Field Salesforce Consultant

Manulife

Field Salesforce Consultant helping advisor practices utilize Salesforce Financial Services Cloud. Leading discovery processes and onsite training for enhanced adoption and efficiency.

Posted 5/29/2026full-timeWaterloo • 🇨🇦 CanadaMid-LevelSenior💰 CA$92,900 - CA$142,900 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps
Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency
Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs
Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive accountability through post-visit check-ins
Translate onsite insights into clear requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications
Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align engagement plans, communications, and rollout/readiness activities

Requirements

What you’ll need

5+ years of hands-on experience with the Salesforce platform
Financial Services Cloud experience (1+ year) and strong understanding of wealth workflows
Proven consulting/client engagement experience (e.g., leading onsite discovery, facilitating workshops, presenting recommendations, and driving follow-through)
Comfort operating in a field-based role with regular travel to advisor branches (up to 40%)
Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect)
Excellent communication, analytical, and problem-solving skills

Benefits

Comp & perks

health insurance
dental insurance
mental health benefits
vision insurance
short and long-term disability insurance
life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
paid time off (holidays, vacation, personal, and sick days)
statutory leaves of absence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceFinancial Services Cloudprocess mappingworkflow observationuser storiesconsultingdata analysisadoption metricssolution prioritizationrelease readiness

Soft Skills

communicationanalyticalproblem-solvingstakeholder engagementfacilitationcoachingaccountabilitytailoring contentpresentationcollaboration

Certifications

Salesforce AdministratorFinancial Services Cloud Accredited ProfessionalData Architect