Wealth and Retirement Advisor

Manulife Insurance Malaysia; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth and Retirement Advisor to join their dynamic team. In this pivotal role, you will lead relationship management and financial planning for clients, helping them achieve their wealth and retirement goals. Your expertise in financial planning and ability to build lasting relationships will be key to delivering exceptional service. This role offers a collaborative environment where your contributions will significantly impact clients' financial futures. If you're passionate about making a difference and thrive in a supportive atmosphere, this opportunity is for you.

Benefits

Medical Insurance

Dental Insurance

Mental Health Support

Vision Insurance

Disability Insurance

Life Insurance

Retirement Savings Plans

Paid Time Off

Employee Assistance Programs

Qualifications

• 3-5 years of industry experience with direct client interaction.
• Required licenses: CSC, CIRO, and Life License.

Responsibilities

• Identify client goals and build long-term relationships.
• Provide tailored financial planning advice and solutions.

Skills

Financial Planning

Relationship Management

Communication Skills

Teamwork

Education

University Degree

Canadian Securities Course (CSC)

CIRO License

Life License (LLQP)

Job description

Wealth and Retirement Advisor page is loaded

Wealth and Retirement Advisor

Locations: Toronto, Ontario; Waterloo, Ontario

Time type: Full-time

Posted on: Published 2 days ago

Time left to apply: Application deadline: April 16, 2025 (11 days left to apply)

Job requisition ID: JR25031652

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.

As a Wealth and Retirement Advisor, you will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to help them achieve these goals.

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 communicate 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 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, experience speaking directly with clients and conducting one-on-one client meetings.
• Canadian Securities Course (CSC) required.
• CIRO license (formerly IIROC license) required.
• Life License required (LLQP).

Preferred Qualifications:

• Complete Conduct & Practices Handbook (CPH) within first 90 days of role.
• CFP preferred.
• Ability to develop long-lasting, trusted relationships with stakeholders.
• Excellent verbal and communication skills.
• Natural propensity towards teamwork and collaboration; proven coachability.
• Moderate travel within is required.
• Advisor positions available in each of the GTA area.

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 is a global leader in financial services that helps people make decisions more easily and live better. To learn more about us, visit www.manulife.com.

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 our customers, and to foster an inclusive workplace that leverages the diversity of our employees and the talents of everyone. We are committed to ensuring equitable recruitment, retention, promotion, and compensation practices, and we administer all our practices and programs without discrimination based on race, ancestry, place of origin, color, ethnic origin, citizenship, religion or beliefs, gender (including pregnancy and related medical conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other grounds protected by applicable law.

We have made it a priority to eliminate barriers to equal access to employment. Therefore, a representative from Human Resources will work with candidates who request reasonable accommodation during recruitment. All information shared during the accommodation request process will be stored and used in accordance with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the recruitment process, please write to [e-mail].

Compressed work week

Hybrid

Salary and Benefits

Salary varies based on local market conditions, geography, and relevant factors related to the position such as knowledge, skills, qualifications, experience, and education or training. Employees also have the opportunity to participate in incentive programs and earn performance-related compensation based on company and individual performance. Please write to [e-mail] for more information.

Manulife offers eligible employees a wide range of customizable benefits, including medical, dental, mental health, vision, short-term and long-term disability, life insurance, adoption assistance, surrogacy assistance, and non-urgent medical care, as well as employee and family assistance programs. We also provide eligible employees with various retirement savings plans (including pension plans and an international stock ownership program with employer matching contributions) and educational and financial counseling resources. Our generous paid time off program in Canada includes holidays, annual leave, personal days, and sick leave, and we offer the full range of legally mandated leaves. If you are applying for this position in the United States, please write to [e-mail] for more information on the specific paid leave provisions in the U.S.