National Small Business Consultant

Manulife Canada Retirement is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs. The National Small Business Consultant for Canada Retirement manages small business cases located across Canada. While accountable to support the sales team, this is not a sales position.

This is an opportunity to join Canada Retirement of Manulife at a time of significant importance. This is a key field office relationship management role with time spent interacting directly with corporate customers and their affiliated market sources.

Position Responsibilities

• Participation as a supporting member of the pre-sale process for Pension products and services
• Participate in the installation process by working closely with Plan Sponsors, Producers/Advisors and Head Office Implementation Team and Plan Design Services teams.
• Provide support on membership renewal and training to Plan Sponsors and Producers/Advisors
• Own high-level relationship with Plan Sponsors, Producers/Advisors through implementation of new plan
• Inforce and support digital processes through training of Plan Sponsors and Producers/Advisors
• Coordinate Agent of Record changes through proper internal channels
• Monitor successful plan activation through first contribution remittance.
• Support plan terminations and amendments for the group plan as the need arises.
• Participate in projects related to the small business product, known as Future Step
• Manage under $2M new GRO business and Inforce assignments.
  
  

Qualifications

• Experience working with plan sponsors in a pension-related capacity an asset.
• Knowledge of Canadian Pension industry
• Strong mathematical aptitude is an asset.
• Undergraduate degree or equivalent years of experience (degree preferred in business, economics or finance)
• Superior interpersonal skills
• Proven ability to set priorities, meet goals, work independently, successful in a team-focused work environment.
• Proven problem-solving and analytical skills.
• Proven organizational & time management skills.
• Superior written & verbal communication skills
• Outstanding presentation skill in a group setting
• Proficiency in both English and French is required
  
  

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see
  
  

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Primary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$57,675.00 CAD - $96,125.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.