Wealth Planner
Manulife
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.
Skills
Qualifications
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.
Recent company news
PR NewswireManulife Announces Exclusive Partnership with Guardant Health to Bring the Shield Multi-Cancer Detection Test to Customers Across Asia
3 days ago
Yahoo FinanceHow Manulife Financial (TSX:MFC) Story Is Shifting With New Targets And Capital Returns
1 day ago
MarketWatchManulife Financial Corp. stock rises Tuesday, outperforms market
1 day ago
The Realist | Howard ChaiExclusive: Manulife Buys RED Sol Project In Coquitlam From Adera For $60M+
1 day ago
MarketBeatAchmea Investment Management B.V. Has $29.09 Million Stake in Manulife Financial Corp $MFC
1 day ago
About Manulife
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Manulife.
Salary
$93k – $143k
per year