District Vice President (External Wholesaler)

Manulife Financial; Remote; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services firm is seeking an External Wholesaler in Canada to drive investment product sales and build relationships with Financial Advisors. The successful candidate will have over 5 years of investment sales experience and a profound knowledge of the Financial Services industry. Responsibilities include meeting sales targets, identifying new relationships, and collaborating with internal teams to enhance business growth. This position offers a flexible working environment alongside comprehensive benefits, enabling professional growth.

Benefits

Flexible working environment

Health and dental plans

Retirement savings plans

Paid time off including vacation and sick days

Qualifications

• 5+ years Investment Sales experience with detailed knowledge of Financial Services industry and capital markets.
• Participation in the sale of Investment Products through MFDA or IIROC.

Responsibilities

• Achieve daring sales targets and annual production goals.
• Identify and pursue new relationships within the Financial Advisor network.
• Work with the internal wholesaler and territory coordinator to develop new sales.

Skills

Investment Sales experience

Knowledge of Financial Services

Relationship building

Decision making

Creative thinking

Project planning

Education

Successful completion of IFIC mutual funds course or CSC preferred

Job description

Reporting to the VP Regional Sales for Western Canada, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels. Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution based method to selling. Success will be measured through the establishment of new sales in Manulife Investment products. Building new relationships as well as solidifying existing ones will also be key.

Position Responsibilities

• Achieve daring sales targets and annual production goals.
• Identify and pursue new relationships within the Financial Advisor network.
• Provide new insights to advisors to help them develop business.
• Give advisor and investor seminars.
• Work with the internal wholesaler and territory coordinator to develop new sales.
• Develop effective and professional working relationships with other Manulife field partners including representatives from Manulife Investments, Professional Services Team and key partners in all Business Divisions.
• Maintain agreed upon levels of virtual and face to face contact with the Advisors in the region and record daily activities using the current contact management system.
• Develop and share ongoing standard methodologies, sales, marketing and business development ideas and strategies with peers and Advisors.

Required Qualifications

• 5+ years Investment Sales experience with extensive and detailed knowledge of Financial Services industry and capital markets.
• Participation in the sale of Investment Products through one or more of the following: MFDA, Select Non-Bank IIROC.
• In-depth knowledge of mutual fund, ETF, and SMA platforms.
• Successful completion of IFIC mutual funds course or CSC preferred.
• Ambitious and highly organized.

Proven strength in

• Decision making
• Project and business planning
• Creative thinking
• Interpersonal/communications:
• Listening, resolving conflict and presentations skills
• Computer proficiency
• All aspects of the sales process

Territory Coverage

• Saskatchewan investment advisors

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

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

遠端工作

Salary & Benefits

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. Please contact [e-mail] for additional information. 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.