Wealth Planner
Manulife(24 days ago)
About this role
The Wealth Planner supports Manulife Wealth’s independent advisors by creating comprehensive financial plans and enabling better client financial decisions. This national, team-based role leverages financial planning expertise and digital tools to develop and deliver tailored recommendations. The role interfaces directly with clients, advisors, and internal partners to facilitate plan implementation.
Required Skills
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Client Discovery
- Presentation Skills
- Relationship Management
- Conquest
- Research
- Prioritization
+2 more
Qualifications
- Bachelor's Degree
- CFP
- Pl. Fin.
- CLU
- TEP
- CA
- CPA
- Bilingual English/French
About Manulife
manulife.comManulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
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