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Wealth Management Advisor

2 months ago

Kitchener, Ontario, Canada Manulife Full time
About the Role

We are seeking a highly motivated and experienced Wealth Management Advisor to join our team at Manulife. As a key member of our advisory team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their wealth and retirement goals.

Key Responsibilities
  • Conduct in-depth client needs assessments to identify financial goals and objectives.
  • Develop and implement personalized financial plans, including investment and retirement strategies.
  • Provide ongoing advice and guidance to clients, ensuring they remain on track to meet their financial objectives.
  • Collaborate with internal stakeholders to deliver comprehensive financial solutions to clients.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
Requirements
  • University degree and/or minimum of 1 to 2 years industry experience, with a proven track record of success in financial services.
  • Bilingualism (English and French) is an asset, but not required.
  • Relevant industry certifications, such as MFDA or IIROC, are essential.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, with a high level of adaptability and flexibility.
What We Offer
  • A competitive salary and benefits package, with opportunities for career growth and professional development.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • The chance to make a real difference in the lives of our clients, helping them achieve their financial goals and aspirations.