Wealth and Retirement Advisor

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

Job summary

Join a forward-thinking company as a Wealth and Retirement Advisor, where you'll empower clients to achieve their financial goals through tailored advice and solutions. In this hybrid role, you'll build long-lasting relationships, conduct comprehensive financial planning, and collaborate with a dedicated team to enhance client experiences. With a commitment to diversity and inclusion, this organization offers a supportive environment for professional growth and development. If you're passionate about making a difference in clients' lives and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Mental Health Support

Retirement Savings Plans

Paid Time Off

Flexible Work Environment

Employee Assistance Programs

Wellness Benefits

Qualifications

• 3-5 years of industry experience with direct client interaction.
• Ability to create customized financial plans for clients.

Responsibilities

• Lead relationship management and financial planning for clients.
• Provide financial planning advice using various investment solutions.

Skills

Financial Planning

Relationship Management

Communication Skills

Team Collaboration

Education

University Degree

Canadian Securities Course (CSC)

CIRO License

Life License (LLQP)

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 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 Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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 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 [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. Please contact [e-mail] 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 [e-mail] for more information about U.S.-specific paid time off provisions.