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Bilingual Retirement Investment Counselor

Société Financière Manuvie

C'est un Contrat job à Montreal, QC publiée le avril 23, 2021.

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

This role is a key member of the Inside Sales, Advice and Retention (ISAR) team, providing a few key member engagement interaction touch points throughout the customer’s lifecycle with Manulife; Welcome Support, when members are new to the plan, providing education on how their employer plan works. Retirement Counsel for members enrolled in our Retirement Redefined Program, helping with retirement planning, income projections, budgeting support and education/advice on retirement pay out products. The Investment Counselor also provides support for the LifeNow program, which is geared at the younger member who is starting out and has questions around investing, home ownership and how investing can help them reach their goals. The Investment/Retirement Counselor provides these diverse, yet complementary education in both French/English utilizing 3 internal systems.

Key Accountabilities

Individual Accountabilities:

o    Manage inbound, outbound and email databases to provide outstanding education and advice to members regarding their retirement products. This involves guiding members through the enrolment process, assisting with fund selection, crafting retirement illustrations based on various scenarios to ensure the member is proficient in their options for retirement and taking full advantage of the employer program

o    Gather and accurately record all customer information required to process member transactions in one of the 3 record keeping systems/CRM tools. This could include enrolments, asset consolidations, demographic information updates, investment changes, etc.

o    Remain current and up-to-date on wealth management products, market trends and financial planning issues.

o    Be a Brand Ambassador in all service interactions to achieve a strong Net Promoter Score (NPS)

o    Assist in the identification of gaps in internal processes to ensure the customer is “delighted” in their interactions with Manulife

Key Shared Accountabilities:

o    Network with colleagues across Consumer Markets/Marketing to overall Sales targets priorities and plans.

Job Requirement:

o   Bilingual – Able to explain financial planning concepts in both French and English (verbal and written)

  • Previous financial service experience (2+ years)

  • Previous customer service experience (2+ years)

o   Life License (LLQP) with AMF – Licensed for a minimum 6 months

o   Knowledge of Manulife products and systems would be an asset

o    Experience working with Salesforce and Navi Plan would be an asset

o   Computer skills, and a general knowledge level of the MS Office suite of products

o    Successfully completed a formal sales training program


  • Must be a strong communicator both verbally for phone consultations and in email, in both English and French

  • Must be well organized and detailed in approach, with good follow-through

  • Demonstrates ability to interact effectively with various levels within the organization

  • Ability to prioritize multiple member requests in a timely manner with outstanding service interaction skills

  • Comfortable in a sales role where expectations are measured against targets.

If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.

About Manulife

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 Canada, Asia, 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 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of December 31, 2020, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.6 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. 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. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.