Senior Wealth and Retirement Advisor

2 days ago

Toronto, Ontario, Canada Manulife Full time

Job Summary

We are seeking a highly skilled and experienced Senior Wealth and Retirement Advisor to join our team at Manulife. As a key member of our wealth management team, you will be responsible for providing expert financial planning and wealth management services to our clients.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide expert advice on investment strategies, retirement planning, and wealth management solutions.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Collaborate with internal teams, including financial planners, investment specialists, and insurance experts, to provide holistic financial solutions.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in wealth management.

Requirements

  • University degree in a related field, such as finance, economics, or business.
  • Minimum 3-5 years of experience in wealth management, financial planning, or a related field.
  • Canadian Securities Course (CSC) and CIRO license (formerly IIROC license) required.
  • Life License required (LLQP).
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a team environment and build strong relationships with clients and colleagues.

What We Offer

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • A comprehensive training program to enhance your skills and knowledge.

About Manulife

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions. At Manulife, we value diversity, equity, and inclusion, and we are committed to creating a workplace where everyone thrives.

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