Job Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid



Manulife Private Wealth (MPW) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients financial planning for the future. For more information, please visit the Manulife Private Wealth

The Private Wealth Associate Internal Wholesaler is a member of a team of private wealth professionals delivering institutional quality investment management, private banking, financial, estate and tax planning services to High Net Worth (HNW) individuals and their families, as well as institutions across Canada.

Manulife Private Wealth (MPW) is currently seeking a bilingual Private Wealth Associate Internal Wholesaler to join their team in Toronto, Ontario.

The successful candidate will be accountable for building presence and enabling sales growth for Manulife Private Wealth with select independent advisors, centers of influence (COIs) as well as internal Manulife corporate partners, through prospecting as well as sales and marketing support.

This is a national role focused on multiple markets across the country. Focus on specific markets is determined based on business needs from time to time.

Reporting to the Head of Distribution for MPW, the Manulife Private Wealth associate Internal Wholesaler is accountable for, but not limited to:

• Working in collaboration with the Private Wealth Consultants (External Wholesaler) and Investment Counselors to generate sales.
• Prospecting, building, and strengthening new relationships with advisors and COIs primarily by phone.
• Understanding the advisors and COIs book of business (goals, targets, expectations, needs) while uncovering opportunities to recommend MPW solutions.
• Growing the territory by optimizing our core advisors and COIs relationships, helping build relationships and engagement with existing core advisors that we actively do business with.
• Help provide follow-up and marketing support for Private Wealth Consultants (External Wholesaler) and Investment Counselors.
• Identifying external/internal events where MPW should be present.
• Participation in Face-to-Face meetings from time to time.
• Identifying opportunities to improve processes, sharing insight with management.
• Act as one of the lead facilitators for digital / social media campaigns.
• Build presence and enable sales for MPW with corporate partners through presentations, organizing events, identifying referrals, and identifying business development opportunities.
• Promote and coordinate internal speaking opportunities / collaborative events.
• Help coordinate, document, and manage formal internal referrals.
• Willing to develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers.
• Prior experience and usage of a CRM.
• Become a champion of CRM utilization within the MPW organization.

This role combines pro-active sales activity by providing pre and post-sales support, including following up with advisors and COIs, continuously learning and understanding Advisors/COIs/internal partners business through outbound calls as well as other means of communication.

What are we looking for?

• College or University degree in a related field
• Fluent in French and English
• 2-4 years of sales/marketing/call-center experience in the financial services industry
• Solid knowledge of the wealth management industry and an understanding of local financial markets
• Knowledge of the HNW segment is an asset
• Excellent verbal and written communication skills
• People person who is willing to accept coaching
• Self-starter, adaptable and confident
• Dynamic and diligent work ethic
• Organized and analytical with creative problem-solving skills
• Excellent presentation and relationship building skills
• Successful completion of industry related courses or working towards completion of industry related courses such as the CSC, WME, CIM.

What motivates you?

• Obsessing about customers, listening, engaging and act for their benefit.
• Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

• Values-first culture
• We lead with our Values every day and bring them to life together.
• Boundless opportunity
• We create opportunities to learn and grow at every stage of your career!
• Continuous innovation
• We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity, and Inclusion
• We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
• We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as MFC on the Toronto, New York, and the Philippine stock exchanges, and under 945 in Hong Kong.

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 .

Salary & Benefits

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. Please contact for additional information.

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 for more information about U.S.-specific paid time off provisions.

Manulife