Wealth And Retirement Advisor

Manulife Financial Corporation

Hybrid
Financial planning advice
Client relationship management
Investment solutions expertise
The Wealth and Retirement Advisor is a senior member of a team delivering wealth and retirement advice to clients

Job Summary

  • The Wealth and Retirement Advisor is a senior member of a team delivering wealth and retirement advice to clients.
  • The role involves identifying clients' financial goals and providing tailored financial planning solutions.
  • Manulife offers a flexible environment that supports employee well-being and inclusion.

Matching Summary

The Wealth and Retirement Advisor is a senior member of a team delivering wealth and retirement advice to clients.

Skills & Requirements

Must-have

  • Financial planning advice
  • Client relationship management
  • Investment solutions expertise

Nice-to-have

  • Teamwork and collaboration
  • Excellent communication skills
  • Trusted relationship development

Key Requirements

  • University degree or 3-5 years experience
  • Canadian Securities Course (CSC) required
  • CIRO license required

Work Rights

Not specified

Tailored Resume

Cover Letter