Senior Paralegal supporting attorneys with complex fund transactions and regulatory compliance at Goodwin. Collaborating with a global team in the private investment sector.
About the role
- Financial Consultant at Manulife guiding clients in their investment and retirement planning. Engaging with group retirement plan members and helping them with their investment options and solutions.
Responsibilities
- Proactively call and receive calls from existing group retirement plan members who are leaving or have left their employer retirement plan to discuss their investment options and offering various Manulife’s Investment Solutions.
- Engage in one-on-one needs-based conversations over the phone with group retirement plan members.
- Educate members on the benefits of various investment options and communicate our value proposition.
- Review and provide investment guidance on Group Retirement investments.
- Prepare financial illustrations to help members plan their retirement income.
- Guide members through need-based analysis and develop personalized action plans.
- Identify referral opportunities by understanding clients’ preferences and situations.
- Consolidate external investments
Requirements
- Licensing: You will need to obtain the Life License Qualification Program (LLQP) before starting. Financial support for obtaining this license will be provided.
- Education: Post-secondary education is an asset.
- Prior experience as an investment advisor or MFDA/IIROC license is preferred
- Ability to articulate value propositions effectively over the phone.
- Strong active listening skills to understand clients’ needs.
- Attention to detail in recording customer information accurately.
- High integrity, always putting the client at the center of every conversation.
- A strong compliance mindset and commitment to staying informed about our products and services.
Benefits
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans including pension and a global share ownership plan with employer matching contributions
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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