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Wealth Management Specialist
1 month ago
We deliver financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.
The Wealth and Retirement Advisor RoleAs a senior member of our team of wealth advisors, you will deliver wealth and retirement solutions to clients, providing expert advice and guidance to help them achieve their financial goals.
Key Responsibilities- Develop and implement comprehensive financial plans for clients
- Provide investment advice and guidance to clients
- Work closely with clients to understand their financial needs and goals
- Collaborate with other advisors and specialists to deliver integrated solutions
At Manulife Investment Management (MIM) Advisor Group, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional client service and building long-term relationships with our clients.
