![Manulife](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
1 month ago
**_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. _**
**Working Arrangement**
Hybrid
Leverage your sales, planning, and relationship building skills to the highest level in our unique environment.
You will be rewarded with competitive benefits package, and a supportive leadership team dedicated to your professional growth and success.
We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this. If this sounds like you and you're curious to know more, read below
**Key Responsibilities**:
- First point of contact for customers requesting to meet with a PlanRight advisor.
- Conduct all meetings over the phone and record daily activities using Salesforce.
- Address customer’s immediate questions, concerns, review their Manulife Group Retirement Savings plan, ensure they are making the most of their group plan and do a general fact find to assess other possible gaps in their overall financial situation.
- Proactively find opportunities and make recommendations to help clients achieve their financial goals; recommend solutions considering the clients' current situation, risk profile, time horizon, and other personal factors.
- Fulfill some sales transactions such as asset consolidations and retention and refer certain clients to our second tier PlanRight advisors, who can offer holistic financial planning and offer both investment as well as insurance solutions.
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate.
- Provide back office sales support to elite second tier PlanRight advisors; this could include investigating client enquiries, assisting with financial plans, etc.
**Manage your pipeline of leads and achieve results**
- Successfully manage a sales pipeline and demonstrate a high closing rate.
- Actively follow up on a steady stream of leads provided to you by Manulife.
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers.
**Ongoing Training & Development**
- Participate in an extensive onboarding program as you transition into the role.
- Build and maintain a professional development plan.
- Engagement in on-going coaching sessions & observations with your sales manager.
- Participate in on-going training sessions to further develop skills.
**Qualifications**
- Minimum 1 year of successful experience as a Financial Advisor.
- **Mandatory minimum 2 years holding a Life License - (LLQP).**
- MFDA or IIROC licensed or previously licensed within the last 2 years. If not currently licensed, must be willing to obtain one of these licenses prior to start date.
- Certified Financial Planning designation or in process of attaining or willing to obtain.
- Knowledge of Manulife products and systems would be an asset.
- Experience working with Salesforce and Navi Plan considered a plus
- Computer skills, and a general knowledge level of the MS Office suite of products.
- Successfully completed a formal sales training program.
**Skills required**
- Basic understanding of regulatory/legal environment and issues impacting the sale of life insurance and investment products.
- Experience in preparing, developing and presenting financial plans to clients.
- Ability to work independently and possesses self-management skills to complete workload in a timely fashion and manage competing priorities.
- Self-motivated and goal oriented to meet sales and sales targets while growing your book of business.
- Coachable: open to innovative approaches and takes actions to continuously improve.
- Proven ability to develop effective and professional working relationships with clients and other Manulife partners.
- Proven problem, resolution and conflict management skills to ensure an effective solution is reached for our customers.
**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.
-
Financial Advisor
2 months ago
Vancouver, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...
-
Financial Advisor
2 months ago
Vancouver, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...
-
Financial Advisor
2 months ago
Vancouver, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...
-
Wealth Advisor
1 week ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** 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...
-
Wealth Advisor
2 weeks ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - 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
6 days ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - 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...
-
Financial Advisor
1 month ago
Vancouver, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Financial Advisor
2 months ago
Vancouver, BC, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: – providing financial leadership, advice, analysis and reporting for the organization – use of financial acumen to support strategic decisions based on financial analysis – provide advice to managers to use financial...
-
Financial Advisor
2 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 170560 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor
2 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 167165 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor Associate
6 days ago
Vancouver, Canada Sun Life Financial Full timePosition Overview or Description of the Position This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. **Responsibilities**: - Developing various...
-
Financial Advisor
1 month ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Financial Advisor
6 days ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Insurance Advisor
6 days ago
Vancouver, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
1 month ago
Vancouver, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Student & Financial Advisor
2 months ago
Vancouver, Canada Native Education College Full timeEMPLOYMENT OPPORTUNITY INTERNAL/EXTERNAL POSTING Student & Financial Aid Advisor Admissions Department LEAVE REPLACEMENT The NEC Native Education College is a private college for Indigenous learners to live their cultural heritage and realize their true potential. NEC works to strengthen Indigenous communities through accredited programs that lead to...
-
Senior Financial Advisor
2 months ago
Vancouver, Canada Scotiabank Full timeSenior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the...
-
Advisor Services
1 day ago
Vancouver, Canada Financial Horizons Group Full timeAs an **Advisor Services - Commission Analyst** **, **you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Manager, Compensation Services - Advisor...
-
Insurance Advisor
2 weeks ago
Vancouver, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...
-
Insurance Advisor
2 weeks ago
Vancouver, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...