Wealth Advisor

2 weeks ago

Montreal, Quebec, Canada Société Financière Manuvie Full time
Job Summary

We are seeking a highly motivated and customer-focused Associate Wealth & Retirement Advisor to join our team at Société Financière Manuvie. As a key member of our wealth and retirement advice team, you will be responsible for providing expert financial and investment advice to clients across various channels, including Group Retirement, Group Benefits, Insurance, Bank, and others.

Key Responsibilities
  • Conduct discovery conversations with clients to understand their financial goals and objectives.
  • Provide personalized financial and investment advice, including securities and insurance solutions, to help clients achieve their wealth and retirement goals.
  • Identify opportunities to acquire and consolidate client assets and provide tailored insurance solutions.
  • Collaborate with senior advisors and other professionals to ensure seamless client service and add value to clients.
  • Develop and maintain strong relationships with clients, responding to their needs, resolving issues, and following up as necessary.
  • Utilize digital financial planning tools to assist clients in developing comprehensive financial plans.
  • Deliver exceptional client service and maintain a high level of professionalism in all interactions.
  • Work collaboratively with Manuvie partners to provide added value to clients and drive business growth.
  • Ensure compliance with regulatory, legal, and ethical requirements, safeguarding client assets and maintaining their privacy.
Requirements
  • University degree and/or minimum of 1 to 2 years industry experience, with a proven track record of client-facing experience and one-on-one meetings.
  • Bilingualism preferred but not required.
  • MFDA or IIROC license (IIROC preferred with completed Conduct & Practices Handbook (CPH)).
  • Life License required (LLQP).
  • IQPF designation, or required to obtain within first 2 years of employment.
  • Excellent verbal and communication skills, with a natural ability to work collaboratively and coach others.
  • Advisor positions available in core Manuvie offices GTA, Kitchener/Waterloo, Montreal, Calgary, and Vancouver.
What We Offer
  • A competitive salary and benefits package, with opportunities for growth and professional development.
  • A values-first culture, where we lead with our values every day and bring them to life together.
  • Boundless opportunities for learning and growth, with a focus on developing your career path with us.
  • Flexible work policies and a strong work-life balance, allowing you to thrive in your personal and professional life.
  • Professional development and leadership opportunities, empowering you to take ownership and build solutions.
About Manuvie

Société Financière Manuvie is a leading international financial services group, committed to making decisions easier and lives better for our customers and colleagues around the world. With our global headquarters in Toronto, Canada, we operate as Manuvie across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.

We are an Equal Opportunity Employer, embracing our diversity and striving to attract, develop, and retain a workforce that reflects the customers we serve. We prioritize removing barriers to provide equal access to employment and offer 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.

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