Director/Senior Director, Wealth Planning

We are seeking a skilled and knowledgeable senior wealth planning specialist to join our team. The ideal candidate will possess a foundational understanding of wills, trusts, and tax laws and be able to integrate these elements effectively into comprehensive financial planning strategies. The Director/Senior Director, Wealth Planning will work closely with financial representatives to help clients achieve their financial and personal goals through estate and wealth planning. This role requires strong communication skills, attention to detail, and a commitment to providing exceptional client service.
 

Position Responsibilities:

• Collaborate with financial representatives to design and develop customized wealth plans for clients.
• Provide basic tax guidance related to estate planning, including estate tax, gift tax, and income tax considerations.
• Integrate estate planning components with overall financial planning strategies to optimize client wealth management.
• Educate clients and financial representatives on the benefits and implications of various estate and wealth planning strategies.
• Attend client meetings jointly with financial representatives to discuss and implement wealth planning strategies when needed.
• Coordinate with trustees, accountants, financial advisors, and other professionals to ensure holistic and seamless wealth planning services.
• Stay informed on changes in estate planning laws and financial regulations that may impact clients.
• Provide ongoing support and advice to financial representative and clients as their wealth planning needs evolve.

Required Qualifications:

• Bachelor’s degree in finance, law, accounting, or a related field preferred.
• Basic knowledge of wills, trusts, and tax laws, with an ability to integrate these into financial planning and/or understanding of accounting principles, with a particular ability to interpret financial statements for effective wealth planning.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• High level of accuracy and attention to detail.
• Ability to manage multiple clients and tasks simultaneously.
• Strong ethical standards and a commitment to client confidentiality.

Preferred Experience:

• Previous experience in wealth planning, financial planning, or a related field.
• Familiarity with estate administration processes and procedures.
• Experience working with high-net-worth clients is a plus.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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].

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