Investment Lending Consultant (Asian Markets)

Manulife•Toronto, ON

10d•CA$85,500 - CA$125,500•Hybrid

About The Position

Join Manulife Bank's Specialized Lending team as an Investment Lending Consultant. This role focuses on developing, maintaining, and expanding relationships within a specified geographic territory by strategically contacting mass market/mass affluent Financial Advisors. The primary goal is to educate advisors on investment lending products and strategies, assist them in closing sales, and help them leverage investment lending to grow their practices and client relationships. The consultant will act as a subject matter expert on Manulife Bank's specialized lending products, solutions, and strategies, particularly investment lending, to drive the sales process forward and support advisors.

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.
A strong passion for learning and development.
Fluency in English and Mandarin (written and spoken) is required.

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.

Responsibilities

Develop, maintain, and expand internal and external relationships within a specified geographic territory.
Conduct regular strategic contact with mass market/mass affluent Financial Advisors and territory partners.
Educate advisors on investment lending products/strategies and assist them in completing sales.
Conduct meetings with advisors to drive sales and understand their practices.
Educate advisors on how investment leverage can help solidify relationships and grow their business.
Contact Financial Advisors unfamiliar with Manulife Bank to integrate specialized lending solutions for their clients.
Act as a subject matter expert on all Manulife Bank specialized lending products, solutions, and strategies, with a particular emphasis on investment lending.
Assist advisors in demonstrating how to fill applications and review applications to ensure they are in good business order.
Assist with service cases and escalations from advisors, addressing concerns and resolving issues.
Conduct monthly touchpoints with RDS/PLA partners to discuss territory strategy.
Develop quarterly and yearly business plans to execute in territories.
Participate and help coordinate territory budget planning, in-person events, webinars, email campaigns, lead management, creating marketing, and presentations.
Review and analyze sales data, reports, and other sales items to ensure sales goals are met and for forecasting.
Create, analyze, and review advisor Book of Business and AUM reports.
Take part in a “Buddy System” to onboard new team members and mentor them (for Senior ILCs).
Create and innovate marketing, sales campaigns, webinars, contests, and other initiatives to drive sales.
Share best practices and collaborate with other Manulife Bank business units.
Collaborate with other Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interests in Manulife Bank investment lending solutions.
Follow and comply with all best practices and stay updated on internal training modules for sales initiatives, industry and bank compliance, industry knowledge, and internal policies and procedures.
Run business with the strictest adherence to AML/KYC/KYA guidelines.
Attend and contribute to all team meetings and events.
Manage a company credit card and budgetary items as well as expenses.
Participate in short periods of travel to events such as Regional and National Sales Conferences across Canada, and possible limited sales visits to territories.

Benefits

Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short-term disability insurance
Long-term disability insurance
Life insurance
AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension)
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