Wealth Advisor at Manulife Financial, Windsor, Ontario

Company Overview:
Manulife Financial is a leading Canadian financial services group that provides a wide range of insurance, wealth management, and investment products to individuals and organizations. With a strong presence in Canada and globally, Manulife is committed to helping customers achieve their financial goals and secure their future through innovative solutions and exceptional customer service.

Key Responsibilities for Wealth Advisor:
- Conduct comprehensive financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
- Develop personalized wealth management strategies and investment plans based on clients' needs and objectives.
- Provide expert advice on investment products, retirement planning, tax strategies, and estate planning to help clients achieve financial success.
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial goals and market conditions.
- Build and maintain strong relationships with clients through regular communication and proactively addressing their financial concerns and opportunities.

Required Qualifications:
- Bachelor's degree in Finance, Business, Economics, or related field.
- Certified Financial Planner (CFP) designation or equivalent certification.
- Minimum of 3 years of experience in wealth management, financial planning, or related role.
- Strong knowledge of investment products, financial markets, and regulatory requirements in Canada.
- Excellent communication skills with the ability to explain complex financial concepts to clients effectively.

Desired Skills:
- Master's degree in Finance or related field.
- Chartered Financial Analyst (CFA) designation.
- Experience in high-net-worth client management.
- Proficiency in financial planning software and tools.
- Bilingual proficiency in English and French.

Compensation & Benefits:
The annual salary range for the Wealth Advisor position at Manulife Financial in Windsor, Ontario, Canada is between $70,000 to $90,000 CAD, depending on qualifications and experience. In addition to competitive compensation, Manulife offers a comprehensive benefits package that includes health and dental insurance, retirement savings plans, paid time off, professional development opportunities, and employee discounts on financial products.

How to Apply:
To apply for the Wealth Advisor position at Manulife Financial, please submit your resume and a cover letter highlighting your relevant experience and qualifications through the careers section of the Manulife website. Only shortlisted candidates will be contacted for further evaluation. Thank you for considering a career opportunity with Manulife Financial.