Bilingual Regional Director, Specialized Lending

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

📋 Description

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

• Advocate for and provide assistance with specialized lending products and related banking solutions in partnership with Financial Advisors.

• Submit comprehensive packages to underwriting, showcasing transaction expertise, the financial strategy of the advisor, the client’s business, and the justification for bank involvement.

• Contribute to regional and national business growth by promoting new products, product enhancements, and special initiatives.

• Maintain consistent communication with advisors to manage and strengthen Advisor relationships.

• Collaborate with centers of influence, professional advisors, and end clients.

• Illustrate the advantages of incorporating specialized lending solutions into advisors’ insurance and investment businesses.

• Recognize opportunities to enhance operational efficiency and effectiveness.

• Communicate field feedback and suggestions for improving current products and services and for developing new offerings.

• Deliver specialized lending directly to end clients while actively working with Financial Advisors.

⛳️ Requirements

• Fully bilingual in both French and English.

• Exceptional consultative sales skills, encompassing prospecting, fact-finding, solution presentation, closing, and servicing.

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

• Strong capability to read and evaluate corporate financial statements in accordance with bank policies.

• Highly organized and self-motivated.

• Outstanding written and verbal communication skills.

• Proficient negotiation abilities.

• Experienced in delivering presentations across various formats.

• Working knowledge of permanent life insurance.

• Ability to learn and apply technology for business purposes.

• Strong understanding of the financial services and banking industry.

• Willingness to travel throughout the assigned territory.

• Capability to manage multiple tasks across a variety of responsibilities and prioritize workflows effectively.

• Experience in coordinating bank initiatives across various distribution channels.

• Proven experience working directly with advisors, professionals, and clients.

• Ability to evaluate the likelihood of the bank’s participation in a lending proposal following a preliminary review and analysis.

• Experience collaborating closely with Manulife Private Wealth, Retail, Insurance, and Securities partners.

🏝️ Benefits

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

• Health insurance coverage.

• Dental insurance.

• Mental health support.

• Vision insurance.

• Short-term and long-term disability insurance.

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

• Benefits for adoption and surrogacy.

• Wellness benefits.

• Employee and family assistance programs.

• Retirement savings plans.

• Pension plan.

• Global share ownership program with employer matching contributions.

• Financial education and counseling services.

• 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 initiatives.