Wealth Advisor

2 weeks ago

Montreal, Quebec, Canada Manulife Insurance Malaysia Full time
Associate Wealth & Retirement Advisor

Join Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, in delivering financial and investment solutions and advice to clients across the wealth spectrum.

The Associate Wealth & Retirement Advisor is a key member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. As an employee of Manulife, you will advise clients from Manulife's Group Retirement, Group Benefits, Insurance, Bank, and other channels.

Your role will involve servicing clients by providing them with advice, financial planning, and other core solutions in line with their wealth and retirement goals. Through discovery conversations, you will play a crucial role in resolving if other professionals within the advice team, including more senior advisors, can add additional valuable advice and solutions to clients, and then seamlessly introducing clients to such professionals.

Key Responsibilities:

  • Identify clients' life and financial goals.
  • Provide financial and investment advice, including in securities, and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and third-party solutions.
  • Acquire and consolidate clients' assets and provide insurance solutions.
  • Connect clients with the right Manulife partners and professionals, including senior advisors, to help continuously meet their needs and add additional value, as appropriate.
  • Effectively communicate with clients and respond to developing needs, resolve issues or problems, and follow up as necessary.
  • Ability to interact with digital financial planning tools to assist clients in developing financial plans.
  • Work collaboratively with Manulife partners to provide added customer value to clients.
  • Follow through on the risk and compliance processes and policies to ensure we safeguard clients' assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirements.

Requirements:

  • University degree and/or minimum of 1 to 2 years industry experience, experience speaking directly with clients and conducting one-on-one client meetings.
  • Bilingual 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.
  • Ability to provide a valuable client service and advice experience.
  • Excellent verbal and communication skills.
  • Natural propensity towards teamwork and collaboration; proven coachability.

The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

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. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.

What We Offer:

  • A competitive salary and benefits packages.
  • 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.

Our Commitment to You:

  • Values-first culture.
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity.
  • We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation.
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion.
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship.
  • We build a business that benefits all collaborators and has a positive social and environmental impact.

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