Mortgage specialist, manulife bank

Société Financière Manuvie; Vancouver; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Mortgage Specialist to provide personalized mortgage solutions. You will engage with financial advisors and clients, drive mortgage growth, and manage a dynamic pipeline. The ideal candidate will have experience in mortgage lending and proficiency in Sales Force. This role promotes a flexible work environment and offers comprehensive benefits.

Benefits

Customizable benefits package

Generous paid time off

Retirement savings plans

Qualifications

• Proven experience in mortgage lending or advisory roles.
• Strong understanding of mortgage products and practices.
• Proficiency in Sales Force and digital programs.

Responsibilities

• Build and maintain relationships with financial advisors.
• Conduct consultations to understand client needs.
• Achieve monthly and annual mortgage targets.

Skills

Mortgage lending experience

Business development skills

Strong communication

Relationship-building skills

Independent and collaborative work

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.

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.

What We Offer

• 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 & John Hancock

Manulife Financial is a global leader in financial services that helps people make decisions easier and live better. For more information, visit www.manuvie.com.

Manulife is an equal opportunity employer.

We value diversity and strive to attract, develop, and retain a workforce as diverse as our clients, fostering an inclusive work environment that leverages the talents of all employees. We are committed to fair recruitment, retention, promotion, and compensation, and conduct all practices and programs without discrimination based on race, ancestry, place of origin, color, ethnic origin, citizenship, religion or beliefs, gender (including pregnancy and related conditions), sexual orientation, genetic information, veteran status, gender identity or expression, age, marital status, family status, disability, or any other characteristic protected by applicable law.

If you require accommodations during the recruitment process, a Human Resources representative will work with you. All information provided during the accommodation request process will be stored and used in accordance with Manulife policies and applicable laws. To request a reasonable accommodation, email [e-mail].

Working Arrangements

Remote

Salaries & Benefits

Salary varies based on local market conditions, geography, and role-related factors such as knowledge, skills, qualifications, experience, and education. Employees may participate in incentive programs tied to company and individual performance. For more information, contact [e-mail].

Manulife offers eligible employees a broad range of customizable benefits, including medical, dental, mental health, vision, short- and long-term disability, life and AD&D, adoption assistance, maternity-related benefits, and non-urgent medical services, plus employee assistance programs and family support. Retirement savings plans (including annuities and an international employee stock ownership plan with employer contributions) and educational resources are also available. Our generous paid time off program includes holidays, vacation, personal leave, and sick leave, with statutory leave where applicable. For US-specific leave details, email [e-mail].