Business Development Associate

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 Guaranteed Investments sales team is looking for an energetic, motivated, and focused team member. If you want to be part of a team at the center of sales activities, that constantly challenges you, and provides an opportunity to impact our advisor partners and clients, this role is for you

A basic knowledge of retail wealth products, such as Segregated Funds, Guaranteed Interest Accounts and Annuities will provide you with a high probability of success in this role.

**Job Requirements**:

- Post-secondary education is required
- Strong written and verbal communication is required
- Strong PC skills and the ability to learn new technologies quickly. Experience using Microsoft Office, specifically, Word and Excel to produce reports for sales analysis (Pivot Tables and V Look Ups)
- Experience in banking or financial planning is an asset
- Experience in administrative duties
- Strong time management skills and the ability to prioritize
- Takes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter
- Flexible and adaptable to change, including changing priorities and tight deadlines
- Strong problem-solving and analytical skills; ability to investigate problems without supervision
- Canadian Securities Course (CSC) or IFIC course is considered an asset
- Experience in segregated funds business or brokerage/financial planning industry is an asset
- Bilingualism (English/French/Mandarin) is an asset, but not required

**Key Accountabilities**

Marketing and Sales Support
- Coordinate and promptly distribute advisor marketing material requests, event sponsorships and charitable donations that adhere to Manulife’s policies
- Create mailing groups that target market segments to promote specific funds or product features
- Participate in the development, monitoring and execution of the Territory Business Plan, including monitoring the wholesaler’s budgets and proactively identifying potential overages
- Act as a conduit to all sales and marketing activities to ensure maximum impact in the sales territory
- Collaborate with various departments (i.e., Compliance, Client Services, Marketing, Events, Product team) when needed

Utilize and Leverage Technology
- Adhere to Canada Anti-Spam Legislation (CASL) when sending e-marketing campaigns (e-blasts)
- Collaborate with Digital Marketing to facilitate e-marketing campaigns and create templates
- Manage your wholesaling team’s eNewsletter distributions lists and e-marketing campaign strategy

Advisor Meetings/Small Events
- Coordinate regular team meetings with yourself, the BDM and DVP
- Request access to Portfolio Managers, Capital Markets and the Tax & Estate Planning Services team and prepare a briefing document to notify the speaker(s) of the advisor audience
- Assist your wholesaling teams in planning and executing educational, business promotional and industry professional events/activities (i.e. branch meetings, webinars, lunch or dinner meeting, etc.)
- Take ownership of the event planning including the booking the venue, choosing the menu (if applicable), creating and deploying the invite and follow-up, managing RSVPs, paying the vendors, tagging the advisors through Salesforce, remaining within budget, etc.
- Book local restaurants to support advisor meetings
- Source and distribute marketing materials and promotional items to advisors (as requested)
- You will be required to occasionally travel for training, meetings and potentially to execute certain territory events

**This is the job for you because you**:

- Balance multiple priorities while maintaining a high level of accuracy and attention to detail
- Are flexible and adaptable when dealing with changing priorities and tight deadlines
- Excellent problem-solving and analytical skills
- Investigate problems without supervision
- Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment
- Demonstrate tact and professionalism while mitigating risk
- You thrive in teams and enjoy getting things done together
- 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

LI-Hybrid

M-CA-IN-CM

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our