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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing regional business plans, achieving sales objectives, and building strong relationships with financial advisors. Proficient in investment solutions, including segregated funds and annuities, with a strong understanding of the Canadian financial-services industry.
Highest-signal resume keywords
Investment Sales ExperienceKnowledge Of Segregated FundsStrong Presentation SkillsRelationship-Building CapabilitiesData-Driven Decision-Making
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 Pipeline ManagementBusiness PlanningMarket Opportunity AnalysisProspectingAdvisor DevelopmentWealth Transfer SolutionsEstate PlanningRetirement SolutionsInvestment Solutions KnowledgeInsurance Concepts Explanation
Soft Skills
Communication SkillsOrganization SkillsPrioritization Skills
Certifications & Qualifications
IFICCSC
Industry Keywords
Canadian Financial-Services IndustryCapital MarketsFinancial AdvisorsGuaranteed Interest AccountsMutual FundsETFsAnnuitiesInvestment LandscapeGWS SolutionsAdvisor Presentations
About the role
Key responsibilities & impact- Develop and execute a regional business plan tied to sales, advisor development, and market opportunity
- Own the territory, pipeline, and business results
- Achieve product and regional sales objectives across Manulife GWS solutions
- Prospect and build new relationships with financial advisors
- Identify client and practice opportunities involving guarantees, estate planning, wealth transfer, and retirement solutions
- Provide advisors with ideas, insights, and strategies to grow their businesses and serve clients
- Convert opportunities into sustained advisor relationships
- Develop knowledge of Manulife segregated funds, Guaranteed Interest Accounts, annuities, and the broader investment and competitive landscape
- Deliver advisor presentations and practice-development conversations
- Partner with the internal wholesaler and Business Development Associate
- Collaborate with field partners across Manulife Investments, Manulife Insurance, Manulife Bank, and key account relationships
- Share ideas, successes, and lessons with peers and contribute to improving GWS sales practices
Requirements
What you’ll need- 5+ years of investment sales or relevant financial-services experience
- Strong knowledge of the Canadian financial-services industry and capital markets
- Experience working with insurance-licensed financial advisors and investment solutions
- Knowledge of segregated funds, Guaranteed Interest Accounts, and annuities
- Knowledge of mutual funds, ETFs, and other investment solutions is an asset
- Strong presentation, communication, and relationship-building capabilities
- Demonstrated ability to prospect, develop a territory, and move opportunities through a sales pipeline
- Strong business planning, organization, and prioritization skills
- University degree or equivalent business experience
- IFIC or CSC completion is preferred
- Ability to build advisor relationships and develop new business
- Ability to explain complex investment and insurance concepts clearly
- Data-driven decision-making and pipeline management skills
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Health, dental, mental health, and vision benefits
- 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 working environment
- Learning and career growth support
- Well-being and inclusion support