Bilingual Investment Lending Consultant

🕒 June 24

🇨🇦 Canada – Remote

💵 $85.5k - $125.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 37%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Develop, maintain, and expand internal and external relationships within a specified geographic territory • Make strategic outbound calls to Financial Advisors approximately 40 times per day • Educate advisors on investment lending products and strategies • Assist advisors in completing sales and conduct meetings to drive sales and understand their practices • Integrate specialized lending solutions for clients of advisors unfamiliar with Manulife Bank • Use Salesforce, cold calling, and AI-powered technologies for outreach • Act as subject matter expert on Manulife Bank specialized lending products, solutions, and strategies • Educate advisors and support staff on Manulife Bank tools, processes, and technologies • Achieve yearly sales and activity goals • Demonstrate application completion and review applications for business order • Assist with service cases and escalations and resolve advisor concerns • Meet monthly with RDS/PLA partners to discuss territory strategy • Develop and execute quarterly and yearly territory business plans • Participate in territory budget planning, in-person events, webinars, email campaigns, lead management, marketing, and presentations • Review and analyze sales data, reports, Book of Business, and AUM reports • Participate in the Buddy System to onboard and mentor new team members as a Senior ILC • Create marketing, sales campaigns, webinars, contests, and other initiatives • Share best practices and collaborate with Manulife Bank business units and Manulife representatives • Identify opportunities to improve existing products and services • Follow sales, industry, bank compliance, training, and internal policy best practices • Attend team meetings and events, including limited travel to regional and national sales conferences and territory visits • Manage company credit card, budgets, and expenses

🎯 Requirements

• Post-secondary education or equivalent work experience in banking/insurance • Minimum of 2 years previous experience with growing a client base • Proven track record as a sales professional or high potential to become one • Ability to analyze sales data and reports • Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset • Business planning and territory management skills • Strong communication and interpersonal skills, with the ability to build and maintain relationships • Banking, investment, and insurance knowledge is an asset • Passion for learning and development • Bilingualism in English and French is required • Proficiency in English and French to support clients from various provinces outside of Quebec • Strict adherence to AML/KYC/KYA guidelines and internal policies and procedures

🏖️ Benefits

• Flexible environment supporting well-being and inclusion • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays, vacation, personal, and sick days • Statutory leaves of absence • Reasonable accommodation during the application process