Manulife Investments
Wealth Management
BusinessDevelopmentAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Associate at Manulife Investments. Skills: Build connections with advisors and internal partners, Contribute to annual territory business plan, Be a go-to resource for information and guidance, Own details like scheduling and budgets, Lead event planning and execution, Drive marketing efforts, Collaborate with internal and external partners. Develop and maintain relationships with advisors and key internal partners. Contribute to the annual territory business plan and help e”
What You'll Achieve.
Help drive sales growth; Build advisor relationships
Industry & Context.
Problem solver
What They're Looking For.
Must Have
Post-secondary education, Thrive in a fast-paced environment and juggle multiple priorities with ease, Problem solver, detail-oriented, and proactive, Communicate clearly, work well in a team, and stay cool under pressure, Passion for learning and growing in the wealth management space, Bilingual (French & English) is required
Nice to Have
CSC or IFIC certification, CFA level 1, Experience in mutual funds or financial planning, Tech-savvy with Microsoft Office, Familiar with Salesforce and SAP Concur
What You'll Do.
Develop and maintain relationships with advisors and key internal partners
Contribute to the annual territory business plan and help execute it
and provide guidance on policies and regulations
and coordinate weekly team sessions
Organize impactful advisor and industry events
Manage email campaigns
and keep communication flowing
Act as the main point of contact for internal and external partners
How You'll Work.
Team & Collaboration
Work well in a team; Collaborate with advisors and key internal partners; Act as the main point of contact for internal and external partners; Join a high-performing wholesaling team alongside a District Vice President and a Business Development Manager
Communication Scope
Communicate clearly; Bilingual (French & English)
Process & Methodology
Plan for success, Contribute to the annual territory business plan and help execute it, Lead events: From planning to execution, organize impactful advisor and industry events
Full Job Description
Are you energetic, motivated, and ready to make an impact? If you want to be part of a team that’s at the heart of sales activities, challenges you every day, and gives you the chance to shape client success, this role is for you! As part of Manulife Investments, you’ll join a high-performing wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor relationships. **Position Responsibilities:** * **Build connections:** Develop and maintain strong relationships with advisors and key internal partners. * **Plan for success:** Contribute to the annual territory business plan and help execute it. * **Be the go-to resource:** Prepare reports, fund proposals, and provide guidance on policies and regulations. * **Own the details:** Schedule meetings, manage budgets, and coordinate weekly team sessions. * **Lead events:** From planning to execution, organize impactful advisor and industry events. * **Drive marketing:** Manage email campaigns, track results, and keep communication flowing. * **Collaborate:** Act as the main point of contact for internal and external partners. **Required Qualifications:** * Post-secondary education. * You thrive in a fast-paced environment and juggle multiple priorities with ease. * You’re a problem solver, detail-oriented, and proactive. * You communicate clearly, work well in a team, and stay cool under pressure. * A passion for learning and growing in the wealth management space. * Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. **Preferred Qualifications:** * CSC or IFIC certification (an asset). * CFA level 1 (an asset). * Experience in mutual funds or financial planning (an asset). * You’re tech-savvy with Microsoft Office, and ideally familiar with Salesforce and SAP Concur. **Where This Role Can T
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