As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes.
The focus of an IBDM is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Financial Advisors and your territory partners, as articulated in your quarterly business plan.
Position Responsibilities:
Activity and Sales (50%):
Make 40 daily calls to Financial Advisors to promote Manulife Bank products and schedule meetings.
Conduct meetings to drive sales, explain Manulife’s benefits, and build relationships.
Use Salesforce and AI for outreach and product integration.
Business Development/Strategic Growth (30%):
Assist with applications, service issues, and advisor concerns.
Coordinate with BDM partners on strategy and develop business plans.
Follow up on meetings and engage in marketing and budget planning.
Leadership and Collaboration (15%):
Mentor new members and create sales initiatives.
Liaise with various teams to enhance relationships and sales.
Share best practices across Manulife divisions.
Compliance & Best Practices (5%):
Ensure adherence to training and compliance standards.
Attend meetings and manage expenses responsibly.
Required 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.
Business planning and territory management skills
Strong communication and interpersonal skills, with the ability to build and maintain relationships.
Preferred Qualifications:
Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
Banking, investment, and Insurance knowledge is an asset.
A strong passion for learning and development.
Bilingualism (English and French) is an asset. If the successful candidate is in Québec, 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.
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].
Working Arrangement
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 [email protected] 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 [email protected] for more information about U.S.-specific paid time off provisions.
Top Skills
Manulife Ottawa, Ontario, CAN Office
Ottawa, ON, Canada
