Bilingual Investment Lending Consultant (25)

Investment Lending Consultant

Join our team and unleash your full potential as an Investment Lending Consultant with Manulife Bank's Specialized Lending team!

We are looking for a consultative and engaging ambassador for our Specialized Lending products, with a particular emphasison Investment and RSP loans. You will add value by bringing your industry knowledge and territory management skills into the regional marketplace to help mass market advisors deploy investment and insurance lending strategies to amplify their practices.

Key Responsibilities:

The focus of an Investment Lending Consultant (ILC) is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with mass market/mass affluent Financial Advisors and your territory partners, as articulated in your quarterly business plan.

Activity and Sales:

• ILCs are dialing out to Financial Advisors 40 times per day, with the intention of educating advisors on our investment lending products/strategies and assisting advisors complete sales.
• You will also be conducting your own meetings with advisors to drive sales and understand their practices. During these calls, the ILC will be expected to educate the advisor on how making use of investment leverage can help the advisor solidify relationships and grow their business.
• The ILC will call Financial Advisors unfamiliar with Manulife Bank with the intention of integrating specialized lending solutions for their clients. These contacts are made through strategic use of Salesforce, cold calling, and AI-powered technologies.
• ILCs are the subject matter experts on all Manulife Bank specialized lending products, solutions, and strategies, with particular emphasis on investment lending. We use this knowledge to move the sales process forward, educate advisors and their support staff on Manulife Bank tools, processes, and technologies available to assist them in growing their investment business.
• The ILC is responsible for achieving all sales and activity goals set out in their yearly plans.

Business Development / Strategic Growth:

• Successful ILCs work with their advisor partners in many ways: They assist in demonstrating to the advisors how to fill applications as well as reviewing applications to ensure they are in good business order.
• ILCs assist with service cases and escalations from advisors and help to address their concerns and resolve issues.
• Monthly touch points with your RDS/PLA partners to discuss territory strategy.
• The ILCs are also required to develop a quarterly and yearly business plan to execute in their territories.
• ILCs will participate and help coordinate territory budget planning, in-person events, webinars, email campaign, lead management, creating marketing, presentations, and ways to grow investment lending.
• The ILC will be required to review and analyze sales data, reports, and other sales items to ensure sales goals are met. This is also used in forecasting for business plans.
• ILCs are also required to create, analyze, and review advisor Book of Business and AUM reports, both internally and in collaboration with the advisors.

Leadership and Collaboration:

• Senior ILCs will be expected to take part in a "Buddy System" to onboard new team members and mentor them to ensure success.
• ILCs create and innovate captivating marketing, sales campaigns, webinars, contests, and other initiatives to drive sales in the territories.
• ILCs share best practices and collaborate with other Manulife Bank business units across the organization while delivering on organizational efficiencies by highlighting opportunities for improvement in existing products and services.
• ILCs collaborate with other Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interests in Manulife Bank investment lending solutions.

Ensuring Compliance & Best Practices:

• ILCs follow and comply with all best practices while staying updated on internal training modules for sales initiatives, industry and bank compliance, industry knowledge, and internal policies and procedures.
• ILCs must run their business with the strictest adherence to AML/KYC/KYA guidelines.
• ILCs are to attend and contribute to all team meetings and events, including short periods of travel to events such as our Regional and National Sales Conferences that are held across Canada yearly, as well as possible limited sales visits to your territories.
• ILCs manage a company credit card and budgetary items as well as expenses.

Qualifications:

• 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 is an asset.
• 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. Proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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.

The role being advertised is an existing vacancy.