Private Wealth Consultant

The Opportunity Manulife Private Wealth ("MPW") delivers discretionary private investment counselling to high net worth ("HNW") clients across Canada. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of every Canadian's financial plan and future. As part of a global financial institution, our leading capabilities in public and private markets are strengthened by an investment footprint that spans globally across 19 geographies with over 650 investment professionals. We are looking for individuals with the skills, energy and drive to help us grow our client base. We are seeking a highly motivated and strategic Private Wealth Consultant to join our growing team. This individual will play a key role in driving new business with internal and external partners, presenting the MPW offering to prospective clients and advisors. The ideal candidate is entrepreneurial, relationship-driven and skilled at identifying opportunities to expand our client base. This role will have shared responsibilities of Ontario and cover Western Canada. The candidate can work out of our Vancouver, Calgary or Toronto office. Key Accountabilities Build and maintain a strong referral network with our internal partners (e.g. PlanRight and Transitions teams) as well as external advisors and insurance partners, to identify, qualify and pursue new client opportunities. Lead prospect meetings, contributing to needs analysis, solution design and proposal development Collaborate on the development and delivery of client pitches and presentations Demonstrate a deep understanding of a HNW private wealth offering, including financial planning, investment solutions, tax and estate considerations Organize and lead roadshows and webinars to educate prospects, advisors and internal partners on MPW and our value proposition. Attend client and industry events to build relationships with prospects and referring partners and capitalize on networking opportunities. Deliver a high-quality client experience from initial engagement through onboarding Participate in the company’s growth initiatives and strategic projects that expand our market reach Some travel may be required to meet prospective clients and/or advisors in person Required Qualifications A minimum of 5 years of experience specifically in a business development role within wealth management Undergraduate degree in commerce, finance or equivalent CFP, CFA or Chartered Investment Manager (CIM) designation considered an asset Proven track record in business development, client acquisition or relationship management Experience with CRM platforms, such as Salesforce, an asset Strong communication, presentation and interpersonal skills Deep understanding of wealth management products and solutions Highly capable of adapting approach to what is best for each situation. 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. マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jpをご覧ください。 マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、recruitment@manulife.comまでご連絡をお願いします。 Working Arrangement ハイブリッド勤務 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. #J-18808-Ljbffr