Job Description

The opportunity:

The Wealth Planner supports Manulife Wealth’s independent advisors to enhance their delivery of wealth planning solutions to their clients. This role operates on a national basis with a team-based approach. The incumbent will leverage their financial planning expertise, digital tools, and soft skills to create financial plans and enable our clients to make better financial decisions. This role interfaces directly with clients, advisors, and other internal partners to develop and deliver financial plans and recommendations for implementation.

Responsibilities:

  • Support advisors with expertise in financial planning to create comprehensive financial plans on their behalf for their clients
  • Conduct meaningful client discoveries in a manner that fosters rapport and trust
  • Create financial plans in Conquest that address the clients goals, needs, priorities, and values
  • Identify issues, opportunities, and strategies in a...

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