Inside Business Development Manager - Advisor
About The Position
As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes. The focus of an IBDM is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Financial Advisors and your territory partners, as articulated in your quarterly business plan.
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.
- Business planning and territory management skills
- Strong communication and interpersonal skills, with the ability to build and maintain relationships.
Nice To Haves
- Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
- Banking, investment, and Insurance knowledge is an asset.
- A strong passion for learning and development.
- Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
Responsibilities
- Make 40 daily calls to Financial Advisors to promote Manulife Bank products and schedule meetings.
- Conduct meetings to drive sales, explain Manulife’s benefits, and build relationships.
- Use Salesforce and AI for outreach and product integration.
- Assist with applications, service issues, and advisor concerns.
- Coordinate with BDM partners on strategy and develop business plans.
- Follow up on meetings and engage in marketing and budget planning.
- Mentor new members and create sales initiatives.
- Liaise with various teams to enhance relationships and sales.
- Share best practices across Manulife divisions.
- Ensure adherence to training and compliance standards.
- Attend meetings and manage expenses responsibly.
Benefits
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
