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Company:
Manulife Financial
Location:
CA -
Montreal
Category:
Management
Posted: May 6, 2025
Job Posting Description
The sales team is looking for an energetic, motivated, and focused team member. If you want to be part of a team at the center of sales activities that constantly challenges you and provides opportunities to make an impact for our clients, then this role is for you.
As part of the Manulife Investment Management team, the Business Development Associate is a member of a wholesaling team that includes a District Vice President and a Business Development Manager.
Your main responsibility will be to partner with sales teams to achieve sales targets. This involves understanding the sales needs of your territories, participating in business development initiatives, and working directly with advisors.
You should be an effective communicator, well-organized, collaborative, proactive, a problem solver, and results-oriented. Occasional travel for training, meetings, and territory events is expected.
Basic knowledge of retail wealth products like mutual funds and ETFs will be beneficial for your career growth at Manulife Investment Management.
The Opportunity:
- Build and maintain relationships with advisors and internal partners
- Contribute to the development and execution of the annual territory business plan
- Assist in preparing reports and fund proposals
- Coordinate and participate in industry events
- Act as the main contact with partners
- Schedule meetings for the District Vice President
- Manage territory budgets
- Facilitate weekly team meetings
- Spearhead Portfolio Manager access requests
- Plan and execute events from start to finish
- Manage email distribution lists and execute marketing campaigns
- Guide sales teams on policies and regulations
This role is suitable for candidates who:
- Can balance multiple priorities with accuracy and attention to detail
- Are flexible and adaptable with changing priorities
- Possess strong problem-solving and analytical skills
- Are self-starters and quick learners in a fast-paced environment
- Demonstrate professionalism and tact
- Have strong PC skills, especially in Word and Excel, and experience with Salesforce and SAP Concur
Job requirements:
- Post-secondary education preferred
- Canadian Securities Course (CSC) or IFIC course is an asset
- Experience in mutual funds or financial planning industry is an asset
We offer a competitive salary and benefits, opportunities for growth, a focus on career development, flexible work policies, and leadership opportunities.
When you join our team:
- We empower you to learn and grow
- We support well-being and inclusion
- We help shape your future within a global team
Bilingual (French & English) communication skills are required for supporting clients across jurisdictions outside Quebec.
#LI-WAM
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider. Learn more at ***/en/about/our-story.html.
Equal Opportunity Employer
We embrace diversity and strive for an inclusive work environment. We are committed to fair practices without discrimination. For accommodations, contact ***.
Location and Compensation
Primary Location: Montreal, Quebec
Working Arrangement: Hybrid
Salary range: $44,775.00 CAD - $74,625.00 CAD. Contact *** for location-specific salary info. Compensation may include incentives based on performance.
Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, and generous paid time off.
•
Read the full job description and apply online on the recuiter's web-site
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