Wealth and Retirement Advisor

at  Manulife

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

JOB DESCRIPTION

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.
The Wealth and Retirement Advisor is senior 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 a Wealth and Retirement Advisor, you will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to help them achieve these goals.

Financial Planning and Client Experience:

• Conduct Financial Planning or collaborate with Financial Planners to create customized plans for clients with a complete and comprehensive lens on the client’s overall financial picture
• Work collaboratively with Manulife partners to provide added new value to clients
• Perform, together with the Client Support team, sales and service support activities to meet client needs and maintain overall service levels
• 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 requirement

Relationship Management and Advice:

• Identify your client’s life and financial goals and build long-term relationships
• Provide financial planning advice 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 work with their families to provide advice
• Connect clients with the right Manulife partners to help continuously meet their needs
• Proactively connect with clients and respond to developing needs, resolve issues or problems and follow up as appropriate

Financial Planning and Client Experience:

• Conduct Financial Planning or collaborate with Financial Planners to create customized plans for clients with a complete and comprehensive lens on the client’s overall financial picture
• Work collaboratively with Manulife partners to provide added new value to clients
• Perform, together with the Client Support team, sales and service support activities to meet client needs and maintain overall service levels
• 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