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Financial consultant Jobs in Toronto, ON

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Financial consultant • toronto on

Last updated: 17 hours ago
Financial Consultant

Financial Consultant

ManulifeToronto, Ontario
Full-time
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 ...Show moreLast updated: 22 days ago
Financial Planning Consultant

Financial Planning Consultant

Royal Bank of Canada>TORONTO, Canada
Full-time
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Primerica - Toronto, ONToronto, ON, CA
Full-time
Quick Apply
As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achie...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Livingston InternationalToronto, ON, CA
Full-time
We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter.Over 30,000 clients trust us with their customs brokerage, trade consulting, global trade mana...Show moreLast updated: 10 days ago
financial planner

financial planner

Ameli & AssociatesToronto, ON, CA
Permanent
Identify clients' financial goals and objectives.Analyze clients' financial records.Develop financial plans for clients.Make recommendations concerning cash management, insurance coverage, investme...Show moreLast updated: 30+ days ago
Financial Consultant Analyst - Industrial

Financial Consultant Analyst - Industrial

Opal Corporate ConnectionsToronto, ON, ca
Full-time
You perform financial analysis of files for the commercial client segment of high complexity, formulate recommendations and draw up financial packages.You serve as a resource person for financing f...Show moreLast updated: 22 days ago
  • Promoted
Financial Accountant

Financial Accountant

The Mason Group Inctoronto, ontario, Canada
Permanent
Our client is a fast-growing Canadian technology infrastructure company operating within a contract-based, recurring revenue model.The organization is scaling quickly and investing in building a st...Show moreLast updated: 1 day ago
Financial Analyst

Financial Analyst

Aston CarterToronto,ON,Canada
Full-time
Job Title: Financial Analyst (FP&A).We are seeking a highly motivated Financial Analyst to join our dynamic team.This intermediate-level position offers a unique opportunity to work alongside senio...Show moreLast updated: 19 days ago
Financial Planning Consultant

Financial Planning Consultant

0000050599 RBC Dominion Securities Inc.TORONTO, Ontario, Canada
Full-time
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 28 days ago
Financial Analyst

Financial Analyst

Jacobs & Thompson IncToronto, ON, CA
Full-time
Quick Apply
Position Summary The Financial Analyst supports financial reporting, analysis, and compliance activities within a manufacturing environment.This role is hands-on in Microsoft Dynamics 365 Finance &...Show moreLast updated: 2 days ago
Financial Analyst

Financial Analyst

Munich ReCanada (Life), Toronto
Full-time
Reporting directly to the Director, Reinsurance Accounting in Canada this position leads the preparation and presentation of management results and client profitability analysis in addition to lead...Show moreLast updated: 30+ days ago
  • New!
Financial Analyst/Senior Financial Analyst

Financial Analyst/Senior Financial Analyst

The Home Depot CanadaToronto, ON, CA
Full-time
At The Home Depot Canada, we want you to feel valued and supported.The pay range you see represents base salary only.In addition, your total rewards may include: semi-annual bonuses tied to busines...Show moreLast updated: 17 hours ago
Financial Planner

Financial Planner

Common Wealth RetirementToronto, ON, CA
Full-time
Quick Apply
Location: Canada This role is open to candidates based anywhere in Canada.While we are considering applicants from across the country, we have a strong preference for candidates located within the ...Show moreLast updated: 13 days ago
Functional Consultant - Financial Services

Functional Consultant - Financial Services

DeloitteToronto, ON, ON, CA
Permanent
At Deloitte, our Purpose is to make an impact that matters.We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future.Our work underpin...Show moreLast updated: 1 day ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Vaco by HighspringBayview Village, Ontario, Canada
Permanent
Our client is a global leader of SaaS-based enterprise facility management systems.They are looking for a Senior Financial Analyst to join their team!.Opportunities for growth and advancement .Budg...Show moreLast updated: 21 days ago
financial accountant

financial accountant

Signal 1 AI Inc.Toronto, ON, CA
Permanent
Experience: 3 years to less than 5 years.Manage balance sheets and profit/loss statements.Ensure accuracy and compliance to accounting standards, procedures and internal control.Prepare financial i...Show moreLast updated: 28 days ago
  • Promoted
Financial Accountant

Financial Accountant

Royal St. George’s CollegeToronto, Ontario, Canada
Full-time +1
Develop collaborative and meaningful relationships in a community where authenticity and individuality are celebrated.Further develop your professional practice and thrive in our learning community...Show moreLast updated: 30+ days ago
Financial Planner

Financial Planner

TDToronto, Ontario
Full-time
Join Our Team as a Financial Planner .Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on ma...Show moreLast updated: 8 days ago
Financial Advisor

Financial Advisor

Brightview Wealth ManagementToronto, Ontario, Canada
Full-time +1
Job Overview Brightview Wealth Management is a boutique wealth management financial planner firm.Our vision is to help clients accumulate wealth and achieve financial success through distributing t...Show moreLast updated: 30+ days ago
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Financial Consultant

Financial Consultant

ManulifeToronto, Ontario
22 days ago
Job type
  • Full-time
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, 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.

  • Fully bilingual (French/English) : The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

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.