Manulife Wealth & Asset Management is a leading international financial services provider. They are seeking a Bilingual Financial Education Specialist to assist members with Group Retirement plans by providing education and support regarding their investments and compliance needs.
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
Skills
- 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
- 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
Benefits
- 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
- Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
Company Overview
Manulife Wealth & Asset Management is the global investment, financial advice, and retirement plan services segment of Manulife Financial Corporation. It was founded in 1887, and is headquartered in Toronto, Ontario, CA, with a workforce of 1001-5000 employees. Its website is https://www.manulifeim.com.