Internal Wholesaler
The Manufacturers Life Insurance Company
Montreal, QC CA
4d ago

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Do youhave a passion for Capital Markets and Investment Management? Are you a motivated self-starter who wants to be rewarded for your own high performance?

As a Business Development Manager, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-

leading access to Portfolio Managers and Strategists ,providing proactive sales and business building ideas. With a solid understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions.

Working with an External Wholesaler and Territory Coordinator, you will be accountable for sales growth and relationship management within a defined region.

Your exceptional knowledge of wealth products, such as Mutual Funds, Segregated Funds, ETFs and Separately Managed Accounts, will be beneficial as you grow your career at Manulife.

Who we are looking for :

  • Demonstrated ability to persuade and negotiate through consultation and active listening skills
  • Effective presentation skills and delivery to engage with different audiences
  • Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
  • Proven sales acumen, business development and prospecting aptitude
  • Execution of a repeatable and measurable sales process
  • Aptitude for technological advancements as a way to improve efficiencies and effectiveness
  • Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications
  • Willingness to become an expert in Wealth Management solutions and strategies through leadership and a strong sense of self awareness
  • Our successful Internal Wholesalers have a strong desire to succeed and they are :

  • Positive and energetic
  • Self-motivated
  • Adaptable to change
  • Coachable
  • Where can this role take you?

    Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long term professional career path with a focus on business development within an established and defined training program into becoming an External Wholesaler.

    Roles in our Banking, Insurance, Marketing, Product Management and Asset Management areas are also open to you.Along with monthly sales incentives and annual bonuses, and our robust onboarding process, we offer continuing educational support with a comprehensive benefits program.


  • College or University degree in a related field is required
  • Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
  • Knowledge of Wealth Management products (mutual funds, ETFs, segregated funds) and an understanding of global financial markets
  • Successful completion of industry related courses such as CSC, IFIC, CFP (or working towards completion of industry related courses) is preferred
  • Bilingual (English and French both spoken and written)
  • We are renowned for putting the best people in front of Canada’s best advisors, every day. Join our growing team of Internal Wholesalers.

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