M

Manulife Financial

Global financial services: insurance and investments

District Vice President - Guaranteed Wealth Solutions Sales-External Wholesaler

Field SalesPosted on Nov 9
Full-timeNo salary listed

About the Job

Requirements

  • At least 5 years of investment sales or relevant financial-services experience.
  • Strong knowledge of the Canadian financial-services industry and capital markets.
  • Experience working with insurance-licensed financial advisors and investment solutions.
  • Knowledge of segregated funds, Guaranteed Interest Accounts, and annuities.
  • A university degree or equivalent business experience is required.
  • Strong presentation, communication, and relationship-building capabilities.
  • Demonstrated ability to prospect, develop a territory, and move opportunities through a sales pipeline.
  • Strong business planning, organization, and prioritization skills.

Responsibilities

  • Develop and execute a clear regional business plan tied to sales, advisor development, and market opportunity.
  • Take ownership of the territory, pipeline, and results, continually identifying the greatest opportunities.
  • Achieve product and regional sales objectives across Manulife's Guaranteed Wealth Solutions products.
  • Use data, insights, and disciplined pipeline management to prioritize time and resources.
  • Prospect intentionally and build new relationships with advisors who have meaningful potential for Guaranteed Wealth Solutions.
  • Identify client and practice opportunities where guarantees, estate planning, wealth transfer, and retirement solutions can add value.
  • Bring advisors ideas, insights, and strategies to help grow their businesses and better serve their clients.
  • Convert opportunities into action and build long-term relationships.
  • Develop strong knowledge of Manulife's segregated funds, Guaranteed Interest Accounts, and annuities, as well as the broader investment and competitive landscape.
  • Translate product knowledge into simple, compelling client stories rather than relying solely on technical product features.
  • Deliver advisor presentations and practice-development conversations.
  • Listen to advisors, understand opportunities, and recommend solutions accordingly.
  • Partner with the internal wholesaler and Business Development Associate, with shared priorities, clear roles, and accountability for outcomes.
  • Collaborate with field partners across Manulife Investments, Manulife Insurance, Manulife Bank, and key account relationships to improve advisor and client outcomes.
  • Share ideas, successes, and lessons with peers and contribute to improving how the broader Guaranteed Wealth Solutions team sells.

Desired Qualifications

  • Knowledge of mutual funds, exchange-traded funds, and other investment solutions is an asset.
  • IFIC or CSC completion is preferred.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

Recently Posted Jobs

Explore more opportunities at Manulife Financial

See more jobs