Wan Junyuan
PlanRight Senior Advisor at Manulife | Greater Calgary Metropolitan Area
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Wan Junyuan, in his role as a PlanRight Senior Advisor at Manulife, plays a pivotal role in delivering tailored retirement solutions and comprehensive financial education to large group retirement plan members, their families, and associated stakeholders. With a deep expertise in financial planning and employee benefits, Wan specializes in designing customized strategies that align with clients' long-term retirement goals while addressing their unique financial circumstances. His focus on retirement planning and insurance strategies ensures that clients are well-equipped to navigate the complexities of pension schemes and insurance products, ultimately enhancing their financial security.
In his current position within Group Retirement and Pension Plan Services, Wan leverages his extensive skills in customer service, management, and inventory management to optimize client satisfaction and operational efficiency. He actively collaborates with corporate clients to develop innovative pension solutions, ensuring compliance with industry regulations and best practices. Wan’s proficiency in external exchanges and banking further complements his ability to provide holistic financial advice, fostering trust and long-term relationships with clients.
Wan Junyuan’s commitment to educating members about retirement planning and insurance options not only empowers individuals to make informed decisions but also reinforces Manulife’s reputation as a leader in employee benefit solutions. His strategic approach and industry-specific knowledge make him a valuable asset in helping clients achieve their retirement objectives, while his dedication to customer satisfaction drives continuous improvement in service delivery.
PlanRight Senior Advisor at Manulife in January 2019 to Present
Senior Financial Advisor at Scotiabank in April 2018 to October 2018
Financial Planner at Freedom 55 Financial in November 2014 to April 2018
Investment Representative at Quadrus Investment Services Ltd. in November 2014 to April 2018
Brand Specialist at 通用汽车 in December 2012 to November 2014
Inventory Specialist Supervisor at RGIS in September 2010 to November 2012
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University of Manitoba, Bachelor of Arts, September 2026
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Financial planning
Retirement Planning
Employee benefit
Customer Satisfaction
Banking
Management
Inventory Management
Customer Service
外汇交易
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Discover more about ManulifeWhat is Wan Junyuan email address?
Email Wan Junyuan at [email protected] and [email protected]. This email is the most updated Wan Junyuan's email found in 2026.
How to contact Wan Junyuan?
To contact Wan Junyuan send an email to [email protected] or [email protected]. (updated on February 17, 2025)
What company does Wan Junyuan work for?
Wan Junyuan works for Manulife
What is Wan Junyuan's role at Manulife?
Wan Junyuan is PlanRight Senior Advisor
What is Wan Junyuan's Phone Number?
Wan Junyuan's phone (416) ***-*261
What industry does Wan Junyuan work in?
Wan Junyuan works in the Investment Management industry.
Wan Junyuan Email Addresses
Wan Junyuan Phone Numbers
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