Retention Consultant

Socket.dev; Quebec; On-site; CAD 56,000 - 94,000; Full time

Job summary

Manulife Financial Corporation, a leading international financial services provider, is hiring a Retention Consultant within the Protection Solutions team in Halifax. The role focuses on strengthening client retention, improving advisor effectiveness, and supporting growth by ensuring clients see value and trust in our protection solutions.

Reporting to the Retention Manager, the consultant partners across functions, leads reviews, manages reporting, supports onboarding and training, and drives

Qualifications

• 3–5 years of experience in business analysis, process improvement, project support, or requirements development supporting small to medium-sized initiatives.
• University degree in Business, Finance, or a related field.
• 1–3+ years of relevant business experience, preferably within insurance, financial services, or contact centre operations.
• LLQP designation considered an asset.
• Strong analytical and problem-solving skills, with the ability to synthesize large volumes of information and translate insights into action.
• Excellent written, verbal, and presentation communication skills.
• Proven ability to influence stakeholders and collaborate across multiple teams.
• Strong organizational skills with the ability to manage multiple priorities effectively.

Responsibilities

• Partner with the Retention Manager and leadership team to support change management, communications, issue resolution, and decision-making.
• Collaborate with Retention Strategy, Product, Platform, Marketing, and other business partners to introduce new products, tools, training, and initiatives.
• Lead retention reviews and discovery activities to identify performance gaps, best practices, and opportunities to improve client outcomes.
• Support alignment of Affinity Distribution strategies to deliver a differentiated and consistent client experience.
• Monitor compliance audit results and provide coaching, feedback, and support to advisors and leaders.
• Maintain and enhance Salesforce knowledge resources, ensuring information is accurate, accessible, and up to date.
• Create, manage, and optimize reporting and dashboards to improve visibility into retention performance and business results.
• Support the achievement of retention-related business objectives and key performance indicators.
• Analyze business performance, identify opportunities, and recommend actionable solutions.
• Provide leadership with insights and recommendations related to workforce planning, resource deployment, and operational effectiveness.
• Promote best practices and process consistency across channels, regions, and teams.
• Serve as the Retention Compliance Champion, supporting governance requirements and continuous improvement initiatives.
• Support onboarding, training, and advisor development initiatives to improve retention capabilities and performance.
• Drive process improvement initiatives using data, technology, and emerging tools, including AI-enabled solutions where appropriate.
• Maintain process documentation and ensure operational procedures remain current and aligned with business needs.

Skills

Analytical skills

Problem solving

Communication skills

Stakeholder influence

Organizational skills

Bilingual English/French (asset)

Education

University degree in Business, Finance, or related field

LLQP designation considered an asset

Tools

Salesforce reporting

Salesforce dashboards

Knowledge management tools

Job description

As a member of the Protection Solutions (PS) team, the Retention Consultant plays a critical role in strengthening and advancing the organization's retention strategy. This position is responsible for maximizing client retention efforts, enhancing advisor effectiveness, and supporting business growth by ensuring clients continue to see value in and trust our protection solutions.

Reporting to the Retention Manager, the Retention Consultant acts as both a strategic partner and operational expert, providing support, insights, and coaching to the Retention team and broader PS organization. Through collaboration, performance analysis, change leadership, and continuous improvement, the role contributes directly to client loyalty, advisor success, and achievement of business objectives.

The Retention Consultant develops and implements retention initiatives, identifies opportunities to improve client and advisor experiences, and works across multiple business areas to support product launches, process enhancements, training initiatives, and operational excellence.

Position Responsibilities:

• Partner with the Retention Manager and leadership team to support change management, communications, issue resolution, and decision-making.
• Collaborate with Retention Strategy, Product, Platform, Marketing, and other business partners to introduce new products, tools, training, and initiatives.
• Lead retention reviews and discovery activities to identify performance gaps, best practices, and opportunities to improve client outcomes.
• Support alignment of Affinity Distribution strategies to deliver a differentiated and consistent client experience.
• Monitor compliance audit results and provide coaching, feedback, and support to advisors and leaders.
• Maintain and enhance Salesforce knowledge resources, ensuring information is accurate, accessible, and up to date.
• Create, manage, and optimize reporting and dashboards to improve visibility into retention performance and business results.
• Support the achievement of retention-related business objectives and key performance indicators.
• Analyze business performance, identify opportunities, and recommend actionable solutions.
• Provide leadership with insights and recommendations related to workforce planning, resource deployment, and operational effectiveness.
• Promote best practices and process consistency across channels, regions, and teams.
• Serve as the Retention Compliance Champion, supporting governance requirements and continuous improvement initiatives.
• Support onboarding, training, and advisor development initiatives to improve retention capabilities and performance.
• Drive process improvement initiatives using data, technology, and emerging tools, including AI-enabled solutions where appropriate.
• Maintain process documentation and ensure operational procedures remain current and aligned with business needs.

Required Qualifications:

• 3–5 years of experience in business analysis, process improvement, project support, or requirements development supporting small to medium-sized initiatives.
• University degree in Business, Finance, or a related field.
• 1–3+ years of relevant business experience, preferably within insurance, financial services, or contact centre operations.
• LLQP designation considered an asset.
• Strong analytical and problem-solving skills, with the ability to synthesize large volumes of information and translate insights into action.
• Excellent written, verbal, and presentation communication skills.
• Proven ability to influence stakeholders and collaborate across multiple teams.
• Strong organizational skills with the ability to manage multiple priorities effectively.

Preferred Qualifications:

• Experience working within Agile environments, including writing user stories and defining solution acceptance criteria.
• Insurance industry experience.
• Demonstrated commitment to delivering an exceptional customer experience.
• High level of professionalism, accountability, and initiative.
• Continuous learning mindset with the flexibility to support multiple functions and business priorities.
• Experience with Salesforce reporting, dashboards, and knowledge management tools.
• Experience supporting operational change, training, coaching, or performance improvement initiatives.
• Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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 process, contact [e-mail].

Referenced Salary Location

Halifax, Nova Scotia

Working Arrangement

Hybrid

Salary range is expected to be between

$56,175.00 CAD - $93,625.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and 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 salary 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 the personal information collection statement.