Bilingual technology consultant supporting Manulife financial advisors with escalated IT issues, Microsoft 365, cybersecurity, and technology adoption across Eastern Canada.
Responsibilities
Support independent financial advisors with escalated technology issues by assessing situations, coordinating internal support, and guiding issues through resolution
Provide direct assistance for technology issues within the role’s scope and capability
Liaise between advisors and internal support teams to advance issues, reduce business disruption, and communicate recurring pain points
Help advisors understand, adopt, and effectively use Manulife technologies, services, approved workflows, and support resources
Deliver tailored one-to-one coaching and develop advisor-facing job aids and guidance materials
Provide guidance on technology standards, cybersecurity, data handling, technology risk, and evaluation of technology products and services
Support new advisors and transitioning practices with technology setup, access, and readiness activities
Contribute to technology-related business changes, including branch openings, relocations, and renovations
Support advisors in English and French across the Eastern region, including Quebec and Atlantic Canada, and support the corporate branch model as needed
Requirements
5+ years of experience in technology support, advisor support, field support, or a similar client-facing IT role
Strong understanding of end-user technology environments, including devices, peripherals, Microsoft 365 tools, connectivity basics, and common business technology challenges
Experience assessing issues, triaging support needs, and coordinating resolution across multiple teams
Strong working knowledge of Microsoft 365 and related collaboration and productivity tools
Ability to explain technical concepts clearly to non-technical users in both English and French
Post-secondary education in a related field or equivalent practical experience
Bilingual proficiency in English and French, written and spoken
Willingness and ability to travel within the Eastern region as required
Experience in financial services or supporting independent financial advisors preferred
Strong customer service mindset preferred
Sound judgment in identifying the appropriate path for issue resolution and engaging internal experts preferred
Highly organized and responsive, with the ability to manage multiple priorities preferred
Ability to balance advisor support with applicable policies, technology standards, and risk considerations preferred
Benefits
Incentive programs and incentive compensation tied to business and individual performance
Health benefits
Dental benefits
Mental health benefits
Vision benefits
Short- and long-term disability insurance
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Paid holidays, vacation, personal, and sick days
Statutory leaves of absence
Flexible environment supporting well-being and inclusion
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