Manulife Wealth provides Canadians with access to financial advice and strategies tailored to their individual circumstances and life stages. As a Manulife Wealth client, you benefit from the resources and expertise of Manulife, a global financial services organization with a network of approximately 1,000 independent advisors nationwide and a variety of expertise spanning public and private markets. Manulife Private Wealth looks to serve the unique needs of high-net-worth individuals and families with specialized investment counselling tailored to their needs. With access to private banking, financial planning, insurance, and tax and estate planning, Manulife Private Wealth helps to deliver highly specialized solutions designed for complex financial situations. To learn more about Manulife Private Wealth’s capabilities and how we can help you grow, preserve, and transition your wealth, visit https://www.manulife.com/ca/en/personal/wealth/private-wealth Disclaimers: https://www.manulife.com/ca/en/about-us/legal Social media policy: https://www.manulife.com/ca/en/about-us/social-media-policy
On-site · Dorval
Prospect for new business, qualify and follow up with potential clients, and participate in client meetings. Analyze portfolios and financial projections, maintain client relationships, and update the CRM while developing toward building and managing a personal client base.
On-site · Montréal
Build and grow a client base through prospecting, referrals, and community engagement, and develop tailored financial strategies for clients. Conduct portfolio reviews, provide ongoing guidance, analyze investment opportunities, and collaborate with senior advisors and specialists.
On-site · Dorval
Analyze clients’ financial situations, prepare financial plans, structure and assess portfolios, develop investment proposals, and participate in client meetings. Prospect for new clients and build long-term relationships, with the goal of developing a client base and eventually establishing an independent practice.
On-site · Montréal
Grow a client base through prospecting and referrals, participate in client meetings with senior advisors, and prepare financial planning files and performance reports. Progress toward independently managing a book of business.
Remote · Canada
Provide administrative support, manage communications, and handle clerical tasks to ensure smooth daily operations. Complete securities transactions and other trade-related tasks.
On-site · Montréal
The advisor will help clients make informed financial decisions to achieve their long-term goals and build sustainable financial security. They will manage client relationships and develop personalized financial strategies with the support of a multidisciplinary team.
On-site · Montréal
The Wealth Management Advisor will build and manage client relationships while implementing financial planning strategies. They will work alongside experienced advisors to develop their own book of business and provide comprehensive financial guidance.
On-site · Dorval
The role involves helping clients make better financial decisions and achieve their financial goals. It includes exposure to client relationships and financial planning strategies.
On-site · Montréal
The Wealth Management Advisor will work alongside experienced advisors, gaining hands-on experience and exposure to client relationships and financial planning strategies. The role includes a clear path toward building and managing a personal book of business.
On-site · Dorval
The role involves supporting senior advisors with client service and meeting preparation, participating in client meetings, and gradually building your own client base with mentorship. Responsibilities expand as experience, licensing, and confidence grow.
