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    Financial Planning Advisor - Ontario, Canada - Manulife Insurance Malaysia

    Manulife Insurance Malaysia
    Manulife Insurance Malaysia Ontario, Canada

    3 weeks ago

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    Description
    Wealth and Retirement Advisor page is loaded Wealth and Retirement Advisor
    Postuler locations Toronto, Ontario Oakville, Ontario Waterloo, Ontario time type Temps plein posted on Publié il y a 11 jour(s) job requisition id JR Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. 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 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.
    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
    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
    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
    CIRO license (formerly IIROC license) required
    Life License required (LLQP)
    Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
    We create opportunities to learn and grow at every stage of your career
    We invite you to help redefine the future of financial services.
    Delivering the promise of Diversity, Equity and Inclusion
    Championing Corporate Citizenship
    We build a business that benefits all stakeholders and has a positive social and environmental impact.
    Au 30 juin 2021, l'actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens milliards de dollars américains). Vous pouvez consulter le site de Manuvie à l'adresse manuvie.Salaire et avantages sociaux
    Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l'expérience et l'éducation ou la formation. Manuvie offre aux employés admissibles une vaste gamme d'avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d'aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d'épargne-retraite (y compris des régimes de rente et un programme international d'actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d'éducation et de conseils financiers.
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