Business Intelligence Relationship Consultant

Manulife; Toronto; On-site; CAD 62,850 - 104,750; Full time

Job summary

Manulife Financial Corporation is a leading global financial services company helping people make decisions easier and live better. The Consultant supports data, CRM, reporting, and operational processes to enable Canadian Retail Wealth sales teams to execute effectively.

The role collaborates with sales leaders, wholesalers, and marketing to clarify needs, coordinate execution, and convert insights into actionable field actions.

Qualifications

• 2-4 years of relevant experience in Canadian retail wealth distribution, sales enablement, business intelligence, sales operations, marketing, CRM, campaign support, or related investment distribution support role.
• Exposure to the Canadian retail wealth marketplace dynamics across advisor, dealer, branch, territory, product, or national accounts.
• Comfort with CRM, reporting, or data tools such as Salesforce, SS&C SalesConnect, CRM Analytics, Power BI, Tableau, Excel; advanced development experience is not required.
• Collaborative, detail-oriented and curious; able to communicate clearly and manage competing priorities.
• Bilingual English and French is a strong asset; Québec experience may be required to support clients outside Québec.

Responsibilities

• Builds understanding of advisor, dealer, branch, product, territory, and campaign dynamics over time.
• Asks thoughtful questions to understand the commercial purpose behind requests, not just the task.
• Handles data, reporting, CRM, campaign, and territory details carefully, recognizing that small inaccuracies can affect sales execution and leadership decisions.
• Documents assumptions, follows through on requests, and escalates questions when something does not look right.
• Helps turn business questions into clear reporting, analysis, process, or CRM requirements.
• Looks for practical ways to make information easier for sales teams and leaders to understand, trust, and act on.
• Coordinates details, tracks progress, and helps keep reporting, campaign, territory, and sales enablement work moving forward.
• Balances responsiveness with good judgment, prioritizing work based on business impact and stakeholder needs.
• Builds productive working relationships across sales, marketing, business intelligence, CRM, operations, and leadership partners.
• Communicates status, risks, trade-offs, and next steps clearly.

Skills

Sales enablement

CRM

Salesforce

SS&C SalesConnect

CRM Analytics

Power BI

Tableau

Excel

Bilingual EN/FR

Communication

Tools

Salesforce

SS&C SalesConnect

CRM Analytics

Power BI

Tableau

Excel

Job description

Reporting to the Director of Business Intelligence, the Consultant will be responsible for supporting the data, CRM, reporting, and operational processes that enable Canadian Retail Wealth sales teams to execute effectively. The role will maintain and improve advisor, dealer, branch, firm, territory, product, activity, and campaign information across key platforms; support territory planning, advisor transitions, coverage realignments, sales desk assignments, campaign targeting, and reporting requests; and help ensure that business rules, data definitions, and reporting outputs are accurate, documented, and aligned to sales leadership priorities. The Consultant will work closely with sales leaders, wholesalers, internal sales, national accounts, marketing, business intelligence, CRM operations, and senior stakeholders to clarify needs, coordinate execution, and turn marketplace insight into practical field action.

Position Responsibilities

• Builds understanding of advisor, dealer, branch, product, territory, and campaign dynamics over time.
• Asks thoughtful questions to understand the commercial purpose behind requests, not just the task being assigned.
• Handles data, reporting, CRM, campaign, and territory details carefully, recognizing that small inaccuracies can affect sales execution and leadership decisions.
• Documents assumptions, follows through on requests, and escalates questions or issues when something does not look right.
• Helps turn business questions into clear reporting, analysis, process, or CRM requirements.
• Looks for practical ways to make information easier for sales teams and leaders to understand, trust, and act on.
• Coordinates details, tracks progress, and helps keep reporting, campaign, territory, and sales enablement work moving forward.
• Balances responsiveness with good judgment, prioritizing work based on business impact and stakeholder needs.
• Builds productive working relationships across sales, marketing, business intelligence, CRM, operations, and leadership partners.
• Communicates status, risks, trade-offs, and next steps in a clear and professional way.

Required Qualifications

• 2-4 years of relevant experience in Canadian retail wealth distribution, sales enablement, business intelligence, sales operations, marketing, CRM, campaign support, or a related investment distribution support role.
• Exposure to the Canadian retail wealth marketplace, including advisor, dealer, branch, territory, product, or national account dynamics. Direct experience in every area is not required.
• Comfort working with CRM, reporting, or data tools such as Salesforce, SS&C SalesConnect, CRM Analytics, Power BI, Tableau, Excel, or similar platforms; advanced development experience is not required.
• A collaborative, detail-oriented, and curious professional who can communicate clearly, manage competing priorities, and learn how data, tools, and sales processes support field execution.
• Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Québec.

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-Hybrid

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

Toronto, Ontario

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$62,850.00 CAD - $104,750.00 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) .