Mortgage Specialist, Manulife Bank

Manulife; Edmonton; On-site; CAD 60,000 - 90,000; Full time

Job summary

A financial services provider in Canada is seeking a Mortgage Specialist to develop personalized mortgage solutions for clients. The role involves strong relationship-building, effective communication, and proficiency with Sales Force to manage a dynamic pipeline. Candidates should have experience in mortgage lending and possess strong business development skills. This role allows for remote work, offering competitive salary and extensive benefits.

Benefits

Health and dental benefits

Retirement savings plans

Generous paid time off

Qualifications

• Proven experience in mortgage lending, financial services, or advisory roles.
• Strong understanding of mortgage products, underwriting, and lending practices.
• Excellent communication, relationship-building, and organizational skills.

Responsibilities

• Build and maintain strong connections with financial advisors and clients.
• Conduct meetings and consultations to understand client needs.
• Achieve monthly and annual targets for mortgage volume and units.

Skills

Business development

Relationship building

Communication

Organizational skills

Education

Experience in mortgage lending

Tools

Sales Force

Job description

Overview

As a Mortgage Specialist at Manulife Bank, you are a trusted advisor and frontline ambassador responsible for delivering personalized mortgage solutions to clients. You will cultivate strong connections with financial advisors, clients, and colleagues to drive mortgage growth, improve client engagement, and strengthen the overall success of the region.

This role requires a proactive, client-focused professional with strong business development skills, deep product knowledge, and the ability to manage a dynamic pipeline using Sales Force.

Position Responsibilities

• Client & Advisor Engagement
• Build and maintain strong connections with financial advisors and their clients to identify mortgage opportunities.
• Conduct face-to-face meetings, virtual consultations, and follow-ups to understand client needs and recommend appropriate mortgage solutions.
• Promote Manulife Bank’s full suite of mortgage products, including purchases, refinances, switches, and specialty needs.

• Sales Force CRM Management
• Input all client and advisor activities into Sales Force in a timely and accurate manner.
• Track and manage your business pipeline, including application status, funding timelines, and follow-up tasks.
• Monitor activity metrics (F2F meetings, total interactions) to ensure alignment with performance goals.
• Use segmentation tools to prioritize advisor outreach and territory planning by collaborating with BDM and IBDM in territory.
• Ensure compliance with data entry standards to support reporting, visibility, and strategic decision-making.

• Business Development & Planning
• Achieve monthly and annual targets for mortgage volume and units.
• Identify and pursue new business opportunities within your territory.
• Collaborate with BDMs and other internal partners to drive joint initiatives and deepen advisor relationships.
• Participate in territory planning, segmentation reviews, and strategic discussions to optimize performance.

• Compliance & Service Excellence
• Maintain a high standard of compliance with regulatory and internal policies.
• Provide exceptional service and support throughout the mortgage process, ensuring a seamless client experience.
• Address advisor and client feedback proactively, raising service issues when needed.

• Events & Representation
• Attend and support regional and national events, including advisor training sessions, roadshows, and industry conferences when appropriate.
• Represent Manulife Bank with professionalism and enthusiasm, promoting our brand and values.

Required Qualifications

• Proven experience in mortgage lending, financial services, or advisory roles.
• Strong understanding of mortgage products, underwriting, and lending practices.
• Proficiency in Sales Force, and overall comfort in digital programs or similar platforms.
• Excellent communication, relationship-building, and organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Contribute to team initiatives and support a One Team culture.

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 the Manulife story page: 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

Remote

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.