Bilingual Investment Lending Consultant (Toronto)

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! Join Manulife Bank’s Specialized Lending team and become a consultative ambassador for our Investment and RSP loan products, while building and maintaining meaningful relationships with mass‑market financial advisors.

Key Responsibilities

• Develop, maintain, and expand internal and external relationships within a specified geographic territory through regular strategic contact with mass‑market and mass‑affluent financial advisors and territory partners, as outlined in your quarterly business plan.
• Contact financial advisors up to 40 times per day, educating them on our investment lending products and strategies and assisting in completing sales.
• Conduct meetings with advisors to drive sales, understand their practices, and explain how investment leverage can solidify relationships and grow their business.
• Call advisors unfamiliar with Manulife Bank to introduce specialized lending solutions for their clients.
• Use Salesforce, cold calling, and AI‑powered technologies to manage outreach and track progress.
• Serve as a subject‑matter expert on all Manulife Bank specialized lending products, with a particular emphasis on investment lending.
• Educate advisors and their support staff on Manulife Bank tools, processes, and technologies available to grow investment business.
• Achieve all sales and activity goals outlined in yearly plans.

Business Development & Strategic Growth

• Assist advisors in completing and reviewing applications to ensure they are in proper business order.
• Handle service cases and escalations, addressing concerns and resolving issues.
• Meet monthly with RDS/PLA partners to discuss territory strategy.
• Develop and execute quarterly and yearly business plans in the territory, including budget planning, in‑person events, webinars, email campaigns, lead management, marketing, and presentations.
• Review and analyze sales data, reports, and performance metrics to ensure goals are met and to forecast future plans.
• Create, analyze, and review advisor Book of Business and AUM reports internally and collaboratively with advisors.

Leadership and Collaboration

• Participate in a Buddy System to onboard and mentor new team members.
• Design and implement marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.
• Share best practices and collaborate with other Manulife Bank business units to enhance operational efficiencies and product improvement opportunities.
• Collaborate with Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interest in investment lending solutions.

Ensuring Compliance & Best Practices

• Follow and comply with all best practices, internal training modules, industry and bank compliance standards, and internal policies and procedures.
• Maintain strict adherence to AML/KYC/KYA guidelines.
• Attend and contribute to all team meetings and events, including travel to regional and national sales conferences and limited sales visits to territories.
• Manage company credit card and expense budgets responsibly.

Qualifications

• Post‑secondary education or equivalent work experience in banking or insurance.
• Minimum of 2 years of experience growing a client base with a proven track record in sales qualification.
• Ability to analyze sales data and reports.
• Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms (asset).
• Business planning and territory management skills.
• Strong communication and interpersonal skills, with the ability to build and maintain relationships.
• Knowledge of banking, investment, and insurance (asset).
• A passion for learning and development.
• Bilingualism in English and French required; proficiency in both languages needed to support clients across provinces outside Quebec.

Compensation and Benefits

Compensation includes a base salary ranging from $85,500.00 CAD to $125,500.00 CAD, plus sales incentives based on role‑specific criteria. Employees participate in a comprehensive benefits program that includes health, dental, mental health, vision, short‑ and long‑term disability, life and AD&D insurance, adoption/surrogacy support, wellness resources, and employee/family assistance plans. Retirement savings options include pension and a global share ownership plan with employer matching contributions. Paid time off includes holidays, vacation, personal and sick days, and statutory leave entitlements.

Location

Full‑time remote work from Canada (Quebec). The role supports clients across various provinces outside Quebec, requiring bilingual proficiency.

Equal Opportunity Employer / EEO Statement

Manulife is an Equal Opportunity Employer. At Manulife/John Hancock, we embrace our diversity and strive to develop and retain a workforce that reflects the customers we serve. We foster an inclusive work environment that embraces cultural strength and individual differences. 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, sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other protected ground under applicable law. We prioritize removing barriers to provide equal access to employment and provide reasonable accommodations during the application process. All information shared in the accommodation request process is used consistently with applicable laws and Manulife policies.