Business Intelligence Relationship Consultant

Reporting to the Director of Business Intelligence, the Consultant will support data, CRM, reporting, and operational processes that enable Canadian Retail Wealth sales teams to execute effectively. The role will maintain and improve advisor, dealer, branch, firm, territory, product, activity, and campaign information across key platforms; support territory planning, advisor transitions, coverage realignments, sales desk assignments, campaign targeting, and reporting requests;

and help ensure business rules, data definitions, and reporting outputs are accurate, documented, and aligned to sales leadership priorities.

• Builds understanding of advisor, dealer, branch, product, territory, and campaign dynamics over time.
• Asks thoughtful questions to understand the commercial purpose behind requests, not just the task being assigned.
• Handles data, reporting, CRM, campaign, and territory details carefully, recognizing that small inaccuracies can affect sales execution and leadership decisions.
• Documents assumptions, follows through on requests, and escalates questions or issues when something does not look right.
• Helps turn business questions into clear reporting, analysis, process, or CRM requirements.
• Looks for practical ways to make information easier for sales teams and leaders to understand, trust, and act on.
• Coordinates details, tracks progress, and helps keep reporting, campaign, territory, and sales enablement work moving forward.
• Balances responsiveness with good judgment, prioritizing work based on business impact and stakeholder needs.
• Builds productive working relationships across sales, marketing, business intelligence, CRM, operations, and leadership partners.
• Communicates status, risks, trade‑offs, and next steps in a clear and professional way.

• 2–4 years of relevant experience in Canadian retail wealth distribution, sales enablement, business intelligence, sales operations, marketing, CRM, campaign support, or a related investment distribution support role.
• Exposure to the Canadian retail wealth marketplace, including advisor, dealer, branch, territory, product, or national account dynamics.
• Comfort working with CRM, reporting, or data tools such as Salesforce, SS&CSales
  
  Connect, CRM Analytics, PowerBI, Tableau, Excel, or similar platforms; advanced development experience is not required.
• A collaborative, detail‑oriented, and curious professional who can communicate clearly, manage competing priorities, and learn how data, tools, and sales processes support field execution.
• Bilingualism (English and French) is a strong asset; proficiency in both languages is required for candidates in Québec.

Manulife is an Equal Opportunity Employer. We embrace diversity and are committed to fair recruitment, retention, advancement and compensation, administering all practices without discrimination on the basis of race, color, ethnicity, religion, gender, sexual orientation, age, disability, or any other protected ground. The company will provide reasonable accommodations during the application process as required by law.