Private Lending Associate

The Private Lending Associate (PLA) plays a critical role in delivering an exceptional advisor and client experience across Manulife Banks Specialized Lending Solutions. This role is primarily focused on supporting Advisors with Manulife Bank Specialized Lending programs while providing additional case support to Regional Directors Specialized Lending (RDS) on larger and more complex lending solutions.

If you are detail-oriented collaborative client-focused and thrive in a fast-paced lending environment this role provides an opportunity to build deep expertise in specialized lending while working closely with Advisors clients and internal partners.

What We Are Looking For

You are a trusted lending support partner who understands how to balance service excellence with operational rigour. You bring strong lending documentation and process knowledge to support Advisors and their clients through the end-to-end lending journey. You are comfortable communicating directly with Advisors and clients assisting with documentation and ensuring all files are complete accurate and compliant.

The PLA is a key contributor to the Specialized Lending ecosystem working closely with RDS partners underwriting and operations to move cases forward efficiently and professionally.

Position Responsibilities

Advisor & Client Support (ALOC Focus)

• Serve as a primary point of contact for Advisors on ALOC lending solutions assisting with case setup documentation and follow-ups.

• Work directly with Advisors and their clients to support the completion of lending applications disclosure documents and supporting materials.

• Review applications and documentation to ensure files are in good order prior to submission proactively identifying gaps or deficiencies.

• Educate Advisors and their administrative staff on processes forms timelines and requirements related to ALOC solutions.

• Respond to Advisor and client inquiries promptly and professionally ensuring a high standard of service delivery.

Case Management & Specialized Lending Support

• Provide lending case support to Regional Directors Specialized Lending (RDS) on larger more complex Specialized Lending (SL) cases.

• Coordinate with internal partners (Underwriting Credit Operations Fulfillment) to ensure smooth progression of approved cases.

• Maintain accurate tracking documentation and status updates for all active files.

• Support escalations and service issues helping to resolve concerns efficiently while maintaining strong Advisor relationships.

• Participate in regular touchpoints with RDS partners to align on case priorities and territory support.

Administration Controls & File Quality

• Set up and administer new lending and deposit business by processing financial transactions accurately and efficiently.

• Ensure the quality completeness and security of lending files in accordance with audit compliance and regulatory standards.

• Maintain accurate records for reporting tracking and compliance purposes.

• Identify opportunities for process improvements efficiencies and enhancements to improve the Advisor and client experience.

• Maintain strict confidentiality and security over all bank records and client information.

Compliance Collaboration & Continuous Improvement

• Adhere to all internal policies procedures and best practices including AML KYC and KYA requirements.

• Complete required training and remain current on product system and process updates.

• Collaborate and share best practices with teammates across Specialized Lending and broader Manulife Bank teams.

• Participate in team meetings planning sessions and ongoing improvement initiatives.

Required Qualifications

• Post-secondary education or equivalent industry experience.

• Minimum 35 years of experience in banking lending or financial services.

• Strong understanding of lending administration documentation and client service.

• Excellent organizational skills with strong attention to detail.

• Proven ability to manage multiple files and priorities simultaneously.

Preferred Qualifications:

• Experience supporting secured lending or specialized lending solutions.

• Familiarity with advisor-supported distribution models.

• Proficiency with Microsoft Office (Excel Word PowerPoint) and Salesforce.

• Bilingualism (English and French) is an asset.

• Strong interpersonal and communication skills with the confidence to interact directly with Advisors and clients.

#LI-Remote

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 .

Salary & Benefits

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.