Mortgage Specialist, Manulife Bank

Manulife John Hancock; Canada; On-site; CAD 60,000 - 90,000; Full time

Job summary

Manulife Bank is seeking a motivated professional to directly sell lending solutions, including Manulife One and related products, to clients without an existing advisor relationship. You will manage documents, nurture a strong sales pipeline, and leverage referrals to grow a consumer client portfolio.

Role requires 2+ years in banking/mortgage brokerage, strong underwriting skills, and fluency in English and French to support clients across jurisdictions outside Quebec.

Qualifications

• College or university degree in a related field is required.
• Minimum 2 years of experience in banking and mortgage brokerage.
• Strong understanding of mortgage underwriting.
• Experience conducting virtual meetings and presentations.
• Fully bilingual in English and French to support clients from various jurisdictions outside Quebec.

Responsibilities

• Selling Manulife lending solutions directly to clients with no pre-existing advisor relationship via multiple channels.
• Ensure receipt and packaging of mortgage documents for timely processing.
• Manage a sales pipeline and maintain a high closing rate.
• Follow up on leads from the lead management team.
• Build a client portfolio through referrals for direct lending sales to individuals without advisor connections.
• Identify and execute client direct sales strategies including webinars and events.
• Update CRM (Salesforce) with client interactions to manage the sales pipeline.
• Provide feedback to help improve products and services and identify new opportunities.

Skills

Mortgage underwriting

Sales

Bilingual French/English

Virtual meetings

Education

College or University degree in a related field

Tools

Salesforce

Job description

As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don't just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We're looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes.

Position Responsibilities:

• Selling of Manulife One, Manulife Bank Select and associated lending solutions such as credit cards and creditor insurance directly to clients with no pre-existing advisor relationship that come in through our various websites, Manulife employees or our Consumer Solutions team.
• Ensure seamless receipt and packaging of all required mortgage documents from clients to ensure timely, efficient, accurate flow of business to the appropriate servicing unit for a lending decision.
• Successfully manage a sales pipeline and demonstrate a high closing rate.
• Actively follow-up on a steady flow of leads provided to you from the lead management team.
• Build a portfolio of consumer clients by receiving referrals to enable the direct selling of lending solutions to individuals without an existing advisor connection.
• Identify and execute client direct sales strategies including educational webinars, trade shows, etc.
• Updating our CRM (salesforce.com) with all client interactions and to help manage your sales pipeline.
• Act as a conduit for feedback from clients by identifying ideas for improving existing products and services and new product opportunities.

Required Qualifications:

• College or University degree in a related field
• Minimum 2 years' experience in the banking and mortgage brokerage industry
• Strong understanding of mortgage underwriting
• Experience conducting virtual meetings and presentations
• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

• Strong sales and negotiation skills backed by active listening, persuasive communication, and a repeatable sales process.
• Relationship builder with the ability to foster trust with clients and internal teams, while offering underwriting expertise.
• Highly organized and results-driven, with excellent time management, prioritization, and problem-solving abilities.
• Adaptable and proactive, thriving in fast-paced environments, embracing change, and taking initiative.
• Growth-oriented mindset, coachable, receptive to feedback, and motivated by performance-based compensation.

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.

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 pro