Advisor Support Manager

1 week ago

Quebec City, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

At Home

**English**

Advisory Services is a nationwide, high performing team, responsible for working with Manulife Financial’s most closely aligned independent advisors

Key Accountabilities:

- Seeking opportunities to provide timely communications to the advisors on new developments and updates on major issues/opportunities being both proactive and reactive in a timely manner in order to minimize impact on advisor relationship.
- Acting as point of escalation for non admin related issues and taking full ownership of the resolution.
- Acting as a champion for the solution, this will involve engaging other departments and possibly other Manulife Business Units and field partners.
- The goal to resolve in a timely and effective manner, acting professionally and in alignment with Manulife values, and managing any business and regulatory requirements that may impact a solution.
- Manage several internal departmental processes as well as on-going support for other members of the advisor support team.

Job Requirements (Knowledge/Skills/Competencies):

- 5 - 7 years in Financial Services industry, preferable dealer or broker environments
- Bilingual, with strong French written communication skills
- University Degree or equivalent industry education.
- Solid understanding of practices and procedures and business knowledge of Manulife Securities
- Strong knowledge of IIROC and MFDA regulations, industry standards and practices
- Strong understanding of regulatory / legal environment issues
- Strong knowledge of Manulife products, concepts and systems
- Strong Business acumen
- Resilient/adaptable (working under extreme business and relationship pressures/stresses)
- Strong communication skills, both written and verbal
- Strong analytical and problem solving capabilities
- Superior influencing and negotiating skills
- Customer centric

**French**

Description d’emploi - Directeur, Soutien aux représentants

Équipe nationale très performante, les Services-conseils sont chargés de travailler avec les représentants autonomes qui entretiennent les liens les plus étroits avec Manuvie.

Le directeur, Soutien aux représentants est essentiel pour la satisfaction et la fidélisation des représentants. En effet, il maintient des relations positives et importantes avec les représentants et assure la résolution des problèmes complexes transmis à un échelon supérieur, en plus de communiquer les renseignements et les occasions d’expansion des affaires et d’en faire la promotion. Le titulaire de ce poste a pour but d’établir d’étroites relations avec les représentants et de voir à leur entière satisfaction. Il est aussi la personne-ressource en ce qui a trait aux principales occasions de vente. Il doit avoir des relations bien établies avec les principaux services de soutien de Manuvie.

Principales responsabilités
- Établir et entretenir d’excellentes relations avec les représentants par des courriels, des conférences téléphoniques et des visites de bureaux.
- Rechercher les occasions de fournir des communications en temps utile aux représentants au sujet des nouveaux développements et des mises à jour sur les principaux enjeux et les principales occasions, en étant à la fois proactif et réactif au moment opportun afin de réduire au minimum l’impact sur la relation avec le représentant.
- Servir de point de transmission à un échelon supérieur pour les questions qui ne sont pas liées à l’administration et assumer la pleine responsabilité de leur résolution.
- Agir à titre de champion pour la solution. Pour ce faire, il devra faire appel à d’autres services et, possiblement, à d’autres unités administratives et partenaires sur le terrain de Manuvie.
- Le but est d’assurer une résolution efficace en temps utile, de se comporter de manière professionnelle en respectant les valeurs de Manuvie, et de gérer toute exigence commerciale ou réglementaire qui pourrait avoir une incidence sur une solution.
- Gérer plusieurs processus internes du service et fournir du soutien continu à d’autres membres de l’équipe de soutien aux représentants.

Exigences (connaissances, aptitudes, compétences)
- De cinq à sept années d’expérience dans le secteur des services financiers, de préférence dans un environnement de courtage (courtier-contrepartiste, courtier)
- Bilinguisme, avec d’excellentes aptitudes pour la communication écrite en français
- Diplôme universitaire ou formation équivalente suivie au sein du secteur
- Excellente compréhension des pratiques et procédures, et conna

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