Financial Services Consultant

1 week ago


Montreal, Quebec, Canada Manulife Full time

At Manulife, we're committed to delivering financial and investment solutions to clients across the wealth spectrum.

The Financial Services Consultant plays a vital role in our Advisor Group, connecting with employees in our group plans at Manulife to understand their investment and other needs. This is an important opportunity to guide and assist them with respect to their plans going forward.

Responsibilities:
  1. Conduct one-on-one needs-based conversations over the phone for group retirement plan-members currently enrolled in an employer group plan
  2. Educate and communicate the value proposition on benefits of various options for members
  3. Conduct financial illustrations for plan members around drawing retirement income
  4. Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan
  5. Identify referral opportunities by understanding client preferences and their personal situation
What We're Looking For:
  • 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 wealth or asset management
  • Post-secondary education is an asset
Skills and Competencies:
  • Demonstrated ability to articulate value proposition through consultation over the phone
  • Active listening skills to understand the clients' needs and personal situation
  • Attention to detail in gathering and accurately recording all customer information
  • High degree of integrity putting the client at the center of the conversation
  • Strong compliance mindset
  • Remain current and up-to-date on our products and services, as well as processes

We estimate this role's salary to be between $60,000 - $80,000 per year, depending on local market conditions and relevant factors such as knowledge, skills, qualifications, experience, and education/training.

Benefits:

We offer 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.

About Us:

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With 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 foster an inclusive workplace where everyone thrives. Our values-first culture leads us every day, and we bring them to life together. We create opportunities to learn and grow at every stage of your career, invite you to help redefine the future of financial services, deliver the promise of Diversity, Equity, and Inclusion, and champion Corporate Citizenship.



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