Associate Wealth

2 weeks ago

Waterloo, 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

- Bilingual preferred but not required

- Advisor positions available in core Manulife offices GTA, Kitchener/Waterloo

**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

  • Associate, Wealth Operations

    6 hours ago

    Waterloo, Canada TriCert Investment Counsel Inc. Full time

    TriCert Investment Counsel, formerly Independent Accountants’ Investment Counsel Inc. (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we are investors, not...

  • Wealth Planning Consultant, Private Wealth

    2 weeks ago

    Waterloo, Ontario, Canada Bank of Montreal Full time $61,200 - $114,400

    Application Deadline:12/11/2025Address:20 Erb Street West Job Family Group:Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...

  • Associate

    6 days ago

    Waterloo, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...

  • Associate

    6 days ago

    Waterloo, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...

  • Scotiamcleod Administrative Associate

    6 days ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 241342 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Associate Managing Director

    2 weeks ago

    Waterloo, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity?The Associate Managing Director, RBC PH&N Investment Counsel (RBC PH&NIC), and a key member of a professional leadership team charged with building and managing a high performance wealth and investment counselling firm. They will support the Managing Director to achieve business results through sales and market...

  • Associate Product Manager

    2 days ago

    Waterloo, Ontario, Canada Equitable Full time

    At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact; for our clients, our communities, and each other.The Opportunity:At...

  • Associate Managing Director

    1 week ago

    Waterloo, Ontario, Canada RBC Full time

    Job DescriptionWhat is the opportunity?The Associate Managing Director, RBC PH&N Investment Counsel (RBC PH&NIC), and a key member of a professional leadership team charged with building and managing a high performance wealth and investment counselling firm. They will support the Managing Director to achieve business results through sales and market...

  • Associate Private Banker

    2 weeks ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 174300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Associate Manager, Audit and Advisory Services

    4 days ago

    Waterloo, Canada Manulife Full time

    The Associate Manager, Audit and Advisory Services, is accountable for delivering high-quality work of all types (key risk audits, defined procedures, project risk reviews, advisory and other special projects), providing high quality, professional, cost-effective and valuable results. The mandate of Audit and Advisory Services is to provide independent and...