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Wealth Management Specialist

1 month ago

Oakville, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full time

Job Summary

As a Wealth Management Specialist at Company 1 - The Manufacturers Life Insurance Company, you will play a key role in delivering financial and investment solutions to clients across the wealth spectrum. You will be a senior member of a team of wealth advisors, working closely with clients to create personalized financial plans and provide expert advice on investment and portfolio solutions.

Key Responsibilities

  • Identify client goals and build long-term relationships
  • Provide financial planning advice and solutions using proprietary and third-party solutions
  • Acquire and consolidate client assets and work with their families to provide advice
  • Connect clients with the right partners to meet their needs
  • Proactively communicate with clients and respond to developing needs

Requirements

  • University degree and/or 3-5 years industry experience
  • Canadian Securities Course (CSC) required
  • CIRO license (formerly IIROC license) required
  • Life License required (LLQP)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days of role
  • IQPF licensing preferred (for Quebec only)
  • CFP preferred
  • Excellent verbal and communication skills
  • Natural propensity towards teamwork and collaboration
  • Ability to develop long-lasting relationships with stakeholders

What We Offer

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