Licensed Investment / Insurance Advisor, PlanRight

Manulife Insurance Malaysia; Waterloo; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider seeks a Licensed Investment / Insurance Advisor in Waterloo. This role involves managing client relationships, conducting financial assessments, and providing tailored solutions. Join a supportive team dedicated to your growth with ongoing training and development opportunities.

Benefits

Expenses and travel covered

Training and ongoing coaching

Corporate support

Health insurance

Dental insurance

Mental health benefits

Vision insurance

Disability insurance

Life insurance

Retirement plans

Qualifications

• Minimum 2 years of successful experience as a Financial Advisor.
• MFDA or IIROC licensed or willing to obtain prior to start.

Responsibilities

• Be the first point of contact for customers requesting to meet with a PlanRight advisor.
• Conduct meetings over the phone and record activities using Salesforce.

Skills

Understanding of regulatory / legal issues

Experience developing and presenting financial plans

Ability to work independently

Self-motivated

Open to innovation

Ability to build professional client relationships

Problem resolution and conflict management

Education

Certified Financial Planning designation

Tools

Salesforce

Conquest

MS Office

Job description

Licensed Investment / Insurance Advisor, PlanRight

Apply locations : Waterloo, Ontario

Time type : Full time

Posted on : Posted 2 Days Ago

End Date : May 12, 2025 (11 days left to apply)

Job requisition id : JR25040146

Leverage your sales, planning, and relationship building skills in our unique environment.

What’s in it for you?

This opportunity offers :

• Expenses and travel covered
• Training, ongoing coaching, and corporate support

Join a supportive and interactive team with leadership dedicated to your growth and success.

We seek results-oriented, motivated, energetic individuals eager to thrive in this environment. If this describes you, apply below and read on!

Key Responsibilities :

• Be the first point of contact for customers requesting to meet with a PlanRight advisor
• Conduct meetings over the phone and record activities using Salesforce
• Address customer questions, review their Manulife Group Retirement Savings plan, and assess other financial needs
• Identify opportunities and recommend solutions tailored to clients’ financial situations and goals
• Handle sales transactions over the phone and refer clients to second-tier advisors for holistic planning
• Communicate proactively with clients, resolve issues, and follow up as needed
• Provide back-office support to elite second-tier advisors

Manage your pipeline and achieve results

• Manage sales pipeline with a high closing rate
• Follow up on leads provided by Manulife
• Share best practices and strategies with peers

Ongoing Training & Development

• Participate in onboarding and create a professional development plan
• Engage in coaching and ongoing training sessions

Qualifications :

• Minimum 2 years of successful experience as a Financial Advisor
• MFDA or IIROC licensed or willing to obtain prior to start
• Certified Financial Planning designation or in process
• Knowledge of Manulife products and systems is an asset
• Experience with Salesforce and Conquest is an asset
• Proficiency in MS Office
• Completed formal sales training

Skills required :

• Understanding of regulatory / legal issues affecting life insurance and investments
• Experience developing and presenting financial plans
• Ability to work independently and manage priorities
• Self-motivated, goal-oriented
• Open to innovation and continuous improvement
• Ability to build professional client relationships
• Problem resolution and conflict management skills

About Manulife and John Hancock

Manulife Financial Corporation is a leading financial services provider, helping people make decisions easier and lives better. 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 practices without discrimination based on protected grounds. Reasonable accommodations are available during the application process. Contact [emailprotected] to request accommodations.

Working Arrangement

Hybrid

Salary & Benefits

Salary varies based on market, location, and experience. Incentive programs are available. Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, and more. Contact [emailprotected] for details.

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