Agent(e) d'assistance BienPlanifier

2 weeks ago


Halifax, Nova Scotia, Canada Company 1 - The Manufacturers Life Insurance Company Full time

Description

Summary

Our PlanRight Support team assists members with Group Retirement plans regarding transactions and investment inquiries. This includes fund direction and changes, management fees, rates of return, and fund rationalizations. The team operates from 9:00 am to 5:00 pm, Monday to Friday, totaling 37.5 hours per week.

Job Responsibilities:

  • Handle inbound, outbound, and email databases to provide education and guidance to members
  • Gather and accurately record customer information for compliance within CRM tool
  • Provide professional customer experience
  • Position value of advice for successful referrals
  • Process service-related needs for clients
  • Stay updated on changes in legislation, products, and processes
  • Handle advisor toll-free line

What Motivates You?

  • Obsess about customers and act for their benefit
  • Think big and find ways to enable business outcomes
  • Thrive in teams and accomplish tasks together
  • Take ownership, build solutions, and focus on what matters
  • Work with integrity and speak up
  • Help build a diverse and inclusive work environment

What We Are Looking For

  • Post-secondary education in finance, business, or related field
  • 1-2 years of Financial Services experience, preferably in phone services
  • Bilingual with strong listening and customer service skills
  • Ability to consult with all customers and adapt to evolving business needs
  • Strong analytical and problem-solving skills

Assets (preferred but not necessary):

  • Background in financial services industry
  • Understanding of investment products available to Canadian investors
  • Knowledge of segregated funds

What We Can Offer You?

  • A competitive salary and benefits packages
  • Growth opportunities, flexible work policies, and work-life balance
  • Professional development and leadership opportunities

Our Commitment to You

  • Values-first culture
  • Boundless opportunity for learning and career growth
  • Continuous innovation in financial services
  • Promoting Diversity, Equity, and Inclusion
  • Championing Corporate Citizenship

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that simplifies decisions and enhances lives. Operating globally, we offer financial advice, insurance, and wealth management solutions. At the end of 2022, we had a vast employee base and managed significant assets. We trade as 'MFC' on major stock exchanges.

Manulife is an Equal Opportunity Employer

Salary & Benefits

Annual base salary listed includes variations depending on location and job-related factors. Incentive programs and retirement plans are available for eligible employees.

Primary Location

Canada, Quebec, Montreal

Salary range expected:

$43,800.00 CAD - $73,000.00 CAD

If applying outside primary location, contact for specific salary range. Benefits include health, dental, mental health, vision coverage, retirement savings plans, and various leave options.



  • Halifax, Nova Scotia, Canada Via Rail Canada Full time

    -Numéro de référence:SSA_HLFX_042023Statut:Permanent - temps pleinCatégorie d'emploi:Services à la clientèleVille:HALIFAXProvince:Nouvelle-ÉcosseSalaire annuel / Taux horaire:26.28Nombre de postes disponibles:15Date limite: Description:VIA Rail Canada Inc. est présentement à la recherche de 15 Agent(e)s aux services à bord des trains pour le...


  • Halifax, Nova Scotia, Canada Via Rail Canada Full time

    -Numéro de référence:SSA_HLFX_052023Statut:Permanent - temps pleinCatégorie d'emploi:Services à la clientèleVille:HALIFAXProvince:Nouvelle-ÉcosseSalaire annuel / Taux horaire:26.28Nombre de postes disponibles:15Date limite: Description:VIA Rail Canada Inc. est présentement à la recherche de 15 Agent(e)s aux services à bord des trains pour le...

  • Core Agent

    2 weeks ago


    Halifax, Nova Scotia, Canada Muir Hotel Full time

    Located in the absolute centre of downtown in the vibrant Halifax Waterfront, in the heart of the new Queen's Marque district, Muir offers elevated hospitality inspired by the spirit, culture and natural beauty of Nova Scotia. In each of our departments, our team shares a common goal - providing an exceptional customer experience in a clean, comfortable...

  • Return Agent

    2 weeks ago


    Halifax, Nova Scotia, Canada Enterprise Holdings Full time

    Get on the fast track to a more rewarding career with National Car Rental and Alamo Rent A Car - teams that are committed to quality, innovation, customer satisfaction and employee development.We are a multibillion-dollar industry leader that is rapidly expanding and growing. At National and Alamo, exciting careers and opportunities are made possible,...

  • Return Agent

    2 weeks ago


    Halifax, Nova Scotia, Canada Enterprise Mobility Full time

    Enterprise Mobility operates the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental brands and has frequently been named one of the top places to work. Enterprise Mobility is the largest and fastest growing privately owned automotive rental and leasing company in North America and we are hiring now We are working towards our shared vision to be...

  • Return Agent

    2 weeks ago


    Halifax, Nova Scotia, Canada Enterprise Holdings Full time

    Overview Enterprise Mobility operates the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental brands and has frequently been named one of the top places to work. Enterprise Mobility is the largest and fastest growing privately owned automotive rental and leasing company in North America and we are hiring now We are working towards our shared...


  • Halifax, Nova Scotia, Canada Via Rail Canada Full time

    -Numéro de référence:SSA_HLFX_042024Statut:Permanent - temps pleinCatégorie d'emploi:Services à la clientèleVille:HALIFAXProvince:Nouvelle-ÉcosseSalaire annuel / Taux horaire:27.45Nombre de postes disponibles:15Date limite: Description:VIA Rail Canada Inc. est présentement à la recherche des agent(e)s aux services à bord des trains pour le terminal...

  • Guest Service Agent

    2 weeks ago


    Halifax, Nova Scotia, Canada Muir Hotel Full time

    Located in the absolute centre of downtown in the vibrant Halifax Waterfront, in the heart of the new Queen's Marque district, Muir offers elevated hospitality inspired by the spirit, culture and natural beauty of Nova Scotia. In each of our departments, our team shares a common goal - providing an exceptional customer experience in a clean, comfortable...


  • Halifax, Nova Scotia, Canada Ideaboxpro Full time

    Our company seeking a highly motivated and detail-oriented Marketing Agent to join our dynamic marketing team. This is a great opportunity for an individual who is passionate about marketing and eager to learn and grow in a fast-paced environment.Responsibilities: Support the marketing team in the execution of marketing campaigns and initiatives. Conduct...


  • Halifax, Nova Scotia, Canada beBee Professionals Full time

    beBee Professionals is looking for a Virtual Assistant for E-commerce Services to join our team in Halifax.The successful candidate will be responsible for providing administrative and customer service support to our e-commerce clients. This includes responding to customer inquiries, processing orders, and providing technical support.The ideal candidate...

  • Call Agent

    2 weeks ago


    Halifax, Nova Scotia, Canada Ski de Fond Stoneham Full time

    Overview:We are seeking a dedicated individual to join our team as a Call Agent / Data Entry Operator for our renowned ski resort. If you're enthusiastic about delivering exceptional customer service and have a knack for accurate data entry, this position is perfect for you.Responsibilities: Answer incoming calls promptly and professionally. Assist customers...


  • Halifax, Nova Scotia, Canada Kleinschmidt Group Full time

    A successful Proposal Assistant / Coordinator is a creative, highly organized, self-motivated multi-tasker who provides firm-wide coordination of proposal and qualification packages and procurement process management while interfacing with professional staff from request for proposal (RFP) tracking through document preparation and finalization. The Proposal...

  • E-commerce Assistant

    2 weeks ago


    Halifax, Nova Scotia, Canada Take it Outside Full time

    Take It Outside x The Trail Shop | Halifax is searching for an E-commerce AssistantWHO YOU AREAll trails have led you here. You're a creative, a trailblazer, an outsider. You're one of us.You're our next E-commerce & Assistant. Welcome to the teamTrailblazer. / (ˈtreɪlˌbleɪzə) / noun.You are an outdoor enthusiast. A hiker, camper, climber, etc who loves...


  • Halifax, Nova Scotia, Canada Westin Nova Scotian Full time

    **Guest Service Agent/Night Auditor Clerk The Westin Nova Scotian**How can there be a better job than helping an excited family start their vacation or a road weary traveler rest by checking them into a fresh, clean room? As a Guest Service Agent/ Night Auditor, you are often the first person a guest speaks to so your genuine welcome and appreciation of the...


  • Halifax, Nova Scotia, Canada Halifax Regional Centre for Education (HRCE) Full time

    Work Location: Various Locations (See Notes)Revised July 27, 2018School Based Administrative Assistant School AdministrationHalifax Regional Centre for Education Title School Based Administrative Assistant - School Administration Scope of Responsibilities A School Based Administrative Assistant in the Halifax Regional Centre for Education shall provide the...


  • Halifax, Nova Scotia, Canada New Castle Hotels & Resorts Full time

    Job DescriptionGuest Service Agent/Night Auditor Clerk- The Westin Nova ScotianWhat could be more rewarding than being the friendly face that greets a family ready to embark on an exciting vacation or a weary traveler seeking a comfortable room to rest? As a Guest Service Agent/Night Auditor, you play a crucial role in making guests feel welcomed and valued,...


  • Halifax, Nova Scotia, Canada Signal Crew Comms Full time

    Position: Customer Service AgentLocation: Halifax, NSDepartment: Customer ServiceType: Full-TimeJob Summary:Key Responsibilities:Customer Interaction:Handle and resolve customer complaints and issues with empathy and efficiency.Provide information about products and services, addressing customer needs and concerns.Problem Resolution:Troubleshoot and resolve...


  • Halifax, Nova Scotia, Canada Dalhousie University Full time

    Position Details Position Information Position Title CRISM Knowledge Transfer Agent (KTA) Department/Unit Psychology and Neuroscience Research Project Canadian Research Initiative in Substance Matters (CRISM) Location Halifax, Nova Scotia, Canada Posting Number GP Employee Group Grant-Paid Position Type Term Duration of Contract (if...


  • Halifax, Nova Scotia, Canada Dalhousie University Full time

    Job Summary The Registrar's Office is a large, multi-unit, multi-site operation involved in the entire academic experience of Dalhousie students, from recruitment and admissions through to convocation and beyond. Reporting to the Associate Director, Admissions, the Assistant Registrar will participate in programs relating to admitting and recruiting...


  • Halifax, Nova Scotia, Canada Dalhousie University Full time

    Position Details: Position InformationPosition Title CRISM Knowledge Transfer Agent (KTA)Department/Unit Psychology and NeuroscienceResearch Project Canadian Research Initiative in Substance Matters (CRISM)Location Halifax, Nova Scotia, CanadaPosting Number GP02724Employee Group Grant-PaidPosition Type TermDuration of Contract (if applicable) 1 year, with...