Job Title

The opportunity: The Wealth Planner supports Manulife Wealths independent advisors to enhance their delivery of wealth planning solutions to their clients. This role operates on a national basis with a team-based approach. The incumbent will leverage their financial planning expertise, digital tools, and soft skills to create financial plans and enable our clients to make better financial decisions. This role interfaces directly with clients, advisors, and other internal partners to develop and deliver financial plans and recommendations for implementation. Responsibilities: Support advisors with expertise in financial planning to create comprehensive financial plans on their behalf for their clients Conduct meaningful client discoveries in a manner that fosters rapport and trust Create financial plans in Conquest that address the clients goals, needs, priorities, and values Identify issues, opportunities, and strategies in all areas of financial planning including retirement, tax, insurance, and estate planning Collaborate with Insurance Consultants, Tax and Estate Planner, and other internal partners to provide required expertise and implementation Present financial plans to clients in a manner that reduces complexity Key contributor to the client experience, owning key action items and steps in the planning process including end communication Strong ability to prioritize resources and deliverables based on caseloads and client meeting schedule Maintain clear records of client notes, inputs, and planning recommendations Maintain ongoing expertise with industry related matters, rules and regulations that impact financial planning strategies and recommendations Carrying out independent research to ensure issues and opportunities within the plan are addressed Promote the adoption of wealth planning software in line with Manulifes strategy. Collaborate with the Practice Management and Wealth Planning Services team to gather and share advisor feedback Provide secondary support to wealth planning software users including answering questions and modeling a broad range of wealth planning concepts and strategies. Responsibilities: Ability to influence without direct authority, and highly effective negotiation and collaboration skills; proven success in building and managing relationships. Strong ability to present complex ideas clearly. Strong written and verbal communication skills Excellent customer focus and commitment to quality while still meeting deadlines. Strategic problem solver with a keen attention to detail. Strong interpersonal skills with the ability to inspire and engage Excellent organizational skills, with an emphasis on prioritizing and executing tasks efficiently in a dynamic environment. Qualifications: 5 to 8 years experience developing comprehensive financial plans University Bachelors Degree or equivalent work experience in a Financial Services role Financial planning designation (e.g., CFP or Pl. Fin.) is required Additional designations such as CLU, TEP, CA, CPA are an asset Ability to interpret and communicate technical information to a non-technical audience. Accuracy and attention to detail. Team player. You believe in an integrated wealth management approach for helping clients. You have a deep understanding of financial services and wealth management. Confidence, maturity and credibility to interact with senior-level business leaders and top advisors. Professional demeanor, excellent communication and relationship skills. Excellent facilitation and presentation skills. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. When you join our team: Well empower you to learn and grow the career you want. Well recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, well support you in shaping the future you want to see. propos de Manuvie et de John Hancock La Socit Financire Manuvie est un chef de file mondial des services financiers qui aide les gens prendre leurs dcisions plus facilement et vivre mieux. Pour en apprendre plus notre sujet, rendez vous ladresse Manuvie est un employeur qui souscrit au principe de lgalit daccs lemploi Chez Manulife/John Hancock nous valorisons notre diversit. Nous nous efforons dattirer, de perfectionner et de maintenir une main doeuvre qui est aussi diversifie que nos clients, et de favoriser la cration dun milieu de travail inclusif qui met profit la diversit de nos employs et les comptences de chacun. Nous nous engageons assurer un recrutement, une fidlisation, une promotion et une rmunration quitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de lascendance, du lieu dorigine, de la couleur, de lorigine ethnique, de la citoyennet, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection lie une grossesse), de lorientation sexuelle, des caractristiques gntiques, du statut dancien combattant, de lidentit de genre, de lexpression de genre, de lge, de ltat matrimonial, de la situation de famille, dune invalidit ou de tout autre motif protg par la loi applicable. Nous nous sommes donn comme priorit dliminer les obstacles laccs galitaire lemploi. Cest pourquoi un reprsentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqus pendant le processus de demande daccommodement seront stocks et utiliss conformment aux lois et aux politiques applicables de Manuvie. Pour demander une mesure daccommodement raisonnable dans le cadre du recrutement, crivez . Rgion de rfrence du salaire Montreal, Quebec Modalits de travail Hybride Lchelle salariale devrait se situer entre $92,900.00 CAD - $142,900.00 CAD Les employs ont galement la possibilit de participer des programmes incitatifs et de recevoir une rmunration lie la performance de lentreprise et des individus. Le salaire rel variera selon les conditions du march local, la rgion gographique et les facteurs propres au poste, tels que les connaissances, les comptences, les qualifications, lexprience et la formation. Si vous postulez ce poste en dehors de votre lieu principal, veuillez contacter pour connatre la fourchette salariale applicable votre rgion. Manuvie offre aux employs admissibles une vaste gamme davantages sociaux personnalisables, notamment une assurance soins mdicaux, soins dentaires, sant mentale, soins de la vue, invalidit de courte et de longue dure, assurance vie et assurance DMA, assurance adoption, de maternit de substitution et de soins mdicaux non urgents ainsi que des programmes daide aux employs et leur famille. Nous proposons galement aux employs admissibles diffrents rgimes dpargne-retraite (y compris des rgimes de rente et un programme international dactionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matire dducation et de conseils financiers. Notre gnreux programme de congs rmunrs au Canada comprend les jours fris, les congs annuels, les congs personnels et les congs de maladie, et nous offrons toute la gamme des congs autoriss prvus par la loi. Si vous posez votre candidature ce poste aux tats-Unis, veuillez crire pour obtenir de plus amples renseignements sur les dispositions relatives aux congs rmunrs spcifiques aux tats-Unis.