Agent(e) d’assistance BienPlanifier (Bilingue)

Description

Summary

Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9 : 00 am to 5 : 00 pm, Monday to Friday, 37.5 hours per week.

Job responsabilities :

Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice

Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool

Providing customer experience accurately and professionally

Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors

Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed

Ability to process service-related needs for clients

Meeting productivity and quality objectives established by the department as well as call audits

Meet service level agreements on activities related to Welcome calls

Proactively staying abreast of changes in legislation, product, and administrative processes

Handle advisor toll free line

What motivates you?

You obsess about customers, listen, engage and act for their benefit.

You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

You thrive in teams and enjoy getting things done together.

You take ownership and build solutions, focusing on what matters.

You do what is right, work with integrity and speak up.

You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for

Post-secondary education in finance, business or related field

1-2 years of Financial Services experience, preferably in phone

Canadian Securities Course or IFIC is an asset

Bilingual

Passion for helping people on a one-on-one basis

Advanced listening and customer service skills

Ability to consult with all customers

Ability to adapt to the evolving needs of the business

Strong analytical and problem-solving skills

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Assets (preferred but not necessary) :

Background in a financial services industry

Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)

Knowledge of segregated funds

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What we can we offer you?

A competitive salary and benefits packages.

A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

A focus on growing your career path with us.

Flexible work policies and strong work-life balance.

Professional development and leadership opportunities.

Our commitment to you

Values-first culture

We lead with our Values every day and bring them to life together.

Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

Continuous innovation

We invite you to help redefine the future of financial services.

Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

Championing Corporate Citizenship

We build a business that benefits all collaborators and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest

Salary range is expected to be between

43,800.00 CAD - $73,000.00 CAD

If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.