Bilingual Investment Lending Consultant

Manulife • Waterloo, ON

10d • CA$85,500 - CA$125,500 • Remote

About The Position

Join Manulife Bank's Specialized Lending team as an Investment Lending Consultant. This role is for a dynamic, driven individual with a passion for sales and a competitive spirit. You will be a consultative and engaging ambassador for Specialized Lending products, with a focus on Investment and RSP loans. Your role will involve fostering meaningful relationships and leveraging industry knowledge and territory management skills to help mass market advisors deploy investment and insurance lending strategies.

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 internal and external relationships within a specified geographic territory through 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 using Salesforce, cold calling, and AI-powered technologies.
• Serve as the subject matter expert on all Manulife Bank specialized lending products, solutions, and strategies, with a particular emphasis on investment lending.
• Move the sales process forward, educate advisors and their support staff on Manulife Bank tools, processes, and technologies.
• Achieve all sales and activity goals set out in yearly plans.
• 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 touch points with RDS/PLA partners to discuss territory strategy.
• Develop a quarterly and yearly business plan 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 business plans.
• Create, analyze, and review advisor Book of Business and AUM reports, both internally and in collaboration with advisors.
• Take part in a “Buddy System” to onboard new team members and mentor them.
• 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, including short periods of travel to events such as Regional and National Sales Conferences.
• Manage a company credit card and budgetary items as well as expenses.

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

What This Job Offers

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