Financial Consultant
Financial Consultant
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Job Description
Kickstart Your Career as a Financial Consultant (Wealth & Retirement)
Are you looking for a supportive collaborative workplace with great teams and inspiring leaders At Manulife were committed to making every day better for people around the world. If youre an ambitious individual who shares our values and is eager to begin your journey as a sales professional in financial advising wed love to hear from you!
Manulife Wealth and Asset Management provides comprehensive financial and investment solutions including financial planning and insurance to clients across the wealth spectrum. As a Financial Consultant you will play a vital role Providing investment solutions and guidance to employees transitioning from their current employer. Youll understand their investment and financial needs to guide and assist them in planning their future.
What Youll Do:
Proactively call and receive calls from existing group retirement plan members who are leaving or have left their employer retirement plan to discuss their investment options and offering various Manulifes Investment Solutions.
Engage in oneonone needsbased conversations over the phone with group retirement plan members.
Educate members on the benefits of various investment options and communicate our value proposition.
Review and provide investment guidance on Group Retirement investments.
Prepare financial illustrations to help members plan their retirement income.
Guide members through needbased analysis and develop personalized action plans.
Identify referral opportunities by understanding clients preferences and situations.
Consolidate external investments
Why This Role is Perfect for You:
An amazing opportunity to start your career as a financial consultant and grow within a dynamic company.
Develop and hone your skills as a sales professional in the financial services industry.
Base salary with full benefits followed by a comprehensive sales incentive program.
Qualifications:
Licensing: You will need to obtain the Life License Qualification Program (LLQP) before starting. Financial support for obtaining this license will be provided.
Education: Postsecondary education is an asset.
Asset:
Bilingual (French & English) is required for Quebec applicants only The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.
Skills and Competencies:
Prior experience as an investment advisor or MFDA/IIROC license is preferred
Ability to articulate value propositions effectively over the phone.
Strong active listening skills to understand clients needs.
Attention to detail in recording customer information accurately.
High integrity always putting the client at the center of every conversation.
A strong compliance mindset and commitment to staying informed about our products and services.
What Motivates You:
Passion for customer service with a focus on listening engaging and acting for the benefit of clients.
Curiosity and an innovative mindset to discover new approaches and drive business outcomes.
Teamoriented thriving in collaborative environments.
Ownership of your work building solutions that focus on what truly matters.
Integrity and courage to do what is right and speak up when necessary.
Commitment to diversity and inclusion contributing to a welcoming workplace for all.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
#LIWAM
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit 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. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancyrelated conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Salary & Benefits
Salary will vary depending on local market conditions geography and relevant jobrelated 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. Please contact for additional information.
Manulife offers eligible employees a wide array of customizable benefits including health dental mental health vision short and longterm disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about paid time off provisions.
Required Experience:
Contract
Employment Type
Full-Time
