Inside Business Development Manager – Advisor

Manulife

Business Development Manager at Manulife Bank promoting lending solutions to Financial Advisors. Fostering relationships and driving sales through strategic outreach and collaboration.

Posted 6/3/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$85,500 - CA$125,500 per yearWebsite

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Applicant Tracking System Keywords

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Hard Skills

sales data analysisbusiness planningterritory management

Soft Skills

communicationinterpersonal skillsrelationship buildingmentoringpassion for learning and development

Tools & Technologies

SalesforceMicrosoft OfficePower BIAdobe platforms

Industry Keywords

bankinginsuranceinvestmentcompliance standards

About the role

Key responsibilities & impact

Make 40 daily calls to Financial Advisors to promote Manulife Bank products and schedule meetings
Conduct meetings to drive sales, explain Manulife’s benefits, and build relationships
Use Salesforce and AI for outreach and product integration
Assist with applications, service issues, and advisor concerns
Coordinate with BDM partners on strategy and develop business plans
Follow up on meetings and engage in marketing and budget planning
Mentor new members and create sales initiatives
Liaise with various teams to enhance relationships and sales
Ensure adherence to training and compliance standards
Attend meetings and manage expenses responsibly

Requirements

What you’ll need

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
Business planning and territory management skills
Strong communication and interpersonal skills, with the ability to build and maintain relationships
Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
Banking, investment, and insurance knowledge is an asset
A strong passion for learning and development
Bilingualism (English and French) is an asset

Benefits

Comp & perks

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