Current jobs related to Junior Wealth Management Consultant - Montreal, Quebec - Manulife Insurance Malaysia

  • Senior Financial Planning Director

    3 days ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    About the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...

  • Corporate Channel Securities Advisor

    3 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Exciting Opportunity at IG Wealth ManagementWe are seeking motivated individuals to join our team of Corporate Employed Advisors. As a Securities Licensed Advisor, you will be responsible for providing expert advice to clients and growing our business in the Quebec region.Key Responsibilities:Provide exceptional client service and build strong relationships...

  • Wealth Management Advisor

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Wealth Management Advisor to join our team. As a key member of our advisory team, you will play a crucial role in deepening client relationships and providing sound advice and support to clients and the team.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by...

  • Wealth Management Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Associate Wealth Advisor to join our team. As a key member of our advisory team, you will play a crucial role in deepening client relationships and providing sound advice and support to clients and the team.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by...

  • Wealth Management Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Associate Wealth Advisor to join our team. As a key member of our advisory team, you will play a crucial role in deepening client relationships and providing sound advice and support to clients and the team.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by...

  • Wealth Management Advisor

    3 weeks ago

    Montreal, Quebec, Canada RBC Full time

    Job SummaryRBC Dominion Securities is seeking a skilled Associate Wealth Advisor to join a well-established advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by gathering...

  • Wealth Management Advisor

    3 weeks ago

    Montreal, Quebec, Canada RBC Full time

    Job SummaryRBC Dominion Securities is seeking a skilled Associate Wealth Advisor to join a well-established advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by gathering...

  • Wealth Management Advisor

    4 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor. As a key member of our advisory team, you will play a critical role in deepening client relationships and providing sound advice and support to clients and the advisory team.Key ResponsibilitiesSupport advisory team and...

  • Wealth Management Advisor

    4 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor. As a key member of our advisory team, you will play a critical role in deepening client relationships and providing sound advice and support to clients and the advisory team.Key ResponsibilitiesSupport advisory team and...

  • Wealth Management Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

  • Wealth Management Advisor

    4 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

  • Wealth Management Advisor

    4 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

  • Wealth Management Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

  • Financial Planning Internship

    3 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Unlock Your Potential as a Financial PlannerAre you a university student looking for a challenging and rewarding internship opportunity? Do you have a passion for financial planning and a desire to learn from the best in the industry? If so, we invite you to apply for our Financial Planning Internship program at IG Wealth Management.About the InternshipAs a...

  • Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Wealth Management Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

  • Regional Manager, MD Wealth

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...

  • Regional Manager, MD Wealth

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Wealth Management Associate

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the Role:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...

Junior Wealth Management Consultant

3 months ago

Montreal, Quebec, Canada Manulife Insurance Malaysia Full time
Wealth & Retirement Associate

Location: Multiple locations available.

Employment Type: Full-time

About Us: Manulife Insurance Malaysia is a prominent financial services organization dedicated to enhancing the financial well-being of our clients and colleagues globally. Our commitment to sustainability and community engagement reflects our core values, ensuring that we prioritize the health and respect of our team members.

Role Overview:

The Wealth & Retirement Associate plays a crucial role within a team of financial advisors, providing tailored wealth and retirement strategies to our clients. This position involves advising clients across various channels, including retirement plans, insurance products, and banking services.

Key Responsibilities:

  • Assess clients' financial aspirations and life goals.
  • Deliver comprehensive financial and investment guidance, utilizing a diverse range of investment options.
  • Assist in asset acquisition and consolidation while offering insurance solutions.
  • Facilitate connections between clients and appropriate Manulife professionals to enhance service delivery.
  • Maintain effective communication with clients, addressing their evolving needs and resolving any issues.
  • Utilize digital financial planning tools to aid clients in crafting their financial strategies.
  • Collaborate with internal partners to provide exceptional value to clients.
  • Adhere to compliance protocols to protect client assets and ensure regulatory adherence.

Qualifications:

  • University degree or equivalent experience in the financial industry.
  • Experience in client interactions and one-on-one consultations.
  • Bilingual proficiency is advantageous.
  • MFDA or IIROC licensing is preferred.
  • Life Insurance License (LLQP) is mandatory.
  • IQPF designation is preferred or must be obtained within the first two years of employment.
  • Strong client service and advisory skills.
  • Excellent communication abilities.
  • Team-oriented mindset with a willingness to learn and adapt.

What We Offer:

  • Competitive salary and comprehensive benefits.
  • Opportunities for professional growth and skill development.
  • Supportive work environment promoting work-life balance.
  • Access to leadership development programs.

Our Commitment:

  • We foster a values-driven culture that emphasizes integrity and respect.
  • We provide opportunities for continuous learning and career advancement.
  • We champion diversity, equity, and inclusion in our workplace.
  • We are dedicated to making a positive impact on our communities.

About Manulife:

Manulife Insurance Malaysia is part of a leading international financial services group that helps individuals and organizations make informed financial decisions. We are committed to delivering innovative solutions that enhance the lives of our clients.