Reporting to the VP Regional Sales for Ontario, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels. Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution based method to selling.
Success will be measured through the establishment of new sales in Manulife Investment products. Building new relationships as well as solidifying existing ones will also be key.
Position Responsibilities:
Achieve aggressive sales targets and annual production goals.
Identify and pursue new relationships within the Financial Advisor network.
Provide new insights to advisors to help them develop business.
Give advisor and investor seminars.
Work with the internal wholesaler and territory coordinator to develop new sales.
Develop effective and professional working relationships with other Manulife field partners including representatives from Manulife Investments, Professional Services Team and key partners in all Business Units.
Maintain agreed upon levels of virtual and face to face contact with the Advisors in the region and record daily activities using the current contact management system.
Develop and share ongoing standard methodologies, sales, marketing and business development ideas and strategies with peers and Advisors.
Required Qualifications:
5+ years Investment Sales experience with extensive and detailed knowledge of Financial Services industry and capital markets.
Participation in the sale of Investment Products through one or more of the following: MFDA, Select Non-Bank IIROC.
In-depth knowledge of mutual fund, ETF, and SMA platforms.
Successful completion of IFIC mutual funds course or CSC.
Ambitious and highly organized.
Proven strength in:
Decision making
Project and business planning
Creative thinking
Interpersonal/communications:
Listening, resolving conflict and presentations skills
Computer proficiency
All aspects of the sales process
Territory Coverage:
Predominately MGA and MFDA with some non-bank IIROC coverage.
Ottawa
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.
#LI-WAM
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 recruitment@manulife.com .
Working Arrangement
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 recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.