PlanRight Advisor - Jobs in Vancouver, BC - 543542

Job Summary
  • Job Type
    Full Time

Job Description

Are you looking for unlimited opportunities to develop and succeed With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Leverage your sales, planning, and relationship building skills to the highest level in our unique environment.

With the strong global brand of Manulife and a team specifically dedicated to keeping your calendar full you can focus 100% on your clients prosperity in delivering world class advice and solutions. You will be rewarded with an unlimited earning potential, competitive benefits package, and a supportive leadership team dedicated to your professional growth and success.

We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this. If this sounds like you and your curious to know more apply below, read on!

Key Responsibilities:
Provide Advice through effective Financial Planning:
Provide advice and financial solutions to meet the needs of Manulife clients by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of financial products. Activities include; client consultations conducting fact finding meetings, needs analysis, completing financial plans, recommending and selling financial solutions and products to meet clients needs, advising clients on group and retail investments, insurance, banking and retirement planning.
Proactively identify opportunities and conduct activities to help clients achieve their financial goals and generate sales
Hold both face-to-face and over the phone meetings and record daily activities using the current contact management system
Leverage financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations

Building Deep Relationship with clients.

Become the trusted Financial Advisor to Manulifes valued clients
Build and strengthen relationships with new and existing clients while meeting clients' short and long term financial needs, recommending a full range of solutions considering the clients' current situation, risk profile, time horizon, and other personal factors
Proactively establish, develop and maintain strong client relationships through regular contact and providing timely, value-added information, advice and recommendations that consider the latest developments in the markets, the economy, and the investment industry
Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
Meet all sales and revenue targets while growing your book of business

Manage your pipeline of leads and Achieve results

Successfully manage a sales pipeline and demonstrate a high sales closing rate
Actively follow up on a steady stream of leads provided to you by Manulife
Develop and continuously execute on an annual business development plan
Proactively identify additional opportunities to grow the business within your customer block
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers

Ongoing Training & Development

Participate in an extensive onboarding program as you transition into the role
Create and maintain a professional development plan
Engagement in on-going coaching sessions & observations with your sales manager
Participate in on-going training sessions to further develop skills


Minimum 3 to 5 years of successful experience as a Financial Advisor and/or Financial Planner
Life License - (LLQP)
MFDA or IIROC licensed or previously licensed within the last 2 years.
Certified Financial Planning designation (or in process of attaining or willing to obtain)
Knowledge of Manulife products and systems would be an asset
Experience working with Salesforce and Navi Plan would be an asset
Computer skills, and a general knowledge level of the MS Office suite of products
Successfully completed a formal sales training program
Willingness to travel as needed, will include some overnight travel
Valid drivers license and vehicle will be required for local travel

Skills required:
Basic understanding of regulatory / legal environment and issues impacting the sale of life insurance and investment products
Experience in preparing, developing and presenting financial plans to clients
Effective presentation skills and delivery to small and large groups
Ability to work independently and possesses self -management skills to complete workload in a timely fashion and manage competing priorities
Self-motivated and goal oriented to meet sales and sales targets while growing your book of business
Coachable: open to innovative approaches and takes actions to continuously improve
Demonstrated ability to develop effective and professional working relationships with clients and other Manulife partners
Proven problem resolution and conflict management skills to ensure an effective solution is reached for our customers

If you are ready to unleash your potential, its time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of June 30, 2019, we had over $1.1 trillion (US$877 billion) in assets under management and administration, and in the previous 12 months we made $29.4 billion in payments to our customers. Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, 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. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

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