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Wealth and Retirement Advisor

2 months ago

Montreal, Canada Manulife Full time

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.

Responsibilities

Relationship Management and Advice:

  1. Identify your client’s life and financial goals and build long-term relationships.
  2. Provide financial planning advice 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 work with their families to provide advice.
  4. Connect clients with the right Manulife partners to help continuously meet their needs.
  5. Proactively connect with clients and respond to developing needs, resolve issues or problems, and follow up as appropriate.

Financial Planning and Client Experience:

  1. 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.
  2. Work collaboratively with Manulife partners to provide added new value to clients.
  3. Perform, together with the Client Support team, sales and service support activities to meet client needs and maintain overall service levels.
  4. 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 3-5 years industry experience or equivalent.
  2. Experience speaking directly with clients and conducting one-on-one client meetings.
  3. Canadian Securities Course (CSC) required.
  4. CIRO license (formerly IIROC license) required.
  5. Life License required (LLQP).
  6. Complete Conduct & Practices Handbook (CPH) within first 90 days of role.
  7. IQPF licensing preferred (for Quebec only).
  8. CFP preferred.
  9. Ability to develop long-lasting, trusted relationships with collaborators.
  10. Excellent verbal and communication skills.
  11. Natural propensity towards teamwork and collaboration; proven coachability.
  12. Moderate travel within is required.
  13. Bilingual (English and French) both spoken and written.

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.

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 provider, helping people make their decisions easier and lives better. To learn more about us, visit our story.

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 recruitment@manulife.com.

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 recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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