Wealth and Retirement Advisor

2 days ago


Toronto, 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

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.

**_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

**_What are we looking for? _**
- 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
- IIROC license
- Life License required (LLQP)
- Complete Conduct & Practices Handbook (CPH) within first 90 days of role
- IQPF licensing preferred (for Quebec only)
- 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, Ontario and Montreal regions

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

**Our commitment to you**
- Values-first culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity
- We create opportunities to learn and grow at every stage of your career
- Continuous innovation
- 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.

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short


  • Wealth Advisor

    24 hours ago


    Toronto, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...


  • Toronto, 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 senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...

  • Wealth Advisor

    1 month ago


    Toronto, Canada Nicola Wealth Full time

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...


  • Toronto, 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...


  • Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...


  • Toronto, Canada Common Wealth Retirement Full time

    Common Wealth offers an award-winning digital retirement platform that helps Canadians achieve their goals. We are driven by our mission: to make it possible for everyone to achieve financial security in retirement. Common Wealth makes it easy to plan, save, and build a reliable retirement income - so our members can feel confident about their financial...


  • Toronto, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. We are committed to leadership, innovation, partnership, responsibility, and community. Our dynamic 'oneaviso' culture sets us apart, with talented professionals who embody our values every day.The Opportunity:We're seeking an exceptional...


  • Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Wealth Adv**isor Administrative Assistant** **Job Purpose & Summary** The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA’s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative...


  • Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Wealth Advisor

    6 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...

  • Office Manager

    3 days ago


    Toronto, Canada Common Wealth Retirement Full time

    At Common Wealth, we are driven by our mission to help _all_ Canadians achieve financial security in retirement. Through our award-winning digital retirement platform, Common Wealth makes it easy to plan, save, and build a reliable retirement income - so our members can feel confident about their financial future. As Canada’s only retirement fintech,...


  • Toronto, Canada Common Wealth Retirement Full time

    At Common Wealth, we are driven by our mission to help _all_ Canadians achieve financial security in retirement. Through our award-winning digital retirement platform, Common Wealth makes it easy to plan, save, and build a reliable retirement income - so our members can feel confident about their financial future. As Canada’s only retirement fintech,...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Job Title: Business Development Representative - Wealth ManagementEstimated Salary: $60,000 - $80,000 per year.Company OverviewOptimize Wealth Management is a rapidly growing company in the downtown financial district. Our dynamic and high-performing team is passionate about providing exceptional wealth management services to our clients.Salary and...

  • Bilingual HR Advisor

    4 months ago


    Toronto, Canada Aviso Wealth Full time

    **Aviso**: **The Opportunity**: We are looking for a Bilingual HR Advisor to join our People and Culture team. Reporting to the Senior Human Resources Business Partner, the Bilingual HR Advisor will initially be assigned to a project that will involve a large volume of administrative and documentation work. After project completion, this role will be...


  • Toronto, Canada Common Wealth Retirement Full time

    Common Wealth is a financial technology company whose mission is to make financial security in retirement accessible to everyone. We have quickly become Canada’s fastest-growing group retirement provider, having more than doubled in our client base in 2023 and now serving members and employers in every Canadian province. We work closely with a rapidly...


  • Toronto, Canada Common Wealth Retirement Full time

    Common Wealth is a financial technology company whose mission is to make financial security in retirement accessible to everyone. We have quickly become Canada’s fastestgrowing group retirement provider, having more than doubled in our client base in 2023 and now serving members and employers in every Canadian province. We work closely with a rapidly...

  • Wealth Advisor

    3 days ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    7 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    7 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...