Wealth and Retirement Advisor

Company 1 - The Manufacturers Life Insurance Company; Waterloo; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a Wealth and Retirement Advisor in Waterloo. The role involves managing client relationships, providing tailored financial planning advice, and collaborating with partners to meet client needs. A university degree and relevant licenses are required, along with strong communication and relationship-building skills. This position offers a hybrid working arrangement and a supportive environment for professional development.

Benefits

Customizable health and dental benefits

Retirement savings plans with employer matching

Paid time off and generous leave policies

Qualifications

• 3-5 years of industry experience, experience speaking directly with clients.
• Strong problem-solving skills and the ability to build trust.
• Knowledge of financial products and investment strategies.

Responsibilities

• Identify client goals and build long-term relationships.
• Provide financial planning advice and develop customized plans.
• Collaborate with partners to enhance client service.

Skills

Relationship management

Financial planning

Communication skills

Teamwork

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 .

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 .

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.