Bilingual Business Development Associate

5 days ago

Montréal, Canada Manulife Full time

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 challenge you and provide 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.

**Position Responsibilities**:
**Marketing and Sales Support**:

- Coordinate and distribute advisor marketing materials, event sponsorships, and charitable donations in line with company policies.
- Create targeted mailing groups to promote specific funds or product features.
- Participate in developing, monitoring, and executing the Territory Business Plan, including budget oversight.
- Collaborate with departments like Compliance, Client Services, Marketing, and Events as needed to maximize sales impact.

**Utilize and Leverage Technology**:

- Collaborate with Digital Marketing to facilitate campaigns and create templates.
- Oversee eNewsletter distributions and e-marketing strategy for the team.

**Advisor Meetings/Small Events**:

- Coordinate regular team meetings and request access to Portfolio Managers and other specialists for advisor briefings.
- Assist in planning and executing educational and promotional events, including logistics such as venue booking, menu selection, invitation management, and budget adherence.
- Book local restaurants for advisor meetings and distribute marketing materials and promotional items.
- Occasionally travel for training, meetings, and event execution.

**Required Qualifications**:

- **Bilingual (French & English) is required**:

- Post-secondary education is required
- Strong written and verbal communication skills are 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

**Preferred Qualifications**:

- 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 the segregated funds business or the brokerage/financial planning industry is an asset

**When you join our team**:

- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.

**#LI-REMOTE**

**About Manulife and John Hancock**

**Manulife is an Equal Opportunity Employer**

**Referenced Salary Location**

Montreal, Quebec

**Working Arrangement**

Hybrid

**Salary range is expected to be between**

$44,775.00 CAD - $74,625.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

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