Investment Lending Consultant

Manulife • Montreal, QC

1d • Remote

About The Position

Join Our Team as an Investment Lending Consultant and Unleash Your Full Potential Are you a dynamic, driven individual with a passion for sales and a competitive spirit? If so, we have the perfect opportunity for you! Unleash your potential and grow your career with us by joining Manulife Bank's Specialized Lending team! What we are looking for: You are a consultative and engaging ambassador for our Specialized Lending products, with a particular emphasis on Investment and RSP loans, who knows how to get things done while maintaining and fostering meaningful relationships. You add value by bringing your industry knowledge and territory management skills into the regional marketplace to help mass market advisors deploy investment and insurance lending strategies to amplify their practices.

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 communication and interpersonal skills, with the ability to build and maintain relationships.
• A strong passion for learning and development.
• Bilingualism (English and French) is required. Proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Nice To Haves

• Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
• Business planning and territory management skills
• Banking, investment, and Insurance knowledge is an asset.

Responsibilities

• Develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with mass market/mass affluent Financial Advisors and your territory partners, as articulated in your quarterly business plan.
• Educate advisors on investment lending products/strategies and assist advisors in completing sales.
• Conduct meetings with advisors to drive sales and understand their practices.
• Educate advisors on how making use of investment leverage can help them solidify relationships and grow their business.
• Call Financial Advisors unfamiliar with Manulife Bank with the intention of integrating specialized lending solutions for their clients.
• Act as the subject matter expert on all Manulife Bank specialized lending products, solutions, and strategies, with particular emphasis on investment lending.
• Move the sales process forward, educate advisors and their support staff on Manulife Bank tools, processes, and technologies available to assist them in growing their investment business.
• Achieve all sales and activity goals set out in their yearly plans.
• Assist in demonstrating to advisors how to fill applications as well as reviewing applications to ensure they are in good business order.
• Assist with service cases and escalations from advisors and help to address their concerns and resolve issues.
• Conduct monthly touch points with RDS/PLA partners to discuss territory strategy.
• Develop a quarterly and yearly business plan to execute in their territories.
• Participate and help coordinate territory budget planning, in-person events, webinars, email campaigns, lead management, creating marketing, presentations, and ways to grow investment lending.
• Review and analyze sales data, reports, and other sales items to ensure sales goals are met.
• Create, analyze, and review advisor Book of Business and AUM reports, both internally and in collaboration with the advisors.
• Take part in a “Buddy System” to onboard new team members and mentor them to ensure success.
• Create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.
• Share best practices and collaborate with other Manulife Bank business units across the organization while delivering on organizational efficiencies by highlighting opportunities for improvement in existing products and services.
• 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 while staying updated on internal training modules for sales initiatives, industry and bank compliance, industry knowledge, and internal policies and procedures.
• Run their business with the strictest adherence to AML/KYC/KYA guidelines.
• Attend and contribute to all team meetings and events, including short periods of travel to events such as our Regional and National Sales Conferences that are held across Canada yearly, as well as possible limited sales visits to your territories.
• Manage a company credit card and budgetary items as well as expenses.

Benefits

• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree