Regional Director, Specialized Lending
5 days ago
As part of one of Canada's largest financial organizations, Manulife Bank offers a variety of innovative products and services including Manulife One, credit cards, Specialized Lending loans and high interest bank accounts that focus on growth, security, and flexibility. Throughout our history, we've been guided by the conviction that banking plays a central role in the financial health of Canadians. And, because everyone's financial situation is unique, we work closely with independent financial professionals who understand our customers' overall financial objectives and can help ensure they find the banking solutions that are right for them. Manulife Bank's Specialized Lending team is responsible for partnering with advisors to provide solutions that help their high net-worth clients, grow, protect, and transfer their hard-earned wealth. The Specialized Lending team helps craft solutions to allow advisors to maximize the insurance and investment strategies they've put in place for these clients. Well versed in insurance and investment strategies, this team is adept in constructing lending solutions that are easy to understand, suited to a client's individual needs and align with the advisor's strategies for their clients.
Reporting to the AVP, Head of Specialized Lending Solutions the Regional Director Specialized Lending Solutions (RDS) role is responsible for providing specialized lending and mortgage solutions directly to end clients and in active collaboration with Financial Advisors within a specified territory. The RDS actively works with advisors, centres of influence, and clients to generate specialized lending and commercial mortgage opportunities. They then craft a lending solution that magnifies the impact of the advisor's financial plan for their clients.
Key Accountabilities:
Serve as the face for Manulife Life Bank's specialized lending team in an assigned territory, demonstrating the highest level of professionalism and integrity. Actively promote and provide solutions support for specialized lending products, commercial mortgages and associated banking solutions in direct collaboration with Financial Advisors in a specified territory Contribute to the business development activities of the regional/national solutions team through the promotion of new products, product enhancements and special initiatives by way of phone, electronic and face-to-face presentations. Contribute to the growth and profitability of the territory by maintaining a regular advisor contact program to ensure effective management and expansion of each Advisor relationship. Support financial advisors by working directly with centers of influence, professional advisors and end clients. Actively demonstrate the merits of integrating specialized lending solutions with the Advisor's traditional insurance and investment business.
Act as problem solvers to improve organizational efficiency and effectiveness by highlighting opportunities for improvement in operational areas. Act as a conduit for feedback from the field by relaying ideas for improving existing products and services as well as new product opportunities. Present complete packages to underwriting that demonstrate your knowledge of the transaction, the advisor's financial strategy and why the bank should be participating in the transaction.
Knowledge/Skills/Competencies:
- Excellent consultative sales capability, including prospecting, fact finding, presenting solutions, closing and servicing skills
- Strong ability to read and assess corporate financial statements against bank policies
- Highly organized and self-disciplined
- Excellent written and oral communication skills
- Excellent negotiation skills
- Seasoned presentation skills across various formats
- Working knowledge of permanent life insurance
- Aptitude for learning and utilizing technology for business purposes
- Solid financial services and banking industry knowledge
- 5 or more years of financial services experience
Ability to travel throughout territory
Key Problems/Challenges:
- Handle multiple tasks, spanning diverse area of responsibility, in a thorough and expeditious manner by effectively organizing and prioritizing workflows
- Working with and coordinating bank initiatives across multiple distribution channels as well as working directly with advisors, professionals and clients
- Ability to assess the likelihood of the bank's participation in a lending proposal after preliminary review and analysis
- Working closely with Manulife Private Wealth, Retail, Insurance and Securities partners to foster a One Team approach for our advisor partners
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.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Working Arrangement
Remote
Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.
-
Manager, Specialized Lending
5 days ago
Toronto, Ontario, Canada Manulife Full time $80,700 - $145,260 per yearJob SummaryThe role of the Manager, Specialized Lending Solutions for Manulife Bank's Specialized Lending Distribution team is to coach a sales team on how to promote advisor based insurance and investment lending through meaningful conversations that lead to new investment/RSP loan business, a referral to a Regional Director (RDS) or Private Lending...
-
Toronto, Ontario, Canada DUCA Credit Union Ltd. Full time $80,000 - $120,000 per yearWhy DUCA?We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.We...
-
Director of Marketing, Direct Lending
2 weeks ago
Toronto, Ontario, Canada Fairstone Bank Full time $120,000 - $180,000 per yearAbout UsIt's an exciting time at Fairstone Bank and here is a fantastic opportunity to join the Marketing organization as a Director of Marketing, Direct Lending.At Fairstone we're a customer-obsessed financial services company redefining how Canadians access and experience lending. Our culture is built on doing what's right and working together to get...
-
Regional Director
2 weeks ago
Toronto, Ontario, Canada CarePartners Full time $120,000 - $180,000 per yearWho We AreCarePartners is one of Ontario's largest accredited home health care providers, providing nursing, personal support, therapy and rehabilitation support services for patients of all ages. We care for approximately 72,000 patients each year in homes, schools, clinics, workplaces and retirement homes, through our 24 locations and 24 nursing clinics....
-
Divisional Special Constable
2 weeks ago
Toronto, Ontario, Canada Peel Regional Police Full time $70,010 per yearPositing Title:Divisional Special ConstableDepartment:21 Division PlatoonsStatus:Regular, Full-TimeSalary:$70,010.00Grade:C7Open Positions:10Job Id:500649Additional Info:*** See BelowOpen Date: Close Date: Are you confident, physically fit and highly motivated with excellent communication skills, an ability to maintain composure, and experience in...
-
Regional Sales Director
1 week ago
Toronto, Ontario, Canada Ascom Full time US$100,000 - US$150,000 per yearThe Regional Sales Director (Senior Channel Manager) is a key role within the Ascom Partner Program, responsible for managing and expanding relationships with strategic partners, developing and executing sales strategies for Channel Partners (Resellers), and delivering against agreed sales targets to contribute to overall regional sales goals. This role...
-
Toronto, Ontario, Canada Dimensional Fund Advisors Full timeFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $155,000 - $185, This role is also bonus eligible. Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the...
-
Regional Director, Sales
1 week ago
Toronto, Ontario, Canada Neo Financial Full timeJoin us to build a more rewarding financial future for all CanadiansAt Neo, we're on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly expanding tech startup isn't for everyone. It's complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is...
-
Toronto, Ontario, Canada EQ Bank Full time $120,000 - $180,000 per yearJoin a Challenger Being a traditional bank just isn't our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you're passionate about redefining the future of banking—while having...
-
Toronto, Ontario, Canada BNI Global Full time $80,000 - $120,000 per yearPosition Summary:The role of Regional Director (RD) is critical to the success of Members and Chapters of BNI. The RD is actively engaged in team building, training, education, goal setting and attainment, and leading the Regional Team and ensuring business growth for Members and the region. The RD sets the vision for the Region and develops a professional...