Bilingual Regional Director, Specialized Lending

This is a fully remote position, open to applicants in Canada.

📋 Description

• Act as the representative for Manulife Bank’s specialized lending team within a designated territory.

• Promote and provide solutions support for specialized lending products and related banking solutions in collaboration with Financial Advisors.

• Prepare comprehensive and thorough packages for underwriting purposes.

• Contribute to regional and national business growth through product promotion, enhancements, special initiatives, and presentations.

• Enhance and boost profitability in the territory by maintaining regular contact with advisors and expanding relationships.

• Assist financial advisors by engaging with centers of influence, professional advisors, and end clients.

• Illustrate the advantages of merging specialized lending with conventional insurance and investment businesses.

• Identify opportunities to enhance operational efficiency and effectiveness.

• Communicate field feedback regarding product and service enhancements as well as new product possibilities.

• Provide specialized lending directly to end clients in conjunction with Financial Advisors.

• Generate opportunities for specialized lending and commercial mortgages.

• Develop lending solutions tailored to clients’ needs and aligned with advisors’ financial strategies.

⛳️ Requirements

• Bilingual proficiency in French and English.

• Strong consultative sales skills, including prospecting, fact-finding, solution presentation, closing, and servicing.

• A minimum of 10 years of experience in business or commercial banking.

• Proficient in reading and evaluating corporate financial statements in accordance with bank policies.

• Highly organized and self-disciplined individual.

• Excellent written and verbal communication abilities.

• Strong negotiation skills.

• Experienced in delivering presentations across various formats.

• Familiarity with permanent life insurance.

• Willingness to learn and utilize technology for business applications.

• Solid knowledge of the financial services and banking industry.

• Capability to travel within the assigned territory.

• Ability to manage multiple tasks across different responsibilities while effectively organizing and prioritizing workflows.

• Experience in coordinating bank initiatives across various distribution channels and working directly with advisors, professionals, and clients.

• Competence in evaluating the likelihood of the bank’s involvement in lending proposals after preliminary review and analysis.

• Background in collaborating with Manulife Private Wealth, Retail, Insurance, and Securities partners.

🏝️ Benefits

• Incentive programs and compensation linked to business and individual performance.

• Flexible health, dental, mental health, and vision benefits.

• Short-term and long-term disability insurance.

• Life and Accidental Death & Dismemberment (AD&D) insurance coverage.

• Benefits for adoption and surrogacy.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings options, including pension plans.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays, vacation, personal, and sick days in Canada.

• Statutory leaves of absence.

• Flexible work environment.

• Support for learning and career advancement.

• Well-being and inclusion support.