Wealth and Retirement Advisor

Company 1; Calgary; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a Wealth and Retirement Advisor to deliver wealth and retirement advice. In this hybrid role, you will build relationships, provide tailored financial planning solutions, and work collaboratively to meet client goals. Ideal candidates have a university degree, relevant industry experience, and necessary licenses.

Benefits

Health, dental, and vision insurance

Wellness benefits and employee assistance plans

Retirement savings plans with employer matching

Paid time off including holidays and sick days

Qualifications

• 3-5 years of industry experience or equivalent.
• Experience conducting one-on-one client meetings.
• Life License (LLQP) required by start date.

Responsibilities

• Build long-term client relationships focused on wealth and retirement advice.
• Conduct financial planning tailored to clients' goals.
• Collaborate with support teams to ensure compliance and client needs are met.

Skills

Channel Marketing

Accounting Tally

Corporate Risk Management

Brokerage

Education

University degree

Canadian Securities Course (CSC)

CIRO license

Job description

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice including financial planning and insurance to clients across the wealth spectrum.

The Wealth and Retirement Advisor is senior 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 Manulifes Group Retirement Group Benefits Insurance Bank and other channels.

Position Responsibilities :

Relationship Management and Advice :

Identify your clients life and financial goals and build long-term relationships

Provide financial planning advice and solutions using our array of investment and portfolio solutions including best-in-class proprietary and third-party solutions

Acquire and consolidate assets of clients and work with their families to provide advice

Connect clients with the right Manulife partners to help continuously meet their needs

Proactively connect with clients and respond to developing needs resolve issues or problems and follow up as appropriate

Financial Planning and Client Experience :

Conduct Financial Planning or collaborate with Financial Planners to create customized plans for clients with a complete and comprehensive lens on the clients overall financial picture

Work collaboratively with Manulife partners to provide added new value to clients

Perform together with the Client Support team sales and service support activities to meet client needs and maintain overall service levels

Follow through on the risk and compliance processes and policies to ensure we safeguard our clients assets maintain their privacy act in their best interests and ensure compliance with regulatory legal and ethical requirements

Required Qualifications :

University degree and / or 3-5 years industry experience or equivalent

Experience speaking directly with clients and conducting one on one client meetings

Canadian Securities Course (CSC) required

CIRO license (formerly IIROC license) required

Preferred Qualifications :

Life License (LLQP) will be required for the start date

Complete Conduct & Practices Handbook (CPH) within first 90 days of role

CFP preferred

Ability to develop long lasting trusted relationships with collaborators

Excellent verbal and communication skills

Natural propensity towards teamwork and collaboration; proven coachability

Moderate travel within is required

When you join our team :

Well empower you to learn and grow the career you want.

Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.

As part of our global team well 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 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 .

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 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 for more information about U.S.-specific paid time off provisions.

Required Experience :

Unclear Seniority

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Full-Time

Experience : years

Vacancy : 1

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