Bilingual Relationship Consultant

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

📋 Description

• Oversee relationships with designated Key Accounts and Tier 1-3 MGAs/NAs as a reliable operational partner.

• Act as an escalation point for distributors when standard support channels are unable to resolve issues.

• Facilitate cross-functional investigations, communications, and resolutions for complex operational challenges.

• Advocate for distributors and advisors while aligning with business requirements and operational standards.

• Inform stakeholders about alterations to programs, tools, and processes.

• Detect recurring issues, trends, and opportunities to enhance the distributor experience.

• Conduct training and enablement sessions on Manulife tools and processes.

• Engage in tier-based meetings, conferences, and relationship-building events.

• Establish and nurture relationships with distributors and internal stakeholders.

• Address escalated concerns and keep partners updated throughout the resolution process.

• Represent distributor and advisor viewpoints in small to medium-scale projects.

• Contribute to eNewsletters and Dealer Bulletins.

• Offer frontline insights to inform project decisions and outcomes.

• Participate in User Acceptance Testing (UAT).

• Assist with pilot programs and improve training materials in collaboration with Learning & Development.

• Aid in the planning and execution of the annual EDGE conference.

• Provide informal leadership and mentorship.

• Contribute to the team's value proposition, feedback, and continuous improvement initiatives.

⛳️ Requirements

• Proven experience in the Canadian Insurance industry.

• 3 to 5 years of experience in a relationship-focused role within the Financial Services sector.

• Direct experience in supporting the segregated fund business.

• Post-secondary education or relevant business experience.

• Fully bilingual in French and English.

• Ability to communicate in both English and French to assist clients from various jurisdictions beyond Quebec.

• Strong skills in relationship management and stakeholder engagement.

• Proficient in problem-solving and escalation management.

• Capability to influence and collaborate across multiple business areas.

• Excellent organizational skills with the ability to handle competing priorities.

• In-depth knowledge of the Canadian Insurance and wealth industry.

• Experience in delivering training, education, or enablement programs.

• Ability to identify opportunities for process improvements.

• Comfortable discussing segregated fund products, compensation, and operational processes.

🏝️ Benefits

• Flexible work environment.

• Opportunities for growth and learning.

• Health benefits.

• Dental benefits.

• Mental health benefits.

• Vision benefits.

• Short- and long-term disability insurance coverage.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance plans.

• Retirement savings plans, including pension.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

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

• Statutory leaves of absence.

• Incentive programs and compensation tied to both business and individual performance.