Talent.com
Financial Consultant
Financial ConsultantManulife • Waterloo, Ontario
Financial Consultant

Financial Consultant

Manulife • Waterloo, Ontario
Il y a 4 jours
Type de contrat
  • Temps plein
Description de poste

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, we're committed to making every day better for people around the world. If you're an ambitious individual who shares our values and is eager to begin your journey as a sales professional in financial advising, we’d 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. You'll understand their investment and financial needs to guide and assist them in planning their future.

Position Responsibilities :

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 Manulife’s Investment Solutions.

Engage in one-on-one needs-based 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 need-based 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.

Required 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 : Post-secondary education is an asset.

Preferred Qualifications :

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.

Team-oriented, 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 :

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 Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

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. 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 pregnancy-related 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

Hybrid

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. Please contact for additional information.

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. 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 U.S.-specific paid time off provisions.

Créer une alerte emploi pour cette recherche

Financial Consultant • Waterloo, Ontario

Offres similaires
Finance Private Tutoring Jobs Beachville

Finance Private Tutoring Jobs Beachville

Superprof • Beachville, Canada
Temps plein +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Consultant •e Business – Recrutement 360 - Les cabinets Fed Group Canada

Consultant •e Business – Recrutement 360 - Les cabinets Fed Group Canada

Les cabinets Fed Group Canada • waterloo, on, ca
Temps plein
Tu as un fort sens des affaires et tu aimes évoluer dans un environnement orienté résultats ?.Tu apprécies autant le développement commercial que la gestion de relations durables, tout en ayant un ...Voir plus
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Redevelopment Financial Analyst - Southbridge Care Homes

Redevelopment Financial Analyst - Southbridge Care Homes

Southbridge Care Homes • waterloo, on, ca
Temporaire
Southbridge Health Care LP owns and operates several long-term care and retirement Homes throughout many urban and rural areas of Ontario. Redevelopment Financial Analyst.Reporting to the Manager, C...Voir plus
Dernière mise à jour : il y a 10 jours • Offre sponsorisée
Personal Support Worker (PSW)

Personal Support Worker (PSW)

CarePartners • Alma, ON, CA
Temps plein
Are you proud to contribute your skills to delivering quality health care? PSWs are an integral part of a health care team, and in this role, you will encourage, support, and promote independence f...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Sales Consultant

Sales Consultant

Forbes GM • Waterloo, ON, Canada
Temps plein
The Sales Consultant serves as a guide to facilitate the customer vehicle buying experience.They conduct the interview to discover customer preferences, needs, and buying motives and then matches c...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Senior Salesforce SPIFF and Territory Management Consultant (Canada - Remote)

Senior Salesforce SPIFF and Territory Management Consultant (Canada - Remote)

CloudLabs Inc • waterloo, on, ca
Télétravail
Temps plein
CloudLabs Inc was founded in 2014 with the mission to provide exceptional IT & Business consulting services at a competitive price, to help clients realize the best value from their investments.Wit...Voir plus
Dernière mise à jour : il y a 11 jours • Offre sponsorisée
Financial Advisor

Financial Advisor

Thomson Allison Financial Solutions • St. Jacobs
Temps plein
Be among the first 25 applicants.Thomson Allison Financial Solutions provided pay range.This range is provided by Thomson Allison Financial Solutions. Your actual pay will be based on your skills an...Voir plus
Dernière mise à jour : il y a 18 jours • Offre sponsorisée
Financial Services Manager

Financial Services Manager

Parkway Ford • Waterloo, ON, Canada
Temps plein
This role is responsible for providing a consistently exceptional customer experience, following established processes and procedures for their role and achieving targeted goals and objectives.This...Voir plus
Dernière mise à jour : il y a 12 jours • Offre sponsorisée
SAP Functional Consultant - PwC Canada

SAP Functional Consultant - PwC Canada

PwC Canada • waterloo, on, ca
Temps plein
Before applying to this posting, please review in detail and self-assess your eligibility.SAP extended-Warehouse Management (eWM) and Material Management (MM), Senior Consultants.Upon-Start until J...Voir plus
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Fabric Architect / Engineer

Fabric Architect / Engineer

Vaco by Highspring • Arthur, Ontario, Canada
Permanent
Our client is a leading Canadian insurance and financial services provider, recognized as one of Canada’s Top 100 Employers. Engineer and optimize Microsoft Fabric platform for enterprise-scale anal...Voir plus
Dernière mise à jour : il y a 1 jour • Offre sponsorisée
Financial Planner : Build Client Relationships & Growth

Financial Planner : Build Client Relationships & Growth

TD Bank • Delhi, Central Ontario, Tillsonburg
Temps plein
A leading financial institution in Canada seeks an Associate Planner in Delhi, Ontario.This role focuses on building strong client relationships, delivering expert financial advice, and collaborati...Voir plus
Dernière mise à jour : il y a 18 jours • Offre sponsorisée
Governance, Risk & Compliance Consultant

Governance, Risk & Compliance Consultant

Malleum • waterloo, on, ca
Temps plein
We are a premier cybersecurity consultancy, blending advanced offensive and defensive strategies to safeguard our customers. With a team known for its contributions to cybersecurity research at plat...Voir plus
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Financial Insurance Representative

Financial Insurance Representative

Serenia Life Financial • Waterloo, ON, Canada
Temps plein
Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple : understand ou...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Accommodation Consultant, EHA

Accommodation Consultant, EHA

University of Waterloo • Waterloo, On
Temps plein +1
At the University of Waterloo, we create and promote a culture where everyone can reach their full potential.As an employee, you get support & opportunities that empower you to advance you...Voir plus
Dernière mise à jour : il y a 7 heures • Offre sponsorisée • Nouvelle offre
Enrollment Consultant

Enrollment Consultant

Right Management • waterloo, on, ca
Temps plein +1
The Enrollment Consultant is responsible for engaging and enrolling candidates into their Right.Management service benefit program by providing a ‘best in class’ customer service and experience in ...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Workday Financial Accounting Consultant - Insight Global

Workday Financial Accounting Consultant - Insight Global

Insight Global • waterloo, on, ca
Temps plein
Insight Global is looking to hire a Workday Financial Accounting Consultant to support various HCM Clients.As a Workday Financial Consultant, the primary responsibility is to deliver expert guidanc...Voir plus
Dernière mise à jour : il y a 15 jours • Offre sponsorisée
SAP FICO Consultant

SAP FICO Consultant

freelance.ca • Waterloo, Canada
Temps plein
Role : SAP FICO Techno – Functional Consultant.Location : Waterloo, ON (Hybrid).SAP S / 4HANA FI (GL, AP, FA) and SAP Consolidation / Group Reporting. Strong understanding of the S / 4 HANA Finance solution...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Financial Planning Intern

Financial Planning Intern

IG Wealth Management • Waterloo, ON, Canada
Temps partiel
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and ...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée