Wealth and Retirement Advisor

Manulife; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Canada is seeking a Wealth and Retirement Advisor to provide comprehensive wealth advice and financial planning tailored to clients' needs. The ideal candidate will have a university degree, experience in client interaction, and necessary licenses, including the Canadian Securities Course. The company promotes a hybrid working environment, offering robust support for personal and professional growth.

Benefits

Customizable health and dental benefits

Incentive compensation programs

Paid time off and statutory leaves

Qualifications

• 3-5 years of industry experience or equivalent preferred.
• Experience speaking directly with clients essential.
• Ability to develop long-lasting relationships with collaborators.

Responsibilities

• Identify clients' life and financial goals.
• Provide financial planning and investment advice.
• Collaborate with financial planners to create customized plans.

Skills

Client relationship management

Financial planning

Effective communication

Team collaboration

Education

University degree

Canadian Securities Course (CSC)

CIRO license

Job description

Overview

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 a 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 Manulife’s Group Retirement, Group Benefits, Insurance, Bank and other channels.

Position Responsibilities

Relationship Management and Advice

• Identify your client’s 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 client’s 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

• 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 Inclusion

Manulife is a leading international financial services company dedicated to helping people achieve a comfortable investment and prosperous life. For more information, please visit the Manulife Im Institutional site.

Equal Opportunity Employer

Manulife/恒康 embraces diversity and is committed to fair employment practices. We strive to attract, develop and retain a diverse workforce and provide equal opportunity in recruitment, retention, promotion and compensation. Applicants requiring accommodation during the application process should 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. For additional information, please contact [e-mail].

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 and educational resources. Our paid time off program includes holidays, vacation, personal, and sick days, and we provide 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.