Bilingual Planright Support Agent

7 days ago

Maisonneuve, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.

From our environmental initiatives to our community investments, we lead with values throughout our business.

To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement
Hybrid

Summary


Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations.

The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week.

Job responsabilities:

  • Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool
  • Providing customer experience accurately and professionally
  • Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors
  • Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
  • Ability to process servicerelated needs for clients
  • Meeting productivity and quality objectives established by the department as well as call audits
  • Meet service level agreements on activities related to Welcome calls
  • Proactively staying abreast of changes in legislation, product, and administrative processes
  • Handle advisor toll free line

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for

  • Postsecondary education in finance, business or related field
  • 12 years of Financial Services experience, preferably in phone
  • Canadian Securities Course or IFIC is an asset
  • Bilingual
  • Passion for helping people on a oneonone basis
  • Advanced listening and customer service skills
  • Ability to consult with all customers
  • Ability to adapt to the evolving needs of the business
  • Strong analytical and problemsolving skills

Assets (preferred but not necessary):

  • Background in a financial services industry
  • Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)
  • Knowledge of segregated funds

What we can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong worklife balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Valuesfirst culture
We lead with our Values every day and bring them to life together.

  • Boundless opportunity
We create opportunities to learn and grow at every stage of your career.

  • Continuous innovation
We invite you to help redefine the future of financial services.

  • Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.

  • Championing Corporate Citizenship
We build a business that benefits all collaborators and has a positive social and environmental impact.

About Manulife and John Hancock


Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.

With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.

We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.

At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.

At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion).

We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.


Manulife is an Equal Opportunity Employer

Salary & Benefits
The annual base salary for this role is listed below.

Primary Location
CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest

**Salary ra

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