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Bilingual Investment Lending Consultant
ManulifeInvestment Lending Consultant at Manulife Bank developing and maintaining advisor relationships. Driving sales through specialized lending solutions and strategic business development efforts.
About the role
Key responsibilities & impact- 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
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
- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales data analysisclient base growthbusiness planningterritory management
Soft Skills
communicationinterpersonal skillsmentoringrelationship buildingpassion for learning