Vice President leading private - company capital and liquidity solutions at Clarity. Originating mandates, managing senior relationships, and building the commercial team.
About the role
- District Vice President growing Manulife Investments sales through British Columbia financial advisors. Building relationships, promoting investment products, and achieving regional production goals.
Responsibilities
- Develop and implement a strategy that establishes Manulife Investments in sales channels
- Promote all Investment products directly to Financial Advisors
- Use a solution-based approach to selling
- Achieve sales targets and annual production goals
- Identify and pursue new relationships within the Financial Advisor network
- Provide insights to advisors to help them develop their business
- Deliver advisor and investor seminars
- Collaborate with the internal wholesaler and territory coordinator to develop new sales
- Develop professional working relationships with Manulife field partners, Investments representatives, Professional Services Team, and key partners across business divisions
- Maintain agreed-upon virtual and face-to-face contact with regional Advisors
- Record daily activities in the contact management system
- Develop and share sales, marketing, business development ideas, strategies, and standard methodologies with peers and Advisors
- Build new relationships and solidify existing relationships with Financial Advisors
- Cover the Vancouver and Fraser Valley area
Requirements
- 3+ years Investment Sales experience
- Extensive and detailed knowledge of the Financial Services industry and capital markets
- Experience participating in the sale of Investment Products through MFDA, Select Non-Bank IIROC, or similar channels
- In-depth knowledge of mutual fund, ETF, and SMA platforms
- Successful completion of IFIC mutual funds course or CSC preferred
- Ambitious and highly organized
- Proven decision-making skills
- Project and business planning skills
- Creative thinking
- Interpersonal and communication skills, including listening, conflict resolution, and presentation skills
- Computer proficiency
- Knowledge of all aspects of the sales process
Benefits
- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental coverage
- Mental health benefits
- Vision coverage
- Short- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
- Flexible working environment
- Learning and career growth support
- Well-being and inclusion support
Job title
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Experience level
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Degree requirement
No Education Requirement
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