Our Plan Right 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.
Position Responsibilities:
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
Required Qualifications:
1-2 years of Financial Services experience, preferably in phone
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
Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.
Preferred Qualifications:
Post-secondary education in finance, business or related field
Background in a financial services industry
Canadian Securities Course or IFIC is an asset
Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)
Knowledge of segregated funds
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-WAM
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Referenced Salary Location
Montreal, QuebecWorking Arrangement
HybridSalary range is expected to be between
$52,650.00 CAD - $87,750.00 CADIf 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…
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