Wealth and Retirement Advisor

Wealth and Retirement Advisor Location: CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest Time Type: Full time Posted on: 3 Days Ago Job Requisition ID: JR24071348 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. Working Arrangement : Hybrid 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 a 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. Responsibilities 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. What are we looking for? University degree and/or 3-5 years industry experience or equivalent. Experience speaking directly with clients and conducting one-on-one client meetings. 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. Ability to develop long-lasting, trusted relationships with collaborators. Excellent verbal and communication skills. Natural propensity towards teamwork and collaboration; proven coachability. Moderate travel within is required. Bilingual (English and French both spoken and written). What motivates you? Obsessing about customers, listening, engaging and acting for their benefit. Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes. You thrive in teams and enjoy getting things done together. You take ownership and build solutions, focusing on what matters. You do what is right, work with integrity and speak up. You share your humanity, helping us build a diverse and inclusive work environment for everyone. Our commitment to you Values-first culture. Boundless opportunity. Continuous innovation. Delivering the promise of Diversity, Equity and Inclusion. Championing Corporate Citizenship. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. Manulife is an Equal Opportunity Employer At Manulife /John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. #J-18808-Ljbffr