ASSISTANT SOCIAL

4 weeks ago

Toronto ON, Canada Manulife Insurance Malaysia Full time

Investment Counsellor, Private Wealth page is loaded Investment Counsellor, Private Wealth
Postuler locations Toronto, siège social mondial (250 Bloor) Ontario - Travail à domicile time type Temps plein posted on Publié hier job requisition id JR22092102 Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the Manulife Private Wealth website.
The Investment Counsellor is a senior member of a team of private wealth professionals delivering institutional quality investment management, private banking, financial, estate and tax planning services to High Net Worth (“HNW”) individuals and their families, as well as institutions.. As an Investment Counsellor, you will lead the assessment of the client’s personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans in partnership with other professionals on the Private Wealth team, such as Financial Planners, Tax & Estate Planners, Private Bankers and the Chief Investment Strategist. You will manage a portfolio of clients, retain and grow the relationships with them through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. The Investment Counsellor is supported in these efforts by our team of Private Wealth Consultants who work to identify leads and referral opportunities for the team, both internally and externally.
Investment Counselling
Effectively communicate MPW’s investment philosophy and risk management approach to current and prospective clients
Take an investment consulting approach to discretionary investment management through Client Discovery and Needs Assessment
Construct client portfolios using Manulife Private Wealth’s global strategic asset allocation and open architecture platform
Regularly meet with clients to discuss performance, markets and review any changes to their wealth planning goals
Take a proactive approach to monitor and re-balance portfolios in compliance with the client’s Investment Policy Statement and in accordance with MPW’s practices
Consult and partner with Chief Investment Strategist on asset allocation and re-balancing of portfolio
Partner as a senior member of the team with the team of Client Service Associates dedicated to supporting Investment Counsellors and clients to enhance the client service experience
Acquire new clients either through professional contacts, centers of influence, MPW Private Wealth Consultants or independent advisors
Track new client opportunities and additions to existing portfolios through CRM and other systems
Financial Planning and Client Experience
Collaborate with Private Wealth Financial Planner to create customized plans for clients with a complete and comprehensive lens on the client’s overall wealth
Work collaboratively with Tax and Estate Planners to discover additional considerations or needs a client may have based on the results of the financial plan
Perform, together with the Private Wealth Client Service 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
University degree and 5+ years related investment counselling experience or investment management experience
Strong background in both finance and investments
Licensed as an Advising Representative with Ontario Securities Commission (OSC)
Investment Counsellors in each of the GTA and Ontario regions
Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
We create opportunities to learn and grow at every stage of your career
We invite you to help redefine the future of financial services.
Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact.
Au 30 juin 2021, l’actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens (1 100 milliards de dollars américains). Vous pouvez consulter le site de Manuvie à l’adresse manuvie.Salaire et avantages sociaux
Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers.

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