Private Lending Associate

Manulife

Private Lending Associate role focusing on supporting Advisors in Manulife Bank’s Specialized Lending Solutions. Assisting with documentation, case support, and relationship management with clients.

Posted 7/10/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$85,500 - CA$125,500 per yearWebsite

About the role

Key responsibilities & impact

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
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
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
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

Requirements

What you’ll need

Post-secondary education or equivalent industry experience
Minimum 3–5 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
Experience supporting secured lending or specialized lending solutions (preferred)
Familiarity with advisor-supported distribution models (preferred)
Proficiency with Microsoft Office (Excel, Word, PowerPoint) and Salesforce (preferred)
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 including holidays, vacation, personal, and sick days

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Lending SolutionsFinancial TransactionsApplication ReviewCompliance StandardsAttention to Detail

Soft Skills

Organizational SkillsCommunication SkillsProblem-Solving SkillsRelationship Management