Financial Advisor

6 months ago

Oakville, Canada Placements Manuvie Incorporée Manulife Securities Incorporated Full time

**Overview**: Manulife Securities is seeking highly motivated Independent Financial Advisors to join our team. As an Independent Financial Advisor, you will have the autonomy to run your own financial advisory practice while benefiting from the extensive training, support, and resources provided by Manulife Securities. This position offers the perfect balance of independence and access to a wide range of tools to help you excel in your role.

We are growing our network of financial advisors across Canada. Move your existing practice or begin a new career as a financial advisor with proven support, flexibility and unlimited earning potential.

**Responsibilities**:
Business Development:

- Mentorship and guidance from experienced financial advisors in how to conduct client meetings, prepare proposals and deliver effective presentations.
- Grow your practice by collaborating with experienced advisors in doing seminars.
- Increase your client base through networking, referrals, and marketing efforts.
- Ongoing sales and marketing training to help grow your practice.
- Cultivate strong, long-lasting client relationships and foster trust and loyalty.

Client Consultation:

- Engage with clients to understand their financial goals, risk tolerance, and current financial situation.
- Develop customized financial plans and investment strategies that align with each client's unique needs.

Investment Advisory:

- Stay up-to-date with financial markets, investment products, and asset allocation strategies.
- Provide well-informed investment recommendations and actively manage client portfolios to meet their financial objectives.

Retirement Planning:

- Assist clients in creating comprehensive retirement plans that encompass savings, income distribution, and pension management.
- Offer guidance on tax-efficient retirement savings and withdrawal strategies.

Insurance and Risk Management:

- Assess clients' insurance needs, including life, disability, and critical illness insurance.
- Recommend insurance solutions that safeguard clients and their families against unforeseen financial risks.

Estate Planning:

- Advise clients on estate planning and wealth transfer strategies.
- Collaborate with legal professionals to develop wills, trusts, and other estate planning documents.

Compliance and Record Keeping:

- Ensure adherence to industry regulations and Manulife Securities' policies.
- Maintain precise and updated client records, including financial plans and transactions.

**Ongoing Training and Support**:

- Access to Manulife Securities' robust training programs, which provide continuous education and development opportunities.
- Regular seminars, workshops, and webinars to stay current on industry trends, new products, and regulatory changes.
- Mentorship and guidance from experienced professionals in the field to help you navigate complex financial scenarios.
- Cutting-edge technology and tools to streamline your work, manage client relationships, and access research and market data.
- Marketing support, including branding materials and assistance with marketing strategies to promote your practice.
- Compliance and legal support to ensure that your business operations align with regulatory requirements.

**Qualifications**:

- Minimum 3 years of Sales, Business Development or Client Acquisition experience.
- Completion of CSC (Canadian Securities Course) is a must.
- Managing an existing book of business is a plus.
- In-depth knowledge of investment products, financial planning, and insurance.
- Exceptional communication and interpersonal skills.
- Self-motivated, goal-driven, and capable of managing your practice effectively.
- Dedication to ethical and compliant business practices.
- Strong analytical and problem-solving abilities.
- Ability to work both independently and collaboratively when required.

As an Independent Financial Advisor at Manulife Securities, you'll have the opportunity to build and manage your own practice while receiving unparalleled support, resources, and training to help you succeed. Join our team and enjoy the freedom to shape your business, coupled with the security and benefits of affiliation with a well-respected financial institution. Help clients secure their financial futures and reach their financial goals.

**Salary**: $41,378.19-$300,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Ability to Commute:

- Oakville, ON L6J 7W5 (required)

Work Location: Hybrid remote in Oakville, ON L6J 7W5

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