Bilingual Supervisor overseeing account - opening operations, regulatory processing, and staff performance for Aviso Wealth’s Canadian wealth - management services. Managing quality controls, escalations, training, and workflow improvements.
About the role
- Bilingual Relationship Consultant managing distributor relationships across Canada for Manulife's segregated fund business. Responsible for relationship management, training, and advocacy.
Responsibilities
- Manage relationships with assigned Key Accounts and Tier 1-3 MGAs/NAs, acting as a trusted operational partner
- Serve as an escalation resource for distributors when issues cannot be resolved through established support channels
- Coordinate cross-functional teams to investigate, communicate, and resolve complex operational issues
- Advocate on behalf of distributors and advisors while balancing business requirements and operational standards
- Deliver training and enablement sessions to support awareness and adoption of Manulife tools and processes
- Participate in tier-based meetings, conferences, and relationship-building activities
Requirements
- Experience in the Canadian Insurance industry
- 3 to 5 years’ experience within the Financial Services industry in a relationship focused capacity
- Direct experience supporting the segregated fund business
- Post-secondary education or related business experience
- Fully bilingual (French/English)
Benefits
- Health insurance
- Dental
- Mental health
- Vision
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension and global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program including holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
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