Manulife
Financial Services
FinancialConsultant
Neural analysis suggests this role is
optimal for Entry candidates.
“Financial Consultant at Manulife. Skills: Financial advising, Investment solutions, Sales. Providing investment solutions and guidance to employees transitioning from their current employer. Understanding investment and financial needs to guide and assist them in planning their future”
What You'll Achieve.
Drive business outcomes
Industry & Context.
Develop personalized action plans; Discover new approaches and drive business outcomes
What They're Looking For.
Must Have
Obtain the Life License Qualification Program (LLQP) before starting
Nice to Have
Prior experience as an investment advisor or MFDA/IIROC license, Ability to articulate value propositions effectively over the phone, 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 compliance mindset and commitment to staying informed about our products and services
What You'll Do.
Providing investment solutions and guidance to employees transitioning from their current employer
Understanding investment and financial needs to guide and assist them in planning their future
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
How You'll Work.
Team & Collaboration
Supportive, collaborative workplace; Team-oriented, thriving in collaborative environments
Communication Scope
Ability to articulate value propositions effectively over the phone; active listening skills to understand clients’ needs
Full 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
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