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

• Compile comprehensive packages for underwriting that showcase transaction knowledge, the advisor’s financial strategy, the client’s business, and the justification for bank involvement.

• Play a role in regional and national business growth by promoting new products, product enhancements, and special initiatives through various communication methods including phone, electronic, and in-person presentations.

• Enhance and boost territory profitability through consistent engagement with advisors and the expansion of relationships.

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

• Showcase the advantages of integrating specialized lending solutions with advisors’ insurance and investment offerings.

• Identify opportunities for operational improvements and contribute to enhancing organizational efficiency and effectiveness.

• Communicate field insights and suggestions for refining existing products and services and for creating new product opportunities.

• Report directly to the AVP, Head of Specialized Lending Solutions.

⛳️ Requirements

• Exceptional consultative sales skills, including prospecting, fact-finding, presenting solutions, closing, and providing service.

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

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

• Highly organized and self-motivated.

• Outstanding written and verbal communication abilities.

• Strong negotiation skills.

• Proficient presentation skills across various platforms.

• Familiarity with permanent life insurance.

• Ability to learn and apply technology for business needs.

• Comprehensive knowledge of the financial services and banking sector.

• Willingness to travel within the assigned territory.

• Capacity to manage multiple tasks across diverse responsibilities while effectively organizing and prioritizing workloads.

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

• Ability to evaluate the potential for bank involvement in a lending proposal following initial review and analysis.

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

• Bilingual proficiency in English and French is an asset; required for successful candidates in Québec.

🏝️ Benefits

• Incentive programs and compensation based on business and individual performance.

• Comprehensive health insurance.

• Dental insurance coverage.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability insurance.

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

• Adoption and surrogacy benefits.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings plans, including pension options.

• Global share ownership program 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.

• Support for well-being and inclusion initiatives.