FieldSalesforceConsultant

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife's most closely aligned independent advisors from across Canada. Manulife Wealth is seeking a **Field Salesforce Consultant** to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. This is a client-facing consulting role focused on onsite branch engagements: you will assess current-state workflows, identify gaps and adoption barriers, and recommend practical solutions across process, training, and platform usage. You will plan and deliver in-branch workshops and hands-on coaching, align stakeholders on a target-state approach, and help branches execute follow-through actions that improve productivity and consistent usage. You will also act as a conduit to our Continuous Delivery Organization, translating onsite insights into clear requirements and prioritization input to better align platform capabilities with the needs of financial advisors and wealth management operations. **Position Responsibilities:** * Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps * Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency * Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs * Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive