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Financial Consultant at Manulife - ApplyBlast

Financial Consultant

Manulife

3 months ago

3.9 on Glassdoor

Waterloo, Ontario

Hybrid

Full Time

Junior

0 applicants

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About this role

As a Financial Consultant at Manulife, you will provide investment solutions and guidance to employees transitioning from their current employer's retirement plan. The role involves engaging in one-on-one needs-based conversations over the phone, educating members on investment options, and preparing financial illustrations to help plan retirement income. You will also guide clients through need-based analysis to develop personalized action plans and identify referral opportunities.

Responsibilities

Engage in one-on-one needs-based conversations with group retirement plan members
Educate members on investment options and communicate value propositions
Prepare financial illustrations to help members plan retirement income
Guide members through need-based analysis and develop personalized action plans
Identify referral opportunities by understanding clients' preferences and situations

Skills

Qualifications

Life License Qualification Program (LLQP)

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.