External Retail Wholesaler

Manulife; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm located in Toronto is seeking an experienced External Wholesaler to promote investment products while establishing and solidifying relationships with Financial Advisors. The candidate should have a minimum of 5 years of Investment Sales experience and a robust understanding of mutual funds and capital markets. Achieving sales targets, providing valuable insights to advisors, and maintaining strong communication will be key to success in this hybrid position.

Benefits

Health, dental, mental health, and vision benefits

Retirement savings plans

Generous paid time off program

Qualifications

• 5+ years Investment Sales experience with detailed knowledge of Financial Services industry.
• Participation in sale of Investment Products via MFDA and IIROC.
• In-depth knowledge of mutual funds, ETFs, and SMA platforms.

Responsibilities

• Achieve aggressive sales targets and annual production goals.
• Identify and pursue new relationships within the Financial Advisor network.
• Provide insights to help advisors develop their business.

Skills

Decision making

Project and business planning

Creative thinking

Communication skills

Computer proficiency

Education

Successful completion of IFIC mutual funds course or CSC

Job description

Reporting to the VP Regional Sales for Ontario, 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 aggressive 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.
• 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 and IIROC.
• In-depth knowledge of mutual fund, ETF, and SMA platforms.
• Successful completion of IFIC mutual funds course or CSC.
• Ambitious and highly organized.

Proven Strengths

• 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

Kitchener/Waterloo and Surrounding Areas

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

Working Arrangement

Hybrid

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.