Job Description
Company Overview:
Manulife Financial is a leading Canadian financial services group headquartered in Toronto, Ontario. With a rich history dating back to 1887, Manulife Financial has established itself as a trusted provider of financial advice, insurance, and wealth management solutions to individuals and businesses across Canada and globally.
Key Responsibilities for Financial Planner:
- Conduct thorough financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
- Develop comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and risk management.
- Provide tailored recommendations on wealth management products and services to help clients achieve their financial objectives.
- Monitor and review clients' financial plans regularly to ensure alignment with their evolving needs and market conditions.
- Stay up-to-date on industry trends, regulatory changes, and investment opportunities to provide informed advice to clients.
Required Qualifications:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Certified Financial Planner (CFP) designation or equivalent certification.
- Minimum of 3 years of experience in financial planning, wealth management, or related roles.
- Proficiency in financial planning software and tools.
- Strong understanding of investment products, tax laws, and insurance solutions.
Desired Skills:
- Excellent communication and interpersonal skills to build strong client relationships.
- Analytical mindset with attention to detail in financial analysis and forecasting.
- Ability to work independently and as part of a team in a fast-paced environment.
- Fluency in both English and French is an asset.
- Knowledge of the Gatineau, Quebec market and regulatory environment.
Compensation & Benefits:
The annual salary range for the Financial Planner position at Manulife Financial in Gatineau, Quebec, Canada is between $60,000 to $80,000 CAD, commensurate with experience and qualifications. In addition to competitive compensation, Manulife Financial offers a comprehensive benefits package, including health insurance, retirement savings plans, professional development opportunities, and employee discounts on financial products.
How to Apply:
To apply for the Financial Planner position at Manulife Financial in Gatineau, Quebec, please visit our careers page on the company website and submit your resume along with a cover letter highlighting your relevant experience and qualifications. Only shortlisted candidates will be contacted for further assessment.
We thank all applicants for their interest in joining Manulife Financial and contributing to our mission of helping customers achieve their financial goals with confidence and peace of mind.
Required Skills
- Investment strategies
- Risk management
- Portfolio optimization