Field Salesforce Consultant

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada Manulife Wealth is comprised of three distribution firms (Advisory Services) an ID (Investment Dealer) securities dealer an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulifes most closely aligned independent advisors from across Canada.

Manulife Wealth is seeking a Field Salesforce Consultant to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. This is a client-facing consulting role focused on onsite branch engagements: you will assess current-state workflows identify gaps and adoption barriers and recommend practical solutions across process training and platform usage.

You will plan and deliver in-branch workshops and hands-on coaching align stakeholders on a target-state approach and help branches execute follow-through actions that improve productivity and consistent usage. You will also act as a conduit to our Continuous Delivery Organization translating onsite insights into clear requirements and prioritization input to better align platform capabilities with the needs of financial advisors and wealth management operations.

Position Responsibilities:

• Lead onsite discovery at advisor branches (stakeholder interviews workflow observation process mapping) to assess current-state usage and identify gaps

• Develop and present branch-specific recommendations (quick wins and longer-term actions) across process training and Salesforce configuration/usage to improve adoption and efficiency

• Facilitate onsite enablement (workshops role-based coaching walkthroughs job aids/knowledge articles) and tailor content to each branchs needs

• Define engagement outcomes with branch stakeholders (adoption goals success metrics follow-up actions) and drive accountability through post-visit check-ins

• Translate onsite insights into clear requirements/user stories partner with the Continuous Delivery Organization on prioritization solution options and release readiness communications

• Partner with internal stakeholders (Field Technology Operations Compliance and Product/Delivery teams) to align engagement plans communications and rollout/readiness activities

Required Qualifications:

• 5 years of hands-on experience with the Salesforce platform.

• Financial Services Cloud experience (1 year) and strong understanding of wealth workflows; experience supporting end users in a regulated environment.

• Proven consulting/client engagement experience (e.g. leading onsite discovery facilitating workshops presenting recommendations and driving follow-through).

• Comfort operating in a field-based role with regular travel to advisor branches (up to 40%) working independently and representing the team on-site.

• Salesforce certifications preferred (e.g. Salesforce Administrator Financial Services Cloud Accredited Professional Data Architect).

• Excellent communication analytical and problem-solving skills.

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 .

Referenced Salary Location

Salary range is expected to be between

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.