Salesforce Support & Enablement Consultant
About The Position
Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife's most closely aligned independent advisors from across Canada. Manulife Wealth is seeking a Salesforce Support & Enablement Consultant to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. In this role, you will partner directly with Manulife Wealth advisors and provide remote support to guide them through the adoption of our enterprise platform, ensuring seamless implementation and optimal utilization. You will also act as a conduit to our Continuous Delivery Organization, communicating advisor needs, challenges, and feedback to align platform capabilities with the unique needs of financial advisors and wealth management operations. Ideal candidates will have strong Salesforce expertise, excellent communication skills, and a collaborative mindset.
Requirements
- 5+ years of hands-on experience with Salesforce platform
- FSC experience (1+ year)
- client-facing support/enablement
- wealth workflow knowledge.
- Excellent communication, analytical, and problem-solving skills.
Nice To Haves
- Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect).
- Bilingualism (English-French) is an asset.
Responsibilities
- Provide expert guidance and day-to-day virtual support to advisors using Salesforce Financial Services Cloud (how-to support, best practices, workflow coaching, and troubleshooting)
- Design, deliver, and continuously improve enablement (quick reference guides, walkthroughs, knowledge articles, and live virtual training sessions) to accelerate advisor proficiency
- Act as the liaison between advisor practices and the Continuous Delivery Organization. Translate business needs into clear requirements/user stories.
- Identify common questions, adoption barriers, and recurring issues; track themes and recommend processes, training, or platform improvements
- Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align priorities, communications, and readiness for releases
Benefits
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
- generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the 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
No Education Listed
