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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in banking and credit with a strong focus on business planning, territory management, and client relationship development. Proficient in delivering effective presentations and innovative sales strategies while ensuring compliance with company policies.
Highest-signal resume keywords
Banking ExperienceBusiness PlanningTerritory ManagementPresentation SkillsNegotiation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentProduct KnowledgeProposal DevelopmentCase AnalysisClient Relationship Management
Soft Skills
Active ListeningDiplomacyConflict ManagementPersuasion
Certifications & Qualifications
Industry Designation
Industry Keywords
Manulife InvestmentsLife Insurance ProductsDebt ManagementLoan SolutionsDeposit Solutions
About the role
Key responsibilities & impact- Promote the Bank’s full range of products and services
- Represent the voice of Customers and Advisors
- Align Client/Advisor needs with technology, product, and service solutions
- Develop, maintain, and expand advisor/referral relationships within a specified geographic territory through regular strategic contact and meetings
- Optimize delivery of value-added products, services, and advice
- Enhance sales efforts through consultation and demonstrate integrated Bank products and services alongside insurance and money products
- Develop, organize, and deliver proposals, business cases, and case analyses to advisors
- Share best practices and collaborate with Manulife Bank Business Development Managers
- Identify opportunities to improve existing products and services
- Partner with Manulife wealth, insurance, and group representatives to promote debt management, loan, and deposit solutions
- Travel within the assigned territory
Requirements
What you’ll need- University degree or equivalent industry experience
- 5 or more years of banking/credit experience
- Business planning and territory management skills
- Ability to persuade and negotiate through consultation and active listening
- Diplomacy and conflict management skills
- Ability to ensure adherence to company policies and compliance standards
- Effective presentation skills for small and large groups
- Ability to innovate in sales strategies, marketing concepts, and product applications
- Valid driver’s license and a vehicle
- Completed or working towards an industry designation (preferred)
- Knowledge of Manulife Investments and life insurance products (asset)
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- 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 in Canada
- Statutory leaves of absence
- Flexible work environment
- Work from home opportunity