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Agent(e) d'assistance BienPlanifier
2 weeks ago
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.
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