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Associate Transition Consultant

Manulife Financial Corporation

This is a Contract position in Waterloo, ON posted May 6, 2024.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.

The Inside Sales Consultant, being a Transition Consultant, is an important role in the MIM Advisor Group. The Consultant connects with employees in our group plans at Manulife at a time when they are transitioning away from their current employer to understand their investment and other needs so that they may guide and assist them with respect to their plans going forward.

Responsibilities :

  • Conduct one-on-one needs-based conversations over the phone for group retirement plan-members currently enrolled in an employer group plan
  • Educate and communicate value proposition on benefits of various options for members
  • Conduct financial illustrations for plan members around drawing retirement income
  • Guide members through need-based analysis and formulate a plan of action and related suitability for immediate assets that are in group plan
  • By understanding client preferences and their personal situation, identify referral opportunities

What are we looking for?

Licenses:

  • Life License (LLQP) required by start date
  • Mutual Fund License (MFDA) is preferred

Education and Experience:

  • Minimum 1 year in client facing roles in the financial industry, preferability wealth or asset management
    • Post-Secondary Education is an asset

Skills and Competencies:

  • Demonstrated ability to articulate value proposition through consultation over the phone
  • Possess active listening skills to understand the clients’ needs and personal situation
  • Attention to detail in gathering and accurately recording all customer information
  • High degree of integrity putting the client at the center of the conversation
  • Strong compliance mindset
  • Remain current and up to date on our products and services, as well as processes
  • The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What motivates you?

  • Obsessing about customers, listening, engaging and act for their benefit.
  • Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

  • Values-first culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity
  • We create opportunities to learn and grow at every stage of your career!
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

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 Asia, Canada, 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 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). 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

At Manulife/John Hancock, we embrace our diversity. 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, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.