Manulife Wealth
Financial Services
SalesforceSupport&EnablementConsultant
Neural analysis suggests this role is
optimal for Senior candidates.
“Salesforce Support & Enablement Consultant at Manulife Wealth. Skills: Salesforce Support, Enablement, Advisor Support. Provide expert guidance. Provide day-to-day virtual support”
Industry & Context.
Troubleshooting; Problem-solving skills
What They're Looking For.
Must Have
5+ years Salesforce platform experience, 1+ year FSC experience, Client-facing support/enablement, Wealth workflow knowledge, Excellent communication skills, Analytical skills, Problem-solving skills
Nice to Have
Salesforce certifications, Bilingualism (English-French)
What You'll Do.
Provide expert guidance
Provide day-to-day virtual support
Translate business needs
Identify common questions
Identify adoption barriers
Identify recurring track themes
Recommend platform improvements
Partner with internal stakeholders
Align readiness for releases
How You'll Work.
Team & Collaboration
Advisor practices; Continuous Delivery Organization; Field Technology; Operations; Compliance; Product/Delivery teams
Communication Scope
How-to support; Best practices; Workflow coaching; Troubleshooting; Quick reference guides; Knowledge articles; Live virtual training
Full Job Description
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 **Salesforce Support & Enablement Consultant **to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. In this role, you will partner directly with Manulife Wealth advisors and provide remote support to guide them through the adoption of our enterprise platform, ensuring seamless implementation and optimal utilization. You will also act as a conduit to our Continuous Delivery Organization, communicating advisor needs, challenges, and feedback to align platform capabilities with the unique needs of financial advisors and wealth management operations. Ideal candidates will have strong Salesforce expertise, excellent communication skills, and a collaborative mindset. **Position Responsibilities:** * Provide expert guidance and day-to-day virtual support to advisors using Salesforce Financial Services Cloud (how-to support, best practices, workflow coaching, and troubleshooting) * Design, deliver, and continuously improve enablement (quick reference guides, walkthroughs, knowledge articles, and live virtual training sessions) to accelerate advisor proficiency * Act as the liaison between advisor practices and the Continuous Delivery Organization. * Translate business needs into clear requirements/user stories. * Identify common questions, adoption barriers, and recurring issues; track themes and recommend processes, training, or platform improvements * Partner with internal stakeholders (Field Technology, Operation
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