About this role
The Wealth Planner at Manulife supports financial advisors in creating comprehensive wealth plans for clients. The role involves leveraging financial expertise, digital tools, and soft skills to develop tailored financial solutions and foster client relationships. Operating on a national basis, it emphasizes collaboration, financial planning, and client communication.
Required Skills
- Financial Planning
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Financial Software
- Client Relations
- Communication
- Research
- Strategy
Qualifications
- University Bachelor’s Degree in a related field
- CFP® or Pl. Fin. designation
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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