Wealth and Retirement Advisor

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.

Position 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

Required Qualifications

- 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

- CIRO license (formerly IIROC license) required

- Life License required (LLQP)

Preferred Qualifications

- 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

- Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec

- Advisor positions available in each of the GTA, Ontario and Montreal regions

When you join our team

- We’ll empower you to learn and grow the career you want.

- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

- As part of our global team, we’ll support you in shaping the future you want to see.

#LI-WAM

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.comまでご連絡をお願いします。

Working Arrangement

ハイブリッド勤務

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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