Financial Services Consultant

2 weeks ago

Montreal, Quebec, Canada Manulife Full time

Job Description

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

The Financial Services Consultant plays a crucial role in the MIM Advisor Group, connecting with employees in our group plans at Manulife to understand their investment and other needs.

Responsibilities:

  • Conduct one-on-one needs-based conversations over the phone for group retirement plan-members currently enrolled in an employer group plan.
  • Educate and communicate the value proposition on benefits of various options for members.
  • Conduct financial illustrations for plan members around drawing retirement income.
  • Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan.
  • Identify referral opportunities by understanding client preferences and their personal situation.

Requirements:

  • 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.

What We're Looking For:

  • Demonstrated ability to articulate value proposition through consultation over the phone.
  • Active listening skills to understand 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.
  • Ability to remain current and up to date on our products and services, as well as processes.

About Manulife:

Manulife Financial Corporation 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.

Our Commitment to You:

  • Values-first culture.
  • Boundless opportunity.
  • Continuous innovation.
  • Delivering the promise of Diversity, Equity, and Inclusion.
  • Championing Corporate Citizenship.

Benefits:

Eligible employees have access to 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.

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