Job Description
As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes. The focus of an IBDM is to develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Financial Advisors and your territory partners, as articulated in your quarterly business plan. Position Responsibilities: Activity and Sales ( 50%): Make 40 daily calls to Financial Advisors to promote Manulife Bank products and schedule meetings. Conduct meetings to drive sales, explain Manulife ’s benefits, and build relationships. Use Salesforce and AI for outreach and product integration. Business Development/Strategic Growth (30%): Assist with applications, service issues, and advisor concerns. Coordinate with BDM partners on strategy and develop business plans. Follow up on meetings and engage in marketing and budget planning. Leadership and Collaboration (15%): Mentor new members and create sales initiatives. Liaise with various teams to enhance relationships and sales. Share best practices across Manulife divisions. Compliance & Best Practices (5%): Ensure adherence to training and compliance standards. Attend meetings and manage expenses responsibly. Required Qualifications: Post-secondary education or equivalent work experience in banking/insurance Minimum of 2 years previous experience with growing a client base - Proven track record as a sales professional or high potential to become one. Abil
