third-party options
3. Acquire and consolidate client assets and provide insurance solutions
4. Connect clients with the right Manulife partners and professionals, including senior advisors, to meet their needs and add value
5. Communicate effectively with clients, respond to needs, resolve issues, and follow up as appropriate
6. Utilize digital financial planning tools to assist clients in developing financial plans
7. Collaborate with Manulife partners to enhance customer value
8. Follow risk and compliance policies to safeguard client assets, maintain privacy, act in clients’ best interests, and ensure regulatory compliance

Required Qualifications

• University degree and/or 1-2 years industry experience, including client meetings
• MFDA or IIROC license (IIROC preferred with Conduct & Practices Handbook (CPH) completed)
• Life License (LLQP) required
• IQPF designation, or to be obtained within 2 years of employment

Preferred Qualifications

• Strong client service and advice skills
• Excellent verbal and communication skills
• Team-oriented and coachable
• Bilingual preferred but not required
• Positions available in GTA, Kitchener / Waterloo

When You Join Our Team

• Opportunity to learn and grow your career
• Supportive, flexible environment emphasizing well-being and inclusion
• Be part of a global team shaping the future

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider. Learn more at https://www.manulife.com/en/about/our-story.html.

Equal Opportunity Employer

We embrace diversity and foster an inclusive environment. We are committed to fair recruitment, retention, and advancement practices without discrimination. Reasonable accommodations are available during the application process. Contact [e-mail] to request accommodations.

Working Arrangement: Hybrid

Salary & Benefits

Salary varies based on market, location, and experience. Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, and more. Contact [e-mail] for details.

Seniority level: Entry level

Employment type: Full-time

Industry: Insurance