Bilingual Advisor Support Manager
Bilingual Advisor Support Manager
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Job Description
The Opportunity:
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.
In this role the incumbent will play a crucial role in enhancing the experience of advisors & their teams at Manulife Wealth. This role is responsible for delivering a center of expertise for all businessrelated queries received from our Wealth branches. You will work collaboratively within a supportive environment that values innovation continuous learning and proactive improvement. This position is tailormade for those passionate about professional development organizational success and the cultivation of talent within a leadingedge industry setting.
Responsibilities:
- Develop and maintain excellent relationships with advisors through email conference calls and scheduled office visits.
- Seeking opportunities to provide timely communications to the advisors on new developments and updates on major issues/opportunities being both proactive and reactive in a timely manner in order to minimize impact on advisor relationship.
- Acting as point of escalation and taking full ownership of the resolution.
- Acting as a champion for the solution this will involve engaging other departments and possibly other Manulife Business Units and field partners.
- The goal to resolve in a timely and effective mannner acting professionally and in alignment with Manulife values and managing any business and regulatory requirements that may impact a solution.
- Manage several internal departmental processes as well as ongoing support for other members of the advisor support team.
- Develop and maintain ongoing reporting on service levels for key branches that fall under your scope of support.
- Foster strong relationships with internal stakeholders including operations recruitment training compliance and IT teams..
How will you create impact
This position reports to the Director Advisor Experience of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.
Skills:
- Ability to quickly build rapport with advisors.
- Strong knowledge of technology used by advisors including backoffice systems portfolio management tools financial planning software etc. and how they fit into an advisor practice.
- Ability to effectively partner with internal stakeholders to drive results
- Thrives in a dynamic and fast paced deadline driven environment.
- Team player with solid interpersonal and leadership skills
- Strong written and verbal communication and presentation skills
- Strong listening consultative and relationship management skills
- Detail oriented analytical and problemsolving capabilities
- Ability to resolve diverse complex situations creatively
Qualifications:
- Bachelors degree in Business Administration Finance or a related field. Advanced degree or professional certification (e.g. CFP CFA) is a plus.
- Minimum of 35 years of experience in financial services with a focus on providing a high touch advisor experience
- Proven leadership experience with the ability to manage and develop a highperforming team.
- Strong understanding of wealth management products services and industry regulations.
- Exceptional interpersonal and communication skills with the ability to build strong relationships with advisors and internal stakeholders.
- Demonstrated ability to drive process improvements and implement innovative solutions.
- Proficiency communicating in English and French
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 wellbeing and inclusion are more than just words.
- As part of our global team well support you in shaping the future you want to see
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 pregnancyrelated 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 .
Primary Location
Working Arrangement
Salary range is expected to be between
$61350.00 CAD $102250.00 CADIf you are applying for this role outside of the primary location please contact for the salary range for your location. The actual salary will vary depending on local market conditions geography and relevant jobrelated factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits including health dental mental health vision short and longterm 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 paid time off provisions.
Required Experience:
Manager
Employment Type
Full-Time
