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Wealth Advisor

2 months ago

Montreal, Quebec, Canada Manulife Full time
About the Role

We 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 Responsibilities
  • Conduct in-depth client needs assessments to identify financial goals and objectives.
  • Develop and implement personalized financial plans, including investment strategies and retirement planning.
  • Provide ongoing advice and guidance to clients, ensuring they remain on track to meet their financial objectives.
  • Collaborate with internal partners 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.
  • MFDA or IIROC license (IIROC preferred with completed Conduct & Practices Handbook (CPH)).
  • Life License required (LLQP).
  • IQPF designation, or required to obtain within the first 2 years of employment.
  • Excellent verbal and communication skills.
  • Natural propensity towards teamwork and collaboration; proven coachability.
What We Offer
  • A competitive salary and benefits package.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
About Manulife

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. 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.