High Net Worth Illustration Specialist
3 months ago
Do you like working with numbers and problem solving? Are you a quick learner, mathematically inclined and thrive in a fast-paced multi-tasking environment? Then you should consider joining our team You’ll get first-hand experience working with life insurance products and insurance sales concepts to understand how they are built and how they have a direct impact in providing a best of class experience to our advisors and clients.
As a member of the High Net Worth team, you will provide insurance product and sales concept illustrations to insurance advisors and Manulife wholesalers by providing case specific optimized product illustrations and custom concept solutions to help advisors present and close larger more complex cases.
**Responsibilities**:
- You will be responsible to provide product and sales concept illustrations to for insurance advisors and wholesalers using different illustration tools.
- You will answer/clarify technical product and/or sales concept questions about the values on illustrations
- Participate in projects and user acceptance testing as required
**How will you create impact?**
Since the HNW illustration specialist role requires extensive breadth of product, sales concept and system knowledge, cross-training opportunities are abundant. This is a great opportunity to put your skills to work while acquiring new ones that will help move your career at Manulife forward. You will get the opportunity to build and maintain relationships with internal and external partners and play a key role in providing best of class support to our advisors so that Manulife remains their preferred insurance carrier.
**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think 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
**What we are looking for**
- Highly proficient with Microsoft Excel
- Highly effective time management skills required for an environment of high/fluctuating work volumes with shifting priorities to meet service standards
- Advanced analytical and critical thinking skills
- Detailed oriented
- Strong mathematical aptitude
- Motivation and desire to learn and be challenged
- Existing knowledge of Manulife’s insurance products, concepts and illustrations is an asset
- General understanding of individual policyholder taxation and the principles of personal and corporate taxation is an asset
- Good writing skills and excellent verbal skills
**What can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
**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 Manulife and John Hancock**
**Manulife is an Equal Opportunity Employer**
**Primary Location**
Waterloo, Ontario
**Working Arrangement**
Hybrid
**Salary range is expected to be between**
$49,575.00 CAD - $82,625.00 CAD
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short
-
High Net Worth Business Development Specialist
4 weeks ago
Waterloo, Ontario, Canada Manulife Full timeAbout ManulifeManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. 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 various grounds.Job...
-
Executive Underwriter
4 weeks ago
Waterloo, Ontario, Canada Sun Life Financial Full timeCompany OverviewSun Life Financial is a leading international financial services organization providing a range of protection and wealth accumulation products to individuals and corporate customers. Our High Net Worth Team is dedicated to delivering exceptional service and expertise to our clients.SalaryThe estimated salary for this position ranges from...
-
High Net Worth Underwriter Leader
4 weeks ago
Waterloo, Ontario, Canada Sun Life Full timeAs a High Net Worth Underwriter Leader at Sun Life, you will have the opportunity to work with a dynamic team of experts in underwriting and risk assessment.Job DescriptionThis is an exciting role for a seasoned underwriter who is looking to take on new challenges and lead by example. You will be responsible for leading our High Net Worth Underwriting team,...
-
Private Lending Officer
2 weeks ago
Waterloo, Ontario, Canada Manulife Full timeWe are seeking a Private Lending Officer to join our Asian Markets team in Waterloo, Ontario. This is an exciting opportunity for a highly skilled professional to play a key role in the growth of Manulife Bank's Asian Markets business.About the RoleAs a Private Lending Officer, you will be responsible for providing exceptional service to high net worth...
-
High Net Worth Financial Planner
4 weeks ago
Waterloo, Ontario, Canada BMO Financial Group Full timeCompany Overview:BMO Financial Group is a leading financial institution that provides wealth planning, advanced financial planning, guidance and counsel to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients.We are committed to helping our clients achieve their financial goals through personalized service and expertise.Job Description:This role...
-
Waterloo, Ontario, Canada Manulife Full timeOverview">We are seeking a highly skilled and experienced Strategic Relationship Manager to join our team in Waterloo, Ontario. This individual will play a key role in building and maintaining relationships with high net worth clients and providing exceptional service to meet their complex financial needs.">Salary">The salary range for this position is...
-
High Net Worth Private Banker
5 months ago
Waterloo, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...
