Bilingual Financial Education Specialist

Manulife; Montreal (administrative region); Hybrid; CAD 53,000 - 88,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Mental health support

Short/long-term disability insurance

Life insurance & accidental death & D&

Retirement plans and employee share/ES

Job summary

Manulife is recruiting for a PlanRight Support role in Montreal, hybrid work model, to assist members with Group Retirement plans, educate on investments, and support a high-touch client experience.

The role requires 1–2 years in financial services, strong listening and customer service skills, and bilingual English/French communication to support clients outside Quebec. Training and growth opportunities are emphasized within a flexible, inclusive environment.

Qualifications

• 1–2 years of Financial Services experience, preferably in phone
• Passion for helping people one-on-one
• Advanced listening and customer service skills
• Ability to consult with all customers
• Ability to adapt to evolving business needs
• Strong analytical and problem-solving skills
• Bilingual French & English required to support clients outside Quebec

Responsibilities

• Handle inbound, outbound and email inquiries to educate members seeking guidance or advice
• Record all customer information accurately in the CRM to meet compliance and privacy needs
• Provide professional customer experience
• Position full value of advice to refer to Wealth & Retirement advisors
• Triage leads to position warm introductions to Wealth Advisor as needed
• Process service-related needs for clients
• Meet productivity and quality objectives and conduct call audits
• Meet service levels for Welcome calls
• Stay updated on changes in legislation, products and processes
• Handle advisor toll-free line

Skills

Financial services experience

Phone support

Active listening

Customer service

Bilingual French & English

Education

Post-secondary education in finance or business

Canadian Securities Course or IFIC

Tools

CRM software

Job description

Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week.

Position Responsibilities:

• Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice

• Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool

• Providing customer experience accurately and professionally

• Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors

• Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed

• Ability to process service-related needs for clients

• Meeting productivity and quality objectives established by the department as well as call audits

• Meet service level agreements on activities related to Welcome calls

• Proactively staying abreast of changes in legislation, product, and administrative processes

• Handle advisor toll free line

Required Qualifications:

• 1-2 years of Financial Services experience, preferably in phone

• Passion for helping people on a one-on-one basis

• Advanced listening and customer service skills

• Ability to consult with all customers

• Ability to adapt to the evolving needs of the business

• Strong analytical and problem-solving skills

• Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

• Post-secondary education in finance, business or related field

• Background in a financial services industry

• Canadian Securities Course or IFIC is an asset

• Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)

• Knowledge of segregated funds

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.

The role being advertised is an existing vacancy.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Referenced Salary Location

Montreal, Quebec

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [e-mail] para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [e-mail] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .