Regional Director, Specialized Lending

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About the role

  • Regional Director developing specialized lending and commercial mortgage solutions for Manulife Bank. Partnering with financial advisors to support high-net-worth clients’ wealth strategies.

Responsibilities

  • Serve as the face of Manulife Bank’s specialized lending team in an assigned territory
  • Promote and provide solutions support for specialized lending products and associated banking solutions in collaboration with Financial Advisors
  • Present complete lending packages to underwriting, demonstrating transaction knowledge, the advisor’s financial strategy, the client’s business, and the rationale for bank participation
  • Contribute to regional and national business development through promotion of new products, product enhancements, and special initiatives via phone, electronic, and face-to-face presentations
  • Grow and improve territory profitability by maintaining regular advisor contact and expanding advisor relationships
  • Work directly with centers of influence, professional advisors, and end clients
  • Demonstrate the value of integrating specialized lending solutions with advisors’ insurance and investment businesses
  • Identify opportunities to improve operational efficiency and effectiveness
  • Relay field feedback and ideas for improving existing products and services and developing new products
  • Provide specialized lending directly to end clients and collaborate actively with Financial Advisors within a specified territory
  • Generate specialized lending and commercial mortgage opportunities
  • Craft lending solutions that amplify the impact of advisors’ financial plans

Requirements

  • Excellent consultative sales capability, including prospecting, fact-finding, presenting solutions, closing, and servicing skills
  • 10 or more years of business or commercial banking experience
  • 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
  • Ability to travel throughout the assigned territory
  • Ability to handle multiple tasks across diverse areas of responsibility while organizing and prioritizing workflows
  • Experience coordinating bank initiatives across multiple distribution channels
  • Experience working directly with advisors, professionals, and clients
  • Ability to assess the likelihood of the bank’s participation in a lending proposal following preliminary review and analysis
  • Experience working closely with Manulife Private Wealth, Retail, Insurance, and Securities partners
  • Bilingualism in English and French is an asset; proficiency in both languages is required for a successful candidate in Québec

Benefits

  • Incentive programs and incentive compensation tied to business and individual performance
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision coverage
  • 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 in Canada
  • Statutory leaves of absence
  • Flexible work environment
  • Learning and career growth support
  • Well-being and inclusion support

Job title

Job type

Full Time

Experience level

Lead

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

RemoteCanada

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