District Vice President (External Wholesaler) at Manulife
Ontario, Ontario, Canada -
Full Time


Start Date

Immediate

Expiry Date

26 Nov, 25

Salary

0.0

Posted On

27 Aug, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Capital Markets, Decision Making, Sales Process, Participation, Investment Sales

Industry

Marketing/Advertising/Sales

Description

Reporting to the VP Regional Sales for Ontario, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels. Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution based method to selling.
Success will be measured through the establishment of new sales in Manulife Investment products. Building new relationships as well as solidifying existing ones will also be key.

REQUIRED QUALIFICATIONS:

  • 5+ years Investment Sales experience with extensive and detailed knowledge of Financial Services industry and capital markets.
  • Participation in the sale of Investment Products through one or more of the following: MFDA, Select Non-Bank IIROC.
  • In-depth knowledge of mutual fund, ETF, and SMA platforms.
  • Successful completion of IFIC mutual funds course or CSC.
  • Ambitious and highly organized.

Proven strength in:

  • Decision making
  • Project and business planning
  • Creative thinking
  • Interpersonal/communications:
  • Listening, resolving conflict and presentations skills
  • Computer proficiency
  • All aspects of the sales process

Territory Coverage:
Predominately MGA and MFDA with some non-bank IIROC coverage.
Greater GTA / GTA West (Toronto to Burlington).

Responsibilities
  • Achieve aggressive sales targets and annual production goals.
  • Identify and pursue new relationships within the Financial Advisor network.
  • Provide new insights to advisors to help them develop business.
  • Give advisor and investor seminars.
  • Work with the internal wholesaler and territory coordinator to develop new sales.
  • Develop effective and professional working relationships with other Manulife field partners including representatives from Manulife Investments, Professional Services Team and key partners in all Business Units.
  • Maintain agreed upon levels of virtual and face to face contact with the Advisors in the region and record daily activities using the current contact management system.
  • Develop and share ongoing standard methodologies, sales, marketing and business development ideas and strategies with peers and Advisors.
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