Managing Director, Advice

6 months ago

Toronto, 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

**The opportunity**

The Managing Director, Advice & Support will work with the Head of Manulife Investment Management (MIM) Advisor Group and Head of Private Wealth and the leadership team to:

- Lead the transition advice team responsible for retaining clients transitioning from one employer to another and appropriately triaging the client to an advisor who can make valuable contributions for the client in terms of their holistic financial needs.
- Define the overall approach to deliver client service and sales support across all wealth advice models with a focus on creating an efficient organization that delivers world class services to clients across the wealth spectrum while mitigating risk to the firm.
- Oversee the high net worth client service and investment counsellor/advisor support team and the wealth & retirement client and advisor support team.
- Actively review and implement relationship management, sales effectiveness, triage and workflow process improvements.
- Instill a client first approach with strong culture of integrity and a strong focus on compliance and risk.
- Represent the MIM Advisory business on corporate and head office initiatives and champion operational and technology projects.
- Work to build the implementation of the digital-first hybrid advice model, together with other leaders and partners. Attend as a key partner at the leadership table for core partners to the MIM Advisory business, as appropriate.

**How will you create impact?**

This role reports directly to the Head of MIM Advisory Group and Private Wealth in Global Wealth & Asset Management and will play a key role in driving value for clients transitioning from one employer to another, and will be key in building, together with leadership and key partners, a triage model for the teams so that clients are placed with the advisor within our advice teams best suited to drive value for them based on their needs. The Managing Director, Advice & Support will create true impact for all our advice teams by building true centers of excellence in client service and sales support that enhance the client, employee and partner experience.

**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**
- 10+ years of people leadership experience in wealth management or financial advice, including specifically leadership of client facing advice teams.
- Extensive knowledge of financial services and/or wealth management, as well as an understanding of client service and sales support operating models.
- Ability to lead through change and build resilient client-facing teams with client-first mindset.
- Process improvement expertise to drive efficiency and improve the client, employee and partner experience.
- Collaborative approach and strong relationship building capabilities to get results and remove obstacles to success.
- Performance and results oriented.
- High degree of integrity and professional.
- Strong communicator. Position may be primarily located in Montreal or Toronto.

**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.

**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.

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading internationa

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