Wealth and retirement regional vice president

Overview

Reporting to the National Head of Sales, Wealth and Retirement Advice, the Regional Vice President (RVP) is accountable for the overall performance, growth, and strategic direction of the Plan Right Wealth and Retirement Western Regional team. This role will lead a distributed team of regional advisors, driving regional sales outcomes, advisor productivity and client engagement excellence.

• Provide senior leadership oversight for Plan Right regional sales distribution and the regional advisor team, with full accountability for regional sales results and advisor productivity.
• Lead, develop, and coach an experienced team of both Senior advisors and Associate Advisors to ensure consistent execution of sales strategy and achievement of targets.
• Establish performance management frameworks, including sales targets, activity metrics, and pipeline discipline, leveraging CRM tools such as Salesforce.
• Drive continuous improvement in advisor effectiveness through coaching models, call quality reviews, joint client engagements and capability-building programs.
• Collaborate with executive stakeholders, sales support, training and business development partners to align strategy, optimize processes and deliver integrated client solutions.
• Collaborate with business partners to create and execute annual business planning, including setting national sales goals, defining strategic initiatives, and executing transformation priorities across the channel.
• Champion a high-performance culture focused on customer outcomes, accountability and continuous improvement.

• Minimum 4 years of progressive leadership experience in financial services, including senior sales leadership and team management responsibilities.
• Demonstrated success leading sales teams, geographically dispersed sales organizations and delivering against revenue and growth targets.
• Deep expertise in financial planning, investment and insurance products, and the Canadian advisor marketplace.
• Strong experience in sales performance management, pipeline optimization and CRM-enabled sales operations (e.g. Salesforce).
• Exceptional leadership, communication and strategic thinking skills.

• LLQP, MFDA, or IIROC licensing; CFP designation (or progress toward designation).
• University degree preferred.
• Advanced knowledge of Group Retirement Savings, wealth management and retail advisory distribution models.
• Strong understanding of regulatory frameworks and compliance requirements within financial services.
• Experience leading transformation initiatives, including scaling teams, optimizing client journeys or evolving go-to-market strategies.
• Demonstrated success developing future leaders and building succession pipelines.

• 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.

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

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…