-
Asian Markets Banking Specialist
4 weeks ago
Waterloo, Ontario, Canada Manulife Full timeAbout the Role">The Private Lending Officer, Asian Markets position plays a crucial role in driving the growth of Manulife Bank's Asian Markets business. This key contributor will provide exceptional service to Asian Market advisors and high net worth clientele while supporting branch processing administration, credit delivery, and mortgage specialist...
-
Financial Services Specialist
4 weeks ago
Waterloo, Ontario, Canada Manulife Full timeJob DescriptionAs a Private Lending Officer, Asian Markets at Manulife, you will play a pivotal role in the growth of our Asian Markets business. You will provide exceptional service to high-net-worth clients and advisors, ensuring a seamless experience through branch processing administration, credit delivery, and support for Mortgage Specialists.About the...
-
Senior Banking Officer
4 weeks ago
Waterloo, Ontario, Canada Société Financière Manuvie Full timeAbout This RoleWe are seeking a highly skilled Senior Banking Officer to join our team in Waterloo, Ontario. As a key member of our Asian Markets business, you will play a pivotal role in driving growth and delivering exceptional service to high net worth clients.Key Responsibilities:Provide exceptional client service and support, adhering to high standards...
-
Asian Markets Private Lending Officer
2 days ago
Waterloo, Ontario, Canada Manulife Full timeAt Manulife, we're seeking an experienced Private Lending Officer to join our Asian Markets team. As a key player in the growth of our business, you'll be responsible for delivering exceptional service to high-net-worth clients and advisors.About the Role:
-
Illustrations Expert
3 weeks ago
Waterloo, Ontario, Canada Financière Sun Life Full timeAbout Financière Sun LifeWe are a company that values diversity and inclusion, with a strong commitment to creating a flexible work environment where our employees can thrive.As a leading provider of financial services, we strive to make a positive impact on the lives of individuals, families, and communities around the world.Job SummaryWe are seeking a...
-
Commercial Account Manager
5 hours ago
Waterloo, Canada Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....
-
Waterloo, Canada Manulife Full timeReporting to the Vice President & Head of Specialized Lending, Manulife Bank, the AVP, Specialized Underwriting and Account Management is responsible for leading the Bank’s the underwriting and account management of the Bank’s specialized lending portfolio. The incumbent is responsible for leading and inspiring a team of lending and account management...
-
Strategic Financial Planner
4 weeks ago
Waterloo, Ontario, Canada Royal Bank of Canada Full timeDiscover the rewarding world of wealth management with RBCAbout the RoleAs a Strategic Financial Planner, you will be at the forefront of helping high-net-worth individuals and families achieve their financial goals. With our comprehensive training program and extensive resources, you will have the opportunity to build your career in a dynamic and supportive...
-
Account Management
3 weeks ago
Waterloo, Canada Manulife Insurance Malaysia Full timep>AVP, Specialized Lending Underwriting and Account ManagementApply locations: Halifax, Nova ScotiaTime type: Full timePosted on: Posted 3 Days AgoTime left to apply: End Date: January 6, 2025 (22 days left to apply)Job requisition id: JR24111715Reporting to the Vice President & Head of Specialized Lending, Manulife Bank, the AVP, Specialized Underwriting...
-
Dental Officer
4 weeks ago
Waterloo, Canada Société Financière Manuvie Full timeReporting to the Head of Asian Market Solutions, the position of Private Lending Officer, Asian Markets will play an integral role in the growth of Manulife Bank’s Asian Markets business. Key deliverables include: very high level of service to Asian Market advisors and HNW clientele, branch processing administration, support in the delivery of credit,...
-
Waterloo, Canada BMO Financial Group Full timep>Date limite pour présenter sa candidature :12/12/2024Adresse :20 Erb Street WestGroupe de famille d'emploi :Ventes et service, Gestion de patrimoineProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Participates in the end-to-end wealth planning...
-
Multimedia Design Specialist
6 months ago
Waterloo, Canada University of Waterloo Full timeOverview: The Multimedia Design Specialist has three primary areas of focus: 1) Direct creative design-thinking for digital and print initiatives. 2) Lead the concept, development, editing and production of video assets The Multimedia Design Specialist is responsible for the strategic analysis, tactical approach, creative design, professional creation,...
-
Wealth Planning Consultant, Private Wealth
1 month ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented...