Assistant, national accounts

1 week ago


Old Toronto, Ontario, Canada Société Financière Manuvie Full time

Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. Découvrez comment vous pouvez faire progresser votre carrière, avoir une influence et susciter un réel changement avec notre équipe gagnante dès aujourd'hui.

Semaine de travail comprimée

Hybride

Description d'emploi

The opportunity:

The National Accounts team is responsible for the sales and growth of the firm's retail platform and works with Manulife's most important distribution partners to increase wealth sales across multiple channels and platforms. The team manages business and head office relationships with senior executives, fund analysts, marketing, product, and training leads in addition to being the quarterback for key internal and external relationships.

Reporting to the AVP, National Accounts, the Assistant role will play a crucial part in supporting the team's efforts to achieve its key objectives. For individuals with a strong organizational and collaborative nature, this position offers an exciting opportunity to be part of a dynamic and fast-paced team committed to delivering value to our clients.

Key Accountabilities:
  • Provide support for the team's sales and service needs related to funds held on dealer product shelves, recommended lists, models, sub-advised and SMA/UMA platforms.
  • National Accounts initiatives: assist in planning, material preparation and coordination of national accounts projects and initiatives, including team meetings, offsites and other employee/client focused meetings and events, demonstrating professionalism and strong communication skills in person, via email and over the phone.
  • Communications: Delivery of weekly National Accounts email in collaboration with team leads.
  • Document Management: Prepare and edit reports, presentations, and other documents, ensuring accuracy and adherence to company guidelines. Prepare, edit and distribute minutes of meetings and other governance reporting. Manage the National Accounts presence on Seismic and SharePoint.
  • Administrative Support: Provide high-level administrative support to National Accounts Leads, including handling of sensitive information, expense, and calendar management, and coordinating meetings and appointments. Including the creation of new vendors when necessary.
  • Client Records and CRM: create and edit client's information as necessary on SalesForce and Seismic. Pull reports as necessary from internal data sources (example: SalesForce and Power BI).
  • Events Management: Coordination of all National Accounts conference needs. Including:
  • Pre-and Post event co-op requirements (taking into account the National Instrument and Sales Practice guidelines)
  • Communicating speaker, marketing and content needs
  • Registering speakers for events, ensuring they have rooms booked when needed
  • Coordinate booth set up and tear down
  • Venue sourcing and A/V requirements when necessary
  • Tracking events & requirements in weekly National Accounts meetings
  • Submitting requests for all speakers
  • CE Credits: Submitting for CE credits before or after event
  • Submitting presentation and sign in sheet to CE Centre for approval and distributing credits
  • Confidentiality: Maintain strict confidentiality of sensitive information, including client data and company/employee records.
  • Team Collaboration: Work closely with other members of the team, including partners across sales, marketing, HR, legal, compliance, operations, product, analytics and other business lines to ensure the overall efficiency and effectiveness of the National Accounts Initiatives.
  • Champions a high-performance environment with the ability to work under tight timelines and competing demands with the ability to prioritize and focus, all the while maintaining professionalism and composure.
Job Requirements:
  • Undergraduate degree strongly perferred
  • Previous experience in a similar role, preferably within the financial industry.
  • Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
  • Fluent in CRM / SalesForce and PowerBI an asset
  • Exceptional organizational and time management skills.
  • Excellent verbal and written communication skills
  • Strong attention to detail and ability to prioritize tasks effectively.
  • Proven ability to work in a team environment.
  • Discretion and the ability to handle sensitive information with integrity
  • Knowledge of financial terminology and concepts is a plus but not required.
  • Ability to build effective partnerships.
  • Unwavering curiosity and a passion for learning

What 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 work-life balance.
  • Professional development and leadership opportunities

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.
Our commitment to you
  • Values-first 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 stakeholders and has a positive social and environmental impact.

À propos de John Hancock et de Manuvie

John Hancock est une unité de la Société Financière Manuvie, un groupe mondial et chef de file des services financiers qui aide les gens à prendre plus facilement des décisions et à vivre mieux. Nous exerçons nos activités principalement sous les noms John Hancock aux États-Unis et Manuvie à l'échelle mondiale, y compris au Canada, en Asie et en Europe. Nous proposons des conseils financiers ainsi que des solutions d'assurance et de gestion de patrimoine et d'actifs à des particuliers, à des groupes et à des institutions. Au 30 juin 2021, l'actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens milliards de dollars américains). La Société Financière Manuvie est inscrite aux bourses de Toronto (TSX), de New York (NYSE) et des Philippines (PSE) sous le symbole « MFC » et à la Bourse de Hong Kong (SEHK) sous le symbole « 945 ». Vous pouvez consulter le site de Manuvie à l'adresse

John Hancock, une des plus importantes sociétés d'assurance vie aux États-Unis, offre à plus de 10 millions d'Américains une vaste gamme de produits financiers, y compris des produits d'assurance vie, de rente, de placement, ainsi que les régimes 401(k) et les régimes d'épargne-études. Pour de plus amples renseignements au sujet de John Hancock, rendez-vous à l'adresse

Manuvie est un employeur qui souscrit au principe de l'égalité d'accès à l'emploi

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d'attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d'un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l'ascendance, du lieu d'origine, de la couleur, de l'origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l'orientation sexuelle, des caractéristiques génétiques, du statut d'ancien combattant, de l'identité de genre, de l'expression de genre, de l'âge, de l'état matrimonial, de la situation de famille, d'une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d'éliminer les obstacles à l'accès égalitaire à l'emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d'aménagement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d'aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d'aménagement raisonnable dans le cadre du recrutement, écrivez à

Salaire et avantages sociaux

Le salaire de base annuel pour ce poste est indiqué ci-dessous.

Région principale

Toronto, Ontario

L'échelle salariale devrait se situer entre

$46,200.00 CAD - $77,000.00 CAD

Si vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à pour obtenir l'échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l'expérience et l'éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l'entreprise et au rendement individuel.

Manuvie offre aux employés admissibles une vaste gamme d'avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d'aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d'épargne-retraite (y compris des régimes de rente et un programme international d'actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d'éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.


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