Private Wealth Consultant

The Opportunity:

Manulife Private Wealth (“MPW”) delivers discretionary private investment counselling to high net worth (“HNW”) clients across Canada. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of every Canadian's financial plan and future. As part of a global financial institution, our leading capabilities in public and private markets are strengthened by an investment footprint that spans globally across 19 geographies with over 650 investment professionals. We are looking for individuals with the skills, energy and drive to help us frow our client base.

We are seeking a highly motivated and strategic Private Wealth Consultant to join our growing team. This individual will play a key role in driving new business with internal and external partners, presenting the MPW offering to prospective clients and advisors. The ideal candidate is entrepreneurial, relationship-driven and skilled at identifying opportunities to expand our client base.

This role will have shared responsibilities of Ontario and cover Western Canada. The candidate can work out of our Vancouver, Calgary or Toronto office.

Key Accountabilities:

• Build and maintain a strong referral network with our internal partners (e.g. PlanRight and Transitions teams) as well as external advisors and insurance partners, to identify, qualify and pursue new client opportunities.
• Lead prospect meetings, contributing to needs analysis, solution design and proposal development
• Collaborate on the development and delivery of client pitches and presentations
• Demonstrate a deep understanding of a HNW private wealth offering, including financial planning, investment solutions, tax and estate considerations
• Organize and lead roadshows and webinars to educate prospects, advisors and internal partners on MPW and our value proposition.
• Attend client and industry events to build relationships with prospects and referring partners and capitalize on networking opportunities.
• Deliver a high-quality client experience from initial engagement through onboarding
• Participate in the company’s growth initiatives and strategic projects that expand our market reach
• Some travel may be required to meet prospective clients and/or advisors in person

Required Qualifications:

• A minimum of 5 years of experience specifically in a business development role within wealth management
• Undergraduate degree in commerce, finance or equivalent
• CFP, CFA or Chartered Investment Manager (CIM) designation considered an asset
• Proven track record in business development, client acquisition or relationship management
• Experience with CRM platforms, such as Salesforce, an asset
• Strong communication, presentation and interpersonal skills
• Deep understanding of wealth management products and solutions
• Highly capable of adapting approach to what is best for each situation.
   

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

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 https://www.manulife.com/en/about/our-story.html.

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.

Hybrid

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.