Bilingual Investment Lending Consultant
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Job Description
Investment Lending Consultant at Manulife Bank developing and maintaining advisor relationships. Driving sales through specialized lending solutions and strategic business development efforts.
Responsibilities:
- Develop, maintain, and expand both internal and external relationships within a specified geographic territory
- Dial out to Financial Advisors 40 times per day
- Conduct meetings with advisors to drive sales and understand their practices
- Educate advisors on investment leverage and lending products
- Assist with service cases and escalations from advisors
- Participate in territory budget planning, in-person events, webinars, and email campaigns
- Review and analyze sales data, reports, and other sales items
- Create, analyze, and review advisor Book of Business and AUM reports
- Mentor new team members and contribute to team meetings and events
- Follow and comply with all best practices and guidelines
Requirements:
- Post-secondary education or equivalent work experience in banking/insurance
- Minimum of 2 years previous experience with growing a client base
- Proven track record as a sales professional or high potential to become one
- Ability to analyze sales data and reports
- Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms
- Business planning and territory management skills
- Strong communication and interpersonal skills, with the ability to build and maintain relationships
- Banking, investment, and Insurance knowledge is an asset
- A strong passion for learning and development
- Bilingualism (English and French) is required
Benefits:
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability
- Life insurance and AD&D coverage
- Adoption and surrogacy benefits
- Wellness programs
- Employee and family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching
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