Private Wealth Consultant Jobs

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the Manulife Private Wealth website.

The Private Wealth Consultant, Western Region is a senior member of a team of private wealth professionals delivering institutional quality investment management, private banking, financial, estate and tax planning services to High Net Worth (“HNW”) individuals and their families, as well as institutions in the Western Region. The candidate may be located in Calgary or Vancouver (Vancouver preferred).

As a Private Wealth Consultant, you will lead the business development efforts in your region, as part of a national team, driving new opportunities internally and externally for Manulife Private Wealth. You will develop strong relationships with centers of influence, independent advisors and key internal partners.

Responsibilities

Business Development

• Deliver professional business development events engaging with key Manulife Investment Management colleagues and internal/external partners to provide thought leadership on a variety of subjects of interest to HNW families
• Pursue book buy opportunities across advisors within region to amplify AUM growth
• Collaborate as a team with investment counsellors and other professionals to best articulate, enhance and deliver the Manulife Private Wealth value proposition
• Effectively manage expense business development budgets to deliver financial results
• Drive the achievement of the firm’s business development targets
• Track, manage and report on your activities and sales pipeline through client relationship management systems
• Develop and share ongoing standard methodologies, sales, marketing and business development ideas and strategies with peers.
• Pursue opportunities to grow AUM actively by increasing the number of clients referred to the firm through your network (including, key centers of influence and advisors).
• Develop keen understanding of the Manulife Private Wealth value proposition, including those of key partners
• Identify appropriate prospective referral partners to demonstrate the firm’s Private Wealth offering across their client base of High Net Worth Individuals and institutions

Advisor Experience

• Engage as relationship manager for the firm with, and introduce and strengthen the firm’s value proposition to, advisors and centers of influence in your region
• Introduce advisors and centers of influence to investment counsellors and other Private Wealth professionals
• Follow through on the risk and compliance processes and policies to ensure we safeguard our clients’ assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirements
• Support advisor and their team through the book buy process
• Provide in depth consulting services for prospective referring advisors such as developing sales strategies for identifying and prospecting for HNW clients, talking points on the benefits of working with MPW and providing information and support on the referral payments process

What are we looking for?

• University degree and 5+ years related sales experience in the high net worth wealth management industry working directly with advisors, centers of influence and/or clients
• Deep understanding of finance and investments
• Moderate travel within the region is required
• Excellent verbal and communication skills, as well as presentation skills
• A successful track record in business development and closing deals
• Natural propensity towards teamwork and collaboration; proven coachability
• Proven ability to develop long lasting, trusted relationships with internal and external stakeholders

What motivates you?

• You do what is right, work with integrity and speak up.
• Obsessing about customers, listening, engaging and act for their benefit.
• You take ownership and build solutions, focusing on what matters.
• Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.
• You thrive in teams and enjoy getting things done together.

Our commitment to you

• We create opportunities to learn and grow at every stage of your career!
• We invite you to help redefine the future of financial services.
• Continuous innovation
• We lead with our Values every day and bring them to life together.
• Values-first culture
• We build a business that benefits all stakeholders and has a positive social and environmental impact.
• Boundless opportunity
• Delivering the promise of Diversity, Equity and Inclusion
• Championing Corporate Citizenship
• We foster an inclusive workplace where everyone thrives.

What can we offer you?

• Flexible work policies and strong work-life balance
• A focus on growing your career path with us
• A competitive salary and benefits packages
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills
• Professional development and leadership opportunities

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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 [email protected].

Salary & Benefits

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 [email protected] 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 [email protected] for more information about U.S.-specific paid time off provisions.