Associate Wealth

4 weeks ago

Waterloo, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.

The Associate Wealth & Retirement Advisor is a 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 an Associate Wealth & Retirement Advisor, you will service clients by providing them with advice, financial planning as well as other core solutions in line with their wealth and retirement goals. Through your discovery conversations, you will play a key role in resolving if other professionals within the advice team, including more senior advisors, are able to add additional valuable advice and solutions to clients, and then seamlessly introducing clients to such professionals.

Responsibilities

  1. Identify your client’s life and financial goals.
  2. Provide financial and investment advice, including in securities, and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and third-party solutions.
  3. Acquire and consolidate assets of clients and provide insurance solutions.
  4. Connect clients with the right Manulife partners and professionals, including senior advisors, to help continuously meet their needs and add additional value, as appropriate.
  5. Effectively communicate with clients and respond to developing needs, resolve issues or problems and follow up as appropriate.
  6. Ability to interact with digital financial planning tools to assist clients in developing financial plans.
  7. Work collaboratively with Manulife partners to provide added customer value to clients.
  8. 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.

What are we looking for?

  1. University degree and/or minimum of 1 to 2 years industry experience, experience speaking directly with clients and conducting one-on-one client meetings.
  2. Bilingual preferred but not required.
  3. MFDA or IIROC license (IIROC preferred with completed Conduct & Practices Handbook (CPH)).
  4. Life License required (LLQP).
  5. IQPF designation, or required to obtain within first 2 years of employment.
  6. Ability to provide a valuable client service and advice experience.
  7. Excellent verbal and communication skills.
  8. Natural propensity towards teamwork and collaboration; proven coachability.

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What motivates you?

  1. Obsessing about customers, listening, engaging and acting for their benefit.
  2. Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  3. You thrive in teams and enjoy getting things done together.
  4. You take ownership and build solutions, focusing on what matters.
  5. You do what is right, work with integrity and speak up.
  6. You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?

  1. A competitive salary and benefits packages.
  2. A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  3. A focus on growing your career path with us.
  4. Flexible work policies and strong work-life balance.
  5. Professional development and leadership opportunities.

Our commitment to you:

  1. Values-first culture.
  2. We lead with our Values every day and bring them to life together.
  3. Boundless opportunity.
  4. We create opportunities to learn and grow at every stage of your career
  5. Continuous innovation.
  6. We invite you to help redefine the future of financial services.
  7. Delivering the promise of Diversity, Equity and Inclusion.
  8. We foster an inclusive workplace where everyone thrives.
  9. Championing Corporate Citizenship.
  10. We build a business that benefits all collaborators and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.

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.

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.

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.

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