Consultant Junior supporting communication and strategy projects at CONCILIUM. Involved in analysis, strategy development, and collaboration with consultants and management.
About the role
- Private Wealth Consultant at Manulife managing client relationships and business development in Canada. Engaging with HNW clients and collaborating with internal partners for wealth management solutions.
Responsibilities
- Build and maintain a strong referral network with internal partners and external advisors
- 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 and investment solutions
- Organize and lead roadshows and webinars to educate on MPW's value proposition
- Attend client and industry events to build relationships with prospects and referring partners
- Deliver a high-quality client experience from initial engagement through onboarding
- Participate in the company’s growth initiatives and strategic projects that expand market reach
Requirements
- 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.
Benefits
- Health, dental, mental health, vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension and a global share ownership plan with employer matching)
- Paid time off (holidays, vacation, personal, sick days, and statutory leaves)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Service Consultant - Xstore POS providing L2/L3 support in Oracle Retail systems. Involved in troubleshooting, configuration, and incident management for POS systems.
Service Consultant supporting Oracle Retail Invoice Matching software applications. Assisting with troubleshooting, client support, development standards and mentoring junior team members.
Service Consultant developing applications using Oracle Retail APEX and ADF. Engaging in enterprise - level application development and support for global retail operations.
Senior Consultant in Forensic Accounting at Baker Tilly providing forensic and litigation services. Directly supervising teams and ensuring comprehensive financial analyses for clients' sensitive matters.
Senior Lead Health & Benefits Large Market Consultant managing client accounts for large employers. Overseeing benefits strategy, financial evaluations, and client engagement in a hybrid role.
Lead Health & Benefits Consultant managing medical, dental, and life benefit plans for large employers. Driving client engagement and consulting on complex healthcare benefits challenges.
Consultant managing project teams to improve clients' cybersecurity in IT infrastructure. Working with assessments, audits, and creating security architectures to enhance client resilience.
Senior Consultant specializing in IT/OT security improvement projects for a consulting firm. Leading project teams and advising clients on cybersecurity measures.
Consultant improving IT infrastructure cybersecurity for a consulting firm with 300 employees. Leading project teams and advising on security strategies and measures.