Associate Wealth

1 week ago

Edmonton, Canada Manulife Full time

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

The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an employee of Manulife, advising clients from Manulife’s Group Retirement, Group Benefits, Insurance, Bank and other channels.

As an Associate Wealth & Retirement Advisor, you will service clients by providing them with advice, financial planning as well as other core solutions in line with their wealth and retirement goals. Through your discovery conversations, you will play a key role in resolving if other professionals within the advice team, including more senior advisors, are able to add additional valuable advice and solutions to clients, and then seamlessly introducing clients to such professionals.

**Position Responsibilities**:

- Identify your client’s life and financial goals

- Provide financial and investment advice, including in securities, and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and third-party solutions

- Acquire and consolidate assets of clients and provide insurance solutions

- Connect clients with the right Manulife partners and professionals, including senior advisors, to help continuously meet their needs and add additional value, as appropriate

- Effectively communicate with clients and respond to developing needs, resolve issues or problems and follow up as appropriate

- Ability to interact with digital financial planning tools to assist clients in developing financial plans

- Work collaboratively with Manulife partners to provide added customer value to clients

- Follow through on the risk and compliance processes and policies to ensure we safeguard our clients’ assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirements

**Required Qualifications**:

- University degree and/or minimum of 1 to 2 years industry experience, experience speaking directly with clients and conducting one on one client meetings

- MFDA or IIROC license (IIROC preferred with completed Conduct & Practices Handbook (CPH))

- Life License required (LLQP)

- IQPF designation, or required to obtain within first 2 years of employment

**Preferred Qualifications**:

- Ability to provide a valuable client service and advice experience

- Excellent verbal and communication skills

- Natural propensity towards teamwork and collaboration; proven coachability

**When you join our team**:

- We’ll empower you to learn and grow the career you want.

- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

- As part of our global team, we’ll support you in shaping the future you want to see.

LI-WAM

**About Manulife and John Hancock**

**Manulife is an Equal Opportunity Employer**-
**Working Arrangement**

Hybrid**Salary & Benefits**

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

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