Wealth and Retirement Advisor

Company	Manulife Financial
Location	Toronto, ON, Canada, Kitchener, ON, Canada
Salary	$Not Provided – $Not Provided
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Mid Level, Senior

University degree and/or 3-5 years industry experience, 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

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