Investment Lending Consultant

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. Key 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. 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. Bilingualism (English and French) is an 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’llempoweryoutolearnandgrowthecareeryouwant We’llrecognizeandsupportyouinaflexibleenvironmentwherewell-beingandinclusionare more than just words Aspartofourglobalteam,we’llsupportyouinshapingthefutureyouwanttosee. #LI-Remote マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。 マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 hr@manulife.com までご連絡をお願いします。 Working Arrangement

在宅勤務 Salary & Benefits

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 hr@manulife.com 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 hr@manulife.com for more information about U.S.-specific paid time off provisions.

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