High Net Worth Illustration Specialist
3 weeks 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 Private Banker
3 days 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...
-
High Net Worth Insurance Specialist
3 days ago
Waterloo, Ontario, Canada Sun Life Financial Full timeCompany OverviewSun Life Financial is a leading insurance and financial services company dedicated to helping clients achieve lifetime financial security and live healthier lives. With a long history of innovation and excellence, Sun Life has built a reputation for providing top-notch products and services that meet the evolving needs of individuals,...
-
Investment Solutions Specialist
5 days ago
Waterloo, Ontario, Canada Manulife Insurance Malaysia Full timeInvestment Solutions Specialist Role Summary">We are looking for a skilled Investment Solutions Specialist to join our team. As an Investment Solutions Specialist, you will be responsible for providing expert advice and guidance to clients on investment solutions and products. You will work closely with clients to understand their investment goals and...
-
Full Stack Solutions Specialist
12 hours ago
Waterloo, Ontario, Canada Manulife Insurance Malaysia Full timeAbout Our TeamWe are a diverse and close-knit team responsible for building new features and maintaining our web-based platform that generates Illustrations and Digital Dynamic Applications.Our goal is to improve the advisor and client experience to ensure that our customers continue to have the tools they need to succeed.What We're Looking ForBachelor's...
-
Cash Management Specialist, Private Wealth
12 hours ago
Waterloo, Canada BMO Financial Group Full timeAddress: 20 Erb Street West Job Family Group: Commercial Sales & Service Provides professional, knowledgeable cash management advice, sales and service support to Private Wealth Clients. Acts as a key member of the Private Wealth Banking client strategy team and is responsible to drive the achievement of cash management sales and service objectives by...
-
Multimedia Design Specialist
2 days 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,...
-
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 1 Year** The Vision Rehabilitation Specialist, High Technology is responsible for assessing patients for adaptive technologies for the blind and visually impaired, determines the patient’s eligibility for government funding towards the purchase of technology devices and provides training with visual aids. The Vision Rehabilitation...
-
Advanced Case Manager
3 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Pic Market Lead, South West Ontario
4 weeks ago
Waterloo, Canada Scotiabank Full timeRequisition ID: 167811 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Market Lead oversees and leads a team of investment professionals in the South West Ontario market who are responsible for the achievement of defined revenue production goals. This is a producing role so the...
-
Wealth Planning Consultant, Private Wealth
3 weeks 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...
-
Associate
5 days ago
Waterloo, Ontario, Canada IG Wealth Management Full timeAs an Associate with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a full practice succession plan within 2-3 years. In 2023, our practice was ranked in the top 100 across Canada and was named to the firm's illustrious...
-
Waterloo, Ontario, Canada High Q Technologies Full timeFATHOM EPR Spectrometer Sales Leader OpportunityHigh Q Technologies, a pioneer in quantum-enabled EPR systems, seeks an accomplished Director of Sales to spearhead the penetration of its flagship product, the FATHOM EPR Spectrometer. This high-value instrument is designed to simplify groundbreaking research in biophysics, materials science, and...
-
Technical Sales Specialist
3 weeks ago
Waterloo, Canada HONGYAN PRECISION MANUFACTURING LIMITED Full timeEducation: - Expérience: **Education**: - College/CEGEP **Tasks**: - Estimate or quote prices, credit or contract terms, trade-in allowances, warranties and delivery dates - Prepare sales or other contracts - Promote sales to existing clients - Identify and solicit potential clients - Assess client's needs and resources to recommend the appropriate goods...
-
Technical Sales Specialist
17 hours ago
Waterloo, Canada HY PRECISION MANUFACTURING Full timeEducation: - Expérience: - **Education**: - College/CEGEP - ** Tasks**: - Estimate or quote prices, credit or contract terms, trade-in allowances, warranties and delivery dates - Prepare sales or other contracts - Promote sales to existing clients - Identify and solicit potential clients - Assess client's needs and resources to recommend the appropriate...
-
Administrative Assistant
2 weeks ago
Waterloo, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Advanced Case Manager
5 days ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeAdvanced Case Manager Waterloo, ON, Canada Req #2352 Wednesday, July 17, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success...
-
Senior Underwriting Consultant
3 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeSenior Underwriting Consultant - Large CaseMonday, January 20, 2025At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated,...
-
Financial Advisor
4 days ago
Waterloo, Canada Raymond James Financial Full time**Financial Advisor** - 2302168 BLA Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families is seeking a full-time Financial Advisor. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to...
-
Marketing & Communications Specialist
17 hours ago
Waterloo, Canada Strong Start Full time**Marketing & Communications Specialist Job Posting** Are you passionate about empowering young minds and fostering early literacy? Strong Start® Charitable Organization is seeking a Marketing & Communications Specialist to join our team and make a difference in young lives. Our charitable organization is committed to empowering children with the...
-
Marketing Content Specialist
4 days ago
Waterloo, Ontario, Canada Voyis Full timeVoyis is a pioneering company in underwater optical sensors, designing and manufacturing high-performance lasers, cameras, and lights for subsea vehicles. Our products have enabled customers to survey over 10,000 kilometers of ocean floor across seven continents, expanding our understanding of the world's remote environments.Our MissionWe aim to push the...