Wealth Management Advisor

1 month ago

Waterloo, Ontario, Canada Manulife Full time
Job Title: Wealth Advisor

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.

Job Summary:

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 will be an employee of Manulife, advising clients from Manulife's Group Retirement, Group Benefits, Insurance, Bank, and other channels.

Key Responsibilities:
  1. Lead relationship management and financial planning for clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to help them achieve these goals.
  2. Provide financial planning advice and solutions using Manulife's array of investment and portfolio solutions, including best-in-class proprietary and third-party solutions.
  3. Acquire and consolidate assets of clients and work with their families to provide advice.
  4. Connect clients with the right Manulife partners to help continuously meet their needs.
  5. Proactively communicate with clients and respond to developing needs, resolve issues or problems and follow up as appropriate.
Requirements:
  1. University degree and/or 3-5 years industry experience, experience speaking directly with clients and conducting one-on-one client meetings.
  2. Canadian Securities Course (CSC) required.
  3. CIRO license (formerly IIROC license) required.
  4. Life License required (LLQP).
  5. Complete Conduct & Practices Handbook (CPH) within first 90 days of role.
  6. IQPF licensing preferred (for Quebec only).
  7. CFP preferred.
  8. Ability to develop long-lasting, trusted relationships with stakeholders.
  9. Excellent verbal and communication skills.
  10. Natural propensity towards teamwork and collaboration; proven coachability.
  11. Moderate travel within is required.
  12. Advisor positions available in each of the GTA, Ontario, and Montreal regions.
What We Offer:
  1. Values-first culture.
  2. We lead with our Values every day and bring them to life together.
  3. Boundless opportunity.
  4. We create opportunities to learn and grow at every stage of your career.
  5. Continuous innovation.
  6. We invite you to help redefine the future of financial services.
  7. Delivering the promise of Diversity, Equity, and Inclusion.
  8. We foster an inclusive workplace where everyone thrives.
  9. Championing Corporate Citizenship.
  10. We build 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 provider, helping people make their decisions easier and lives better. To learn more about us, visit our story.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. 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.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Working Arrangement: Hybrid

Salary & Benefits: Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

Manulife offers eligible employees 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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