Bilingual PlanRight Support Agent

Manulife Insurance Malaysia; Montreal; Hybrid; CAD 51,000 - 86,000; Full time

Job summary

A leading international financial services provider is searching for a Bilingual PlanRight Support Agent in Montreal. In this role, you will assist members with their Group Retirement plans and transactions while providing excellent customer service. The position requires bilingual communication and offers a salary range of CAD 51,375 to CAD 85,625, complemented by a flexible and inclusive work culture.

Benefits

Health, dental, mental health, and vision benefits

Life and AD&D insurance coverage

Retirement savings plans including pension

Paid time off program including holidays and vacation

Qualifications

• 1-2 years of Financial Services experience, preferably in phone.
• Passion for helping people on a one-on-one basis.
• Strong analytical and problem-solving skills.

Responsibilities

• Provide education to members seeking guidance on their Group Retirement plans.
• Gather and accurately record customer information in CRM tool.
• Meet productivity and quality objectives established by the department.

Skills

Customer service

Problem-solving

Bilingual (French & English)

Analytical skills

Communication

Education

Post-secondary education in finance, business or related field

Job description

Bilingual PlanRight Support Agent page is loaded

Bilingual PlanRight Support Agent

Apply locations Montreal, Quebec CAN, Ontario, Toronto, 250 Bloor Street East Waterloo, Ontario CAN, Nova Scotia, Halifax, 2727 Joseph Howe Drive time type Full time posted on Posted 5 Days Ago time left to apply End Date: July 17, 2025 (8 days left to apply) job requisition id JR25061302

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.

#LI-WAM

#LI-HYBRID

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. To request a reasonable accommodation in the application process, contact [e-mail] .

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$51,375.00 CAD - $85,625.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. 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. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.

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