Wealth Management Advisor
6 days ago
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.
- 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.
- 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.
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Wealth Advisor
6 days ago
Kitchener, Ontario, Canada Manulife Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Manulife. As a Wealth Advisor, you will be responsible for providing financial and investment advice to clients, helping them achieve their wealth and retirement goals.Key ResponsibilitiesIdentify client needs and provide tailored financial and investment...
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6 days ago
Kitchener, Ontario, Canada Manulife Full timeJob DescriptionManulife 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 a senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor...
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