Salesforce Support & Enablement Consultant
Job Summary
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 Salesforce Support & Enablement Consultant to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor this role you will partner directly with Manulife Wealth advisors and provide remote support to guide them through the adoption of our enterprise platform ensuring seamless implementation and optimal utilization. You will also act as a conduit to our Continuous Delivery Organization communicating advisor needs challenges and feedback to align platform capabilities with the unique needs of financial advisors and wealth management operations. Ideal candidates will have strong Salesforce expertise excellent communication skills and a collaborative mindset.
Position Responsibilities:
Provide expert guidance and day-to-day virtual support to advisors using Salesforce Financial Services Cloud (how-to support best practices workflow coaching and troubleshooting)
Design deliver and continuously improve enablement (quick reference guides walkthroughs knowledge articles and live virtual training sessions) to accelerate advisor proficiency
Act as the liaison between advisor practices and the Continuous Delivery Organization.
Translate business needs into clear requirements/user stories.
Identify common questions adoption barriers and recurring issues; track themes and recommend processes training or platform improvements
Partner with internal stakeholders (Field Technology Operations Compliance and Product/Delivery teams) to align priorities communications and readiness for releases
Required Qualifications:
5 years of hands-on experience with Salesforce platform
FSC experience (1 year) client-facing support/enablement wealth workflow knowledge.
Excellent communication analytical and problem-solving skills.
Preferred Qualifications:
Salesforce certifications preferred (e.g. Salesforce Administrator Financial Services Cloud Accredited Professional Data Architect).
Bilingualism (English-French) is an asset.
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
Waterloo OntarioWorking Arrangement
Salary range is expected to be between
$73725.00 CAD - $122875.00 CADEmployees 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:
Contract
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.