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Field Technology Consultant At Manulife Wealth
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-07-09
Listing for:
Company 1 The Manufacturers Life Insurance
Full Time
position Listed on 2026-07-09
Job specializations:
-
IT/Tech
CRM System, IT Business Analyst, IT Consultant
Job Description & How to Apply Below
Elevate your career with Manulife Wealth as a Field Salesforce Consultant, focusing on improving the Salesforce Financial Services Cloud experience for financial advisors. Enjoy a hybrid work model with a blend of in-branch consulting and travel. In this client‑facing role, you will collaborate with advisors to optimize their use of Salesforce. Your responsibilities include assessing existing workflows, delivering workshops, and aligning stakeholders on adoption strategies.
Your insights will directly impact the efficiency and productivity of advisor practices.
- Conduct onsite discovery and workflow assessments at advisor branches
- Provide tailored recommendations for Salesforce adoption
- Lead workshops and training sessions for branch staff
- Set engagement outcomes and drive follow‑up actions
- Convert insights into user stories for technical teams
- 5+ years with Salesforce platform expertise
- At least 1 year of experience with Financial Services Cloud
- Robust consulting and client engagement skills
- Comfortable with travel to advisor branches
- Preferred Salesforce certifications
Leverage your Salesforce skills to transform advisor practices at Manulife Wealth.
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