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
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