This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized investment recommendations to help clients in the management of their retirement assets.
Supported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. We hire and develop Financial Advisors who believe in our mission of helping our customers achieve their retirement goals and who personify our values.
If these qualities reflect who you are and who you aspire to be, you will thrive as a Financial Advisor at Manulife John Hancock Wealth:
Demonstrates curiosity in exploring client needs
Efficient and resourceful, delivering consistent value
Passionate about discovering solutions with an entrepreneurial approach
Possess expertise in retirement and investment knowledge and be able to recommend the right solutions to clients.
Embraces accountability, learns from setbacks, and strives for continuous improvement
Position Responsibilities:
You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our existing IRA customers, referrals from other service centers and then helping these customer’s make good decisions about their retirement assets.
You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships.
Your advice involves understanding the customer’s current investment and personal situation to recommend retirement strategies and investment product recommendations that might be the best fit for their unique needs.
You will engage clients in discussions about their retirement goals and objectives, and produce financial plans that include projections to help them visualize their future.
Required Qualifications:
FINRA SIE, Series 7, 63 and 65. FINRA. State Insurance Licenses may be required as our product offering expands.
Preferred Qualifications:
Bachelor’s degree preferred.
5-7 + years of Financial Services experience, preferably in phone and/or sales roles
CRPC designation a plus.
When you join our team:
We will empower you to learn and grow the career you want.
We will recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, you will receive support to shape the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
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
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search: