Wealth & Retirement Financial Consultant (Waterloo)
Wealth & Retirement Financial Consultant (Waterloo)
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Waterloo, Canada
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Last edited: less than a week ago
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Description
Kickstart your consulting career with Manulife as a Financial Consultant focusing on Wealth and Retirement in a hybrid role. Help clients explore investment strategies effectively. As a Financial Consultant at Manulife, you will proactively assist group retirement plan members during their transitions. Engage in personalized discussions about their financial future while educating them on investment solutions. This role provides a growth prospect to enhance your skills as a financial services sales professional. Key Responsibilities: • Initiate contact with retirement plan participants for consultations • Facilitate personalized investment conversations over the phone • Mentor clients on benefits of investment options • Assess and offer guidance on Group Retirement investments • Design financial illustrations for retirement planning Requirements: • Life License Qualification Program (LLQP) required • Post-secondary education is advantageous • Previous advisory experience preferred • Excellent listening and communication skills • Commitment to high ethical standards in client interactions Shape your career and support client investments at Manulife. Apply on Kit Job: kitjob.ca/job/2omthp
Highlights
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Company nameManulife Financial
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Job positionWealth & Retirement Financial Consultant (Waterloo)
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Wealth & Retirement Financial Consultant (Waterloo) has been posted in the Waterloo Accounting, Financing & Banking category on Locanto.
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