Senior Wealth & Retirement Planner (Hybrid)

Société Financière Manuvie; Calgary; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Wealth and Retirement Advisor to deliver financial and investment solutions to clients. This role involves identifying client financial goals, providing tailored advice, and collaborating with partners to enhance client relationships. Candidates should hold a university degree, the Canadian Securities Course (CSC), and a CIRO license. This position offers a hybrid work arrangement and comprehensive benefits, supporting personal and professional growth.

Benefits

Comprehensive health benefits

Retirement savings plans

Paid time off and sick leave

Qualifications

• Experience conducting one-on-one client meetings and providing financial advice.
• Ability to develop long-lasting relationships with clients.
• Strong teamwork and collaboration skills essential.

Responsibilities

• Identify clients' financial goals and build long-term relationships.
• Provide tailored financial planning and advice to clients.
• Work collaboratively with Manulife partners to deliver added value.

Skills

Client relationship management

Financial planning

Communication skills

Team collaboration

Education

University degree or equivalent experience

Canadian Securities Course (CSC)

CIRO license

Job description

A leading financial services provider is seeking a Wealth and Retirement Advisor to deliver financial and investment solutions to clients. This role involves identifying client financial goals, providing tailored advice, and collaborating with partners to enhance client relationships. Candidates should hold a university degree, the Canadian Securities Course (CSC), and a CIRO license. This position offers a hybrid work arrangement and comprehensive benefits, supporting personal and professional growth.