Account Executive - Canada Retirement
Manulife
The Account Executive Canada Retirement is an external sales role responsible for driving growth in Manulifes Group Retirement business across assigned Canadian markets. This role focuses on building strong advisor and plan sponsor relationships promoting the value of Manulifes retirement solutions and delivering consultative support that aligns with sponsor and advisor needs.
This role is responsible for developing and managing a disciplined sales pipeline leading new business development activities (including RFP responses and finalist presentations) and collaborating closely with internal partners to deliver a seamless experience from prospecting through onboarding and ongoing relationship management. Success in this role requires strong business acumen in the retirement industry a consultative sales approach and the ability to translate complex retirement concepts into clear business value.
The role is designed for a sales professional who demonstrates ownership of territory outcomes leverages data and market intelligence and consistently reinforces Manulifes value proposition through ethical customer-focused selling.
Position Responsibilities:
New Business Development
Develop and execute a territory strategy to achieve sales and growth objectives.
Build and maintain a strong pipeline of prospective retirement plan opportunities.
Prospect and cultivate relationships with advisors consultants and plan sponsors.
Conduct discovery meetings to understand client needs plan objectives and workplace savings goals.
Lead new business opportunities from initial engagement through implementation handoff.
Develop competitive sales strategies and position Manulifes value proposition effectively.
Coordinate and respond to RFPs RFIs and proposal requests.
Deliver finalist presentations and support plan sponsor decision-making processes.
Maintain accurate sales forecasts pipeline reporting and opportunity tracking.
Client & Partner Engagement
Build trusted relationships with advisors consultants trustees and plan sponsor decision-makers.
Act as a strategic resource by sharing industry insights market trends and retirement expertise.
Represent Manulife at industry events client meetings and business development activities.
Collaborate with external distribution partners to uncover and advance opportunities.
Cross-Functional Collaboration
Partner with Pricing Product Investments Marketing Client Service Implementation Operations Legal and Compliance teams to develop client solutions and support successful sales outcomes.
Share market intelligence and client feedback to help shape product service and business strategies.
Ensure a seamless transition of new business to implementation and service partners.
Required Qualifications:
University degree in Business Finance Economics Commerce Marketing or a related field.
5 years of experience in financial services sales business development relationship management or consulting.
Experience in group retirement workplace savings pensions investments wealth management or employee benefits.
Demonstrated success developing new business managing complex sales opportunities and delivering presentations to diverse stakeholders.
Strong knowledge of retirement and savings solutions including Defined Contribution plans Group RRSPs DPSPs and TFSAs as well as the Canadian pension and regulatory environment.
Proven consultative selling relationship management negotiation and influencing skills.
Strong business acumen with the ability to identify opportunities develop sales strategies and navigate competitive situations.
Experience managing sales pipelines forecasting and CRM tools such as Salesforce.
Excellent communication organizational and cross-functional collaboration skills.
Customer-focused with a commitment to ethical selling inclusion and continuous learning.
Industry designations (CSC IFIC CIM CFP RRC or equivalent) and bilingual English/French capabilities are assets.
Willingness and ability to travel within Canada.
Preferred Qualifications:
Industry designations (CSC IFIC CIM CFP RRC or equivalent) and bilingual English/French capabilities are assets.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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 .
Working Arrangement
HybridSalary & 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 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 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 our personal information collection statement .
Required Experience:
IC
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