Investment Lending Consultant (Asian Markets)

Manulife; Toronto; On-site; CAD 86,000 - 126,000; Full time

Benefits offered by this job

Hybrid work arrangement

Sales incentives

Benefits package

Job summary

Manulife Bank seeks an Investment Lending Consultant to expand relationships with Financial Advisors across Canada, focusing on investment lending strategies and advisor enablement.

The role emphasizes educating advisors on leveraging investment lending, driving sales, and collaborating with Manulife Bank and affiliated units. A hybrid work model in Toronto is offered with sales incentives and a full benefits package.

Qualifications

• Post-secondary education or equivalent in banking/insurance.
• Minimum 2 years of client-base growth and sales success.
• Ability to analyze sales data and reports.
• Knowledge of Salesforce, Power BI, MS Office is an asset.
• English, Mandarin & Cantonese proficiency is required.

Responsibilities

• Develop, maintain and expand relationships with Financial Advisors in Canada.
• Educate advisors on investment lending products and strategies to drive sales.
• Conduct meetings with advisors to integrate specialized lending solutions.
• Lead territory planning, budget coordination, events and campaigns.
• Review sales data, forecasts and advisor Book of Business for performance.

Skills

Sales experience

Territory management

Sales data analysis

Microsoft Office

Salesforce

Power BI

Communication skills

Invest ment knowledge

English fluency

Education

Post-secondary education or equivalent

Tools

Salesforce

Power BI

Microsoft Office

Adobe platforms

Job description

Join Our Team as an Investment Lending Consultant and Unleash Your Full Potential

Are you a dynamic, driven individual with a passion for sales and a competitive spirit? If so, we have the perfect opportunity for you! Unleash your potential and grow your career with us by joining Manulife Bank's Specialized Lending team!

What we are looking for:

You are a consultative and engaging ambassador for our Specialized Lending products, with a particular emphasis on Investment and RSP loans, who knows how to get things done while maintaining and fostering meaningful relationships. You add value by bringing your industry knowledge and territory management skills into the regional marketplace to help mass market advisors deploy investment and insurance lending strategies to amplify their practices.

Position Responsibilities:

The focus of an Investment Lending Consultant (ILC) is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with mass market/mass affluent Financial Advisors and your territory partners, as articulated in your quarterly business plan.

Activity and Sales

• ILCs are dialing out to Financial Advisors 40 times per day, with the intention of educating advisors on our investment lending products/strategies and assisting advisors complete sales.
• You will also be conducting your own meetings with advisors to drive sales and understand their practices. During these calls, the ILC will be expected to educate the advisor on how making use of investment leverage can help the advisor solidify relationships and grow their business.
• The ILC will call Financial Advisors unfamiliar with Manulife Bank with the intention of integrating specialized lending solutions for their clients. These contacts are made through strategic use of Salesforce, cold calling, and AI-powered technologies.
• ILCs are the subject matter experts on all Manulife Bank specialized lending products, solutions, and strategies, with particular emphasis on investment lending. We use this knowledge to move the sales process forward, educate advisors and their support staff on Manulife Bank tools, processes, and technologies available to assist them in growing their investment business.
• The ILC is responsible for achieving all sales and activity goals set out in their yearly plans.

Business Development / Strategic Growth

• Successful ILCs work with their advisor partners in many ways: They assist in demonstrating to the advisors how to fill applications as well as reviewing applications to ensure they are in good business order.
• ILCs assist with service cases and escalations from advisors and help to address their concerns and resolve issues.
• Monthly touch points with your RDS/PLA partners to discuss territory strategy.
• The ILCs are also required to develop a quarterly and yearly business plan to execute in their territories.
• ILCs will participate and help coordinate territory budget planning, in-person events, webinars, email campaign, lead management, creating marketing, presentations, and ways to grow investment lending.
• The ILC will be required to review and analyze sales data, reports, and other sales items to ensure sales goals are met. This is also used in forecasting for business plans.
• ILCs are also required to create, analyze, and review advisor Book of Business and AUM reports, both internally and in collaboration with the advisors.

Leadership and Collaboration

• Senior ILCs will be expected to take part in a "Buddy System" to onboard new team members and mentor them to ensure success.
• ILCs create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.
• ILCs share best practices and collaborate with other Manulife Bank business units across the organization while delivering on organizational efficiencies by highlighting opportunities for improvement in existing products and services.
• ILCs collaborate with other Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interests in Manulife Bank investment lending solutions.

Ensuring Compliance & Best Practices

• ILCs follow and comply with all best practices while staying updated on internal training modules for sales initiatives, industry and bank compliance, industry knowledge, and internal policies and procedures.
• ILCs must run their business with the strictest adherence to AML/KYC/KYA guidelines.
• ILCs are to attend and contribute to all team meetings and events, including short periods of travel to events such as our Regional and National Sales Conferences that are held across Canada yearly, as well as possible limited sales visits to your territories.
• ILCs manage a company credit card and budgetary items as well as expenses.

Required Qualifications:

• Post-secondary education or equivalent work experience in banking/insurance
• Minimum of 2 years previous experience with growing a client base - Proven track record as a sales professional or high potential to become one.
• Ability to analyze sales data and reports.
• Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
• Business planning and territory management skills
• Strong communication and interpersonal skills, with the ability to build and maintain relationships.
• Banking, investment, and Insurance knowledge is an asset.
• A strong passion for learning and development.
• Fluency in English, Mandarin & Cantonese (written and spoken) is required.

Whenyoujoinourteam:

• We’llempoweryoutolearnandgrowthecareeryouwant
• We’llrecognizeandsupportyouinaflexibleenvironmentwherewell-beingandinclusionare more than just words
• Aspartofourglobalteam,we’llsupportyouinshapingthefutureyouwanttosee.

The role being advertised is an existing vacancy.

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

Toronto, Ontario

Working Arrangement

Hybrid

The compensation for this role includes salary and sales incentives and is expected to be between $85,500.00 CAD - $125,500.00 CAD

Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the compensation range for your location.

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.

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.