Manulife Wealth provides Canadians with access to financial advice and strategies tailored to their individual circumstances and life stages. As a Manulife Wealth client, you benefit from the resources and expertise of Manulife, a global financial services organization with a network of approximately 1,000 independent advisors nationwide and a variety of expertise spanning public and private markets. Manulife Private Wealth looks to serve the unique needs of high-net-worth individuals and families with specialized investment counselling tailored to their needs. With access to private banking, financial planning, insurance, and tax and estate planning, Manulife Private Wealth helps to deliver highly specialized solutions designed for complex financial situations. To learn more about Manulife Private Wealth’s capabilities and how we can help you grow, preserve, and transition your wealth, visit https://www.manulife.com/ca/en/personal/wealth/private-wealth Disclaimers: https://www.manulife.com/ca/en/about-us/legal Social media policy: https://www.manulife.com/ca/en/about-us/social-media-policy
Sur place · Montréal
Build and retain a client base through prospecting, monitor market and industry trends, and discuss their potential impact on clients’ investments. Advise clients on suitable investment products and services, and buy and sell stocks, bonds, and other investment products on their behalf.
Sur place · Dorval
Contact targeted prospective clients using research tools and secure quality meetings, then participate in client meetings and assess their needs. Learn portfolio construction and retirement, tax, and estate planning while building and managing a personal pipeline of prospective clients.
Sur place · Dorval
Prospect for new business, qualify and follow up with potential clients, and participate in client meetings. Analyze portfolios and financial projections, maintain client relationships, and update the CRM while developing toward building and managing a personal client base.
Sur place · Dorval
Analyze clients’ financial situations, prepare financial plans, structure and assess portfolios, develop investment proposals, and participate in client meetings. Prospect for new clients and build long-term relationships, with the goal of developing a client base and eventually establishing an independent practice.
Sur place · Montréal
The advisor will help clients make informed financial decisions to achieve their long-term goals and build sustainable financial security. They will manage client relationships and develop personalized financial strategies with the support of a multidisciplinary team.
Sur place · Dorval
The role involves helping clients make better financial decisions and achieve their financial goals. It includes exposure to client relationships and financial planning strategies.