Financial Services Consultant

1 month ago

Montreal, Quebec, Canada Manulife Full time

Job Summary

Manulife Investment Management (MIM) Advisor Group is seeking a highly skilled Inside Sales Consultant to join our team. As a Transition Consultant, you will play a critical role in connecting with employees in our group plans at Manulife to understand their investment and other needs, guiding and assisting them with respect to their plans going forward.

Key Responsibilities

  • Conduct one-on-one needs-based conversations over the phone for group retirement plan-members currently enrolled in an employer group plan.
  • Educate and communicate the value proposition on benefits of various options for members.
  • Conduct financial illustrations for plan members around drawing retirement income.
  • Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan.
  • Identify referral opportunities by understanding client preferences and their personal situation.

Requirements

  • Life License (LLQP) required by start date.
  • Mutual Fund License (MFDA) is preferred.
  • Minimum 1 year in client-facing roles in the financial industry, preferably in wealth or asset management.
  • Post-Secondary Education is an asset.

What We Offer

  • A values-first culture where we lead with our values every day.
  • Boundless opportunity to learn and grow at every stage of your career.
  • Continuous innovation to redefine the future of financial services.
  • A commitment to Diversity, Equity, and Inclusion, fostering an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship, building a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.

Our Commitment to You

We are committed to fair recruitment, retention, advancement, and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

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