Financial Services Consultant

4 weeks ago

Montreal, Quebec, Canada Manulife Full time

Job Description

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice to clients across the wealth spectrum. The Inside Sales 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:

  • Licenses: Life License (LLQP) required by start date, Mutual Fund License (MFDA) is preferred.
  • Education and Experience: 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.

What motivates you?

  • Obsessing about customers, listening, engaging, and acting for their benefit.
  • Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • Thriving in teams and enjoying getting things done together.
  • Taking ownership and building solutions, focusing on what matters.
  • Doing what is right, working with integrity, and speaking up.
  • Sharing your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you:

  • Values-first culture.
  • Leading with our Values every day and bringing them to life together.
  • Boundless opportunity.
  • Creating opportunities to learn and grow at every stage of your career.
  • Continuous innovation.
  • Inviting you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity, and Inclusion.
  • Fostering an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship.
  • Building a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock:

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. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

Manulife is an Equal Opportunity Employer:

At Manulife/JohnHancock, 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, color, 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

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 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 for more information about U.S.-specific paid time off provisions.

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