Financial Consultant

Manulife Wealth & Asset Management; Montreal; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Join a leading financial services provider as a Financial Consultant in Montreal. This role offers a unique opportunity to guide clients through their investment options while developing your skills in a supportive environment. With comprehensive training and a focus on customer service, you'll help individuals plan for their financial futures.

Benefits

Comprehensive benefits package

Incentive programs

Flexible work environment

Qualifications

• Licensing: Life License Qualification Program (LLQP) required.
• Bilingual (French & English) is required for Quebec applicants.

Responsibilities

• Proactively call and educate group retirement plan members on investment options.
• Prepare financial illustrations to assist members in planning their retirement income.
• Identify referral opportunities based on client needs.

Skills

Active listening

Customer service

Sales skills

Education

Post-secondary education

Job description

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Kickstart Your Career as a Financial Consultant (Wealth & Retirement)

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? At Manulife, we're committed to making every day better for people around the world. If you're an ambitious individual who shares our values and is eager to begin your journey as a sales professional in financial advising, we’d love to hear from you!

Manulife Wealth and Asset Management provides comprehensive financial and investment solutions, including financial planning and insurance, to clients across the wealth spectrum. As a Financial Consultant, you will play a vital role providing investment solutions and guidance to employees transitioning from their current employer. You'll understand their investment and financial needs to guide and assist them in planning their future.

What You'll Do

• Proactively call and receive calls from existing group retirement plan members who are leaving or have left their employer retirement plan to discuss their investment options and offering various Manulife’s Investment Solutions.
• Engage in one-on-one needs-based conversations over the phone with group retirement plan members.
• Educate members on the benefits of various investment options and communicate our value proposition.
• Review and provide investment guidance on Group Retirement investments.
• Prepare financial illustrations to help members plan their retirement income.
• Guide members through need-based analysis and develop personalized action plans.
• Identify referral opportunities by understanding clients’ preferences and situations.

Why This Role Is Perfect For You

• An amazing opportunity to start your career as a financial consultant and grow within a dynamic company.
• Develop and hone your skills as a sales professional in the financial services industry.
• Base salary with full benefits, followed by a comprehensive sales incentive program.

Qualifications

• Licensing : You will need to obtain the Life License Qualification Program (LLQP) before starting. Financial support for obtaining this license will be provided.
• Education : Post-secondary education is an asset.

Asset

• Bilingual (French & English) is required for Quebec applicants only - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

Skills And Competencies

• Prior experience as an investment advisor or MFDA / IIROC license is preferred
• Ability to articulate value propositions effectively over the phone.
• Strong active listening skills to understand clients’ needs.
• Attention to detail in recording customer information accurately.
• High integrity, always putting the client at the center of every conversation.
• A strong compliance mindset and commitment to staying informed about our products and services.

What Motivates You

• Passion for customer service, with a focus on listening, engaging, and acting for the benefit of clients.
• Curiosity and an innovative mindset to discover new approaches and drive business outcomes.
• Team-oriented, thriving in collaborative environments.
• Ownership of your work, building solutions that focus on what truly matters.
• Integrity and courage to do what is right and speak up when necessary.
• Commitment to diversity and inclusion, contributing to a welcoming workplace for all.

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 our story .

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

• Entry level

Employment type

• Full-time

Job function

• Insurance

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Financial Consultant • Montreal, Montreal (administrative region), Canada