Account Executive – Canada Retirement

Manulife Insurance Malaysia; Halifax; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

Manulife is seeking an Account Executive – Canada Retirement to drive growth in the Group Retirement business across Canadian markets. You will build advisor and sponsor relationships, promote retirement solutions, and deliver consultative support aligned with sponsor needs.

You will manage a disciplined sales pipeline, lead new business development activities including RFP responses and finalist presentations, and collaborate with internal teams to ensure a seamless experience from prospecting

Qualifications

• 5+ years of financial services sales or business development.
• Experience in group retirement, workplace savings, pensions, investments, wealth mgmt.
• Willingness to travel within Canada and manage complex sales cycles.

Responsibilities

• New business development: develop territory strategy to achieve sales and growth objectives.
• Build and maintain a strong pipeline of retirement plan opportunities.
• Prospect and cultivate relationships with advisors, consultants, and plan sponsors.
• Conduct discovery meetings to understand client needs and objectives.
• Lead opportunities from engagement to implementation handoff.
• Coordinate and respond to RFPs and finalist presentations.
• Maintain accurate forecasts, pipeline reports, and opportunity tracking.
• Collaborate with Pricing, Product, Investments, Marketing, Client Service, and Compliance.

Skills

Relationship management

Consultative selling

Forecasting

CRM Salesforce

Travel readiness

Education

University degree in Business, Finance, Economics, or related field

Tools

Salesforce

MS Excel

Job description

The Account Executive – Canada Retirement is an external sales role responsible for driving growth in Manulife’s Group Retirement business across assigned Canadian markets. This role focuses on building strong advisor and plan sponsor relationships, promoting the value of Manulife’s retirement solutions, and delivering consultative support that aligns with sponsor and advisor needs. This role is responsible for developing and managing a disciplined sales pipeline, leading new business development activities (including RFP responses and finalist presentations), and collaborating closely with internal partners to deliver a seamless experience from prospecting through onboarding and ongoing relationship management. Success in this role requires strong business acumen in the retirement industry, a consultative sales approach, and the ability to translate complex retirement concepts into clear business value. The role is designed for a sales professional who demonstrates ownership of territory outcomes, leverages data and market intelligence, and consistently reinforces Manulife’s value proposition through ethical, customer-focused selling.

Position Responsibilities:

• New Business Development Develop and execute a territory strategy to achieve sales and growth objectives.
• Build and maintain a strong pipeline of prospective retirement plan opportunities.
• Prospect and cultivate relationships with advisors, consultants, and plan sponsors.
• Conduct discovery meetings to understand client needs, plan objectives, and workplace savings goals.
• Lead new business opportunities from initial engagement through implementation handoff.
• Develop competitive sales strategies and position Manulife's value proposition effectively.
• Coordinate and respond to RFPs, RFIs, and proposal requests.
• Deliver finalist presentations and support plan sponsor decision-making processes.
• Maintain accurate sales forecasts, pipeline reporting, and opportunity tracking.
• Client & Partner Engagement Build trusted relationships with advisors, consultants, trustees, and plan sponsor decision-makers. Act as a strategic resource by sharing industry insights, market trends, and retirement expertise. Represent Manulife at industry events, client meetings, and business development activities. Collaborate with external distribution partners to uncover and advance opportunities.
• Cross-Functional Collaboration Partner with Pricing, Product, Investments, Marketing, Client Service, Implementation, Operations, Legal, and Compliance teams to develop client solutions and support successful sales outcomes. Share market intelligence and client feedback to help shape product, service, and business strategies. Ensure a seamless transition of new business to implementation and service partners.

Required Qualifications:

• University degree in Business, Finance, Economics, Commerce, Marketing, or a related field.
• 5+ years of experience in financial services sales, business development, relationship management, or consulting.
• Experience in group retirement, workplace savings, pensions, investments, wealth management, or employee benefits.
• Demonstrated success developing new business, managing complex sales opportunities, and delivering presentations to diverse stakeholders.
• Strong knowledge of retirement and savings solutions, including Defined Contribution plans, Group RRSPs, DPSPs, and TFSAs, as well as the Canadian pension and regulatory environment.
• Proven consultative selling, relationship management, negotiation, and influencing skills.
• Strong business acumen with the ability to identify opportunities, develop sales strategies, and navigate competitive situations.
• Experience managing sales pipelines, forecasting, and CRM tools such as Salesforce.
• Excellent communication, organizational, and cross-functional collaboration skills.
• Customer-focused with a commitment to ethical selling, inclusion, and continuous learning.
• Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets.
• Willingness and ability to travel within Canada.

Preferred Qualifications:

• Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets.

When you join our team:

We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies.

Working Arrangement Hybrid Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

• Manulife offers eligible employees a wide array of customizable benefits, including 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.
• Our 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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

Recent awards

• 2024 Gallup Exceptional Workplace Award Winner
• Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023
• We’ve been recognized as one of Canada’s Top 100 Employers (2024)
• Manulife included in Bloomberg’s 2023 Gender-Equality Index

Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.