Advisor Support team is looking for an Advisor Support Analyst to join our team. As a member of our team within the Manulife Wealth organization you will be working closely with the advisors and their support staff to resolve service-related escalations and assist in process related inquiries. Working with Account Managers and partners across Operations you will provide a consistent and powerful client and advisor experience.
If you enjoy working in a fast paced changing environment where every day brings something new you may be the candidate we are looking for!
Position Responsibilities:
Act as the main contact for resolving service-related escalations by thoroughly investigating advisor inquiries (written and verbal)
Support Advisor inquiries within the expected turnaround times engaging with internal teams and/or with Fidelity Clearing Canada as the carrying broker as needed
Provide outstanding customer experience accurately and professionally
Effectively use multiple administrative systems to investigate escalations
Analyze complex issues to find appropriate resolution while mitigating risk to the company
Ability to review and interpret more complex scenarios reviewing policies and procedures and effectively communicating these for an improved understanding
Work well with internal and external partners throughout investigation and recommended resolution
Support develop and maintain strong collaboration with business units
Ability to manage conflict and to deal with differing opinions in a professional manner
Identify/report business risks to the leadership team including identify training opportunities and the utilization of our tools and methodologies to allow us to meet our established service level agreements
Profiling issues to business area in a proactive approach to mitigate further escalations and risk
Work with leaders on volume trend analysis identifying trends and raising it to leaders to action
Ability to organize prioritize and commit to deadlines
Raise any issues and administration incidents to leadership
Provide support to team through knowledge sharing and quality control measures
Managing time effectively within a high volume and fast paced work environment
Ability to travel 10% of the time
Required Qualifications:
The customer service profession isnt new to you. Youve spent at least 3 years growing your knowledge skills and experience in this line of work and you have a clear track record of success in delivering excellent service in a fast paced professional environment
You have top notch communication skills and can communicate complex ideas in a manner that can be easily understood
You learn FAST. You pick up new ideas concepts technologies and tools easily
You have excellent knowledge of Manulife Wealth applications & communication tools
You have an approachable style that just makes people want to work with you - and that helps build great relationships between other people and groups
You demonstrate accountable behaviours you take initiative and show ownership in everything you do
You can adapt to change and even embrace it
You successfully manage competing priorities like a champion
You maintain your composure and best-self during challenging times or challenging interactions
Youre comfortable driving solution progress forward even when your team doesnt have all the answers yet. Dealing with the unknown and uncertain is no big deal for you
Youre a capable and innovative problem-solver using sound judgement to make business decisions that drive results and solve customer problems
You dont like to stand by when you notice that theres something that could work better for your team or Manulife. You want to improve things and you do something about it!
You know how to build successful relationships with your coworkers whether they are sitting across the table from you - or across the country.
You realize that the need to continue to learn and invest in your own development is a never-ending journey
Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
Preferred Qualifications:
Background in a financial services industry
Background in customer service
Understanding of Investment products available to Canadian Investors (eg. RRSP RRIF)
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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
Montreal QuebecWorking Arrangement
Salary range is expected to be between
$58275.00 CAD - $97125.00 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 job-related 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 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.
Required Experience:
IC
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.