Wealth Advisor

1 month ago

Toronto, Ontario, Canada Manulife Full time

About the Role

Manulife is seeking a skilled Wealth and Retirement Advisor to join our team. As a senior member of our wealth advisory team, you will be responsible for delivering financial and investment solutions to clients across the wealth spectrum.

Key Responsibilities

  • Build long-term relationships with clients and provide personalized financial planning advice.
  • Develop and implement comprehensive financial plans to help clients achieve their wealth and retirement goals.
  • Collaborate with internal partners to provide a seamless client experience.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and excellence in service delivery.

Requirements

  • University degree and/or 3-5 years of industry experience.
  • Canadian Securities Course (CSC) and CIRO license (formerly IIROC license) required.
  • Life License required (LLQP) and IQPF licensing preferred (for Quebec only).
  • Excellent communication and interpersonal skills, with a natural ability to build trust and rapport with clients.
  • Ability to work in a team environment and collaborate with internal partners.

What We Offer

  • A values-first culture that prioritizes diversity, equity, and inclusion.
  • Boundless opportunities for growth and development.
  • A commitment to innovation and excellence in service delivery.
  • A comprehensive benefits package, including health, dental, and vision coverage.
  • A generous paid time off program and statutory leaves of absence.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With a global presence and a commitment to innovation, we offer a wide range of financial products and services to individuals, groups, and institutions.

Equal Opportunity Employer

Manulife is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values and respects the diversity of our employees and clients.

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