Licensed Investment/Insurance Advisor, PlanRight

Manulife Insurance Malaysia; Waterloo; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

Join an innovative financial services provider as a Licensed Investment/Insurance Advisor in a hybrid role. This position allows you to leverage your sales and planning skills while working in a supportive environment focused on your growth. You will engage with clients, conduct meetings, and tailor solutions to their financial needs. With ongoing training and a comprehensive benefits package, this role offers a fantastic opportunity for motivated individuals eager to thrive in the financial industry. If you are results-oriented and passionate about helping clients achieve their financial goals, this is the perfect opportunity for you.

Benefits

Comprehensive benefits package

Expenses and travel covered

Ongoing coaching and corporate support

Training opportunities

Qualifications

• Minimum 2 years of experience as a Financial Advisor.
• Life License Qualification Program (LLQP) in good standing required.
• MFDA or IIROC licensed or willing to obtain.

Responsibilities

• Be the first point of contact for customers requesting meetings.
• Conduct meetings over the phone and manage sales pipeline.
• Provide back-office support to elite second-tier advisors.

Skills

Regulatory/legal issues understanding

Financial plan development and presentation

Independent work and priority management

Self-motivated and goal-oriented

Problem resolution and conflict management

Education

Life License Qualification Program (LLQP)

Certified Financial Planning designation

Formal sales training

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:

• A competitive base salary
• A comprehensive benefits package
• 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
• Life License Qualification Program (LLQP) in good standing
• 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 [e-mail] 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 [e-mail] for details.