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Personal Plan Investment Consultant

Société Financière Manuvie

C'est un Contrat job à Montreal, QC publiée le novembre 11, 2020.

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Our Investment Consultants are dedicated to building relationships with the existing employees of our employer group clients and guide members through the financial options available to them as it relates to group retirement savings.

This opportunity offers a base salary, performance incentives and a steady stream of customers.  We have plan members waiting to speak with you, we generate the leads for you, no prospecting is required.

Who we are looking for? If this sounds like you then consider joining our team!

You are a motivated, target oriented, licensed consultant with 2 to 5 years experience in the wealth industry and you are passionate about supporting clients on the road to their retirement through investments. This opportunity is ideal for individuals who have primarily focused on investment and/or pension products.

You add value by promoting investment options/products and services to plan members as they leave an employer and you can speak with plan members about investing in a language that they understand.  This is the time to leverage your skills in providing value-added, exceptional customer service and sharing your knowledge of investment solutions to help plan members make smart financial decisions.

What will you be doing?

Our Personal Plan Investment Consultants are Investment Specialists who provide guidance and education, as appropriate, to group plan members who need to decide what to do with their accumulated retirement savings. This includes ensuring group retirement plan members understand different investment concepts and fees, defining their risk profile, consolidate their assets and make ongoing RRSP contributions.

Your financial services industry experience in providing one on one investment guidance will be beneficial as you:

  • Conduct one-on-one needs based conversations over the phone for group retirement plan members currently enrolled in an employer group plan, including discussions around fund options, underlying investment fees, risk profile, long term savings goals/investment strategy in addition to having consolidation discussions.

  • Educate members on the benefits of group plan versus retail investing, understanding the impact of investment fees, defining their risk profile and helping them consolidate their assets, in addition to continuing to make ongoing Group RRSP contributions.

  • Ensure our plan members understand the value of investing early, the impact of investment fees, the power of compounding interest and the financial benefits of investing inside of a group retirement savings plan

  • Provide financial illustrations to plan members around the power of investing early inside a group retirement savings plan coupled with the power of compounding interest

  • Help plan members build their investment portfolio based on their risk profile  

Job Requirements:

Licenses:

  • Canadian Securities Course (CSC) or IFIC – or related studies or experience

  • Required to obtain Life License (LLQP) prior to starting employment. Company supports training for qualified candidates. 

  • Certified Financial Planner (CFP) designation is an asset

Education and Experience:

  • Minimum two (2) years experience in financial sales

  • University business degree is an asset

  • Knowledge of Group Benefits Optional Life and Critical Illness products is an asset

  • Ability to work independently in an open office environment and manage day-to-day office functions

  • Phone sales (outbound focus)

  • Bilingualism is an asset

Skills and Competencies:

  • Demonstrated ability to persuade and negotiate through consultation over the phone and possess active listening skills to communicate the benefits of investing early and consistently inside of a group registered savings plan

  • Knowledge of Manulife Investments and life insurance products an asset

  • Proven ability to be innovative in sales strategies, marketing concepts and product applications

  • Attention to detail in gathering and accurately recording all customer information

  • Remain current and up-to-date on wealth management products, market trends and financial planning issues.

If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong.

 

Manulife is an equal opportunity employer. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.