Financial Consultant

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 offer 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

マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。

マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.comまでご連絡をお願いします。

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 recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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