Business Development Associate

Summary:
The sales team is looking for an energetic, motivated, and focused team member. This role is at the centre of sales activities and offers the opportunity to take on new challenges and make an impact for our clients.
As part of the Manulife Investment Management team, the Business Development Associate is a member of a wholesaling team consisting of a District Vice President and Business Development Manager. The successful candidate will partner with the sales team to achieve sales targets by developing a thorough understanding of each territory’s needs, participating in business development initiatives, and working directly with advisors.
The ideal candidate is an effective communicator who is well organized, collaborative, proactive, solutions-oriented, results-focused, and team-oriented. Occasional travel will be required for training, meetings, and territory events. Basic knowledge of retail wealth products, including mutual funds and ETFs, will support career growth within Manulife Investment Management.
Position Responsibilities:
Build and maintain relationships with advisors and key internal Manulife partners.
Provide input into the development and execution of the annual territory business plan.
Assist in preparing reports and fund proposals for internal partners and investment advisors.
Coordinate and participate in corporate and social events with industry professionals.
Act as the main point of contact for internal and external partners.
Schedule and confirm meetings for the District Vice President.
Manage territory budgets.
Facilitate weekly team meetings.
Lead the process for requesting Portfolio Manager access in the field.
Plan and implement events from the initial planning stages through agenda development and execution.
Use the mass email tool to manage territory distribution lists, execute e-marketing campaigns, and run tracking reports to analyze campaign success.
Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices.
Required Qualifications:
Post-secondary education.
Ability to balance multiple priorities while maintaining a high level of accuracy and attention to detail.
Flexibility and adaptability when managing changing priorities and tight deadlines.
Excellent problem-solving and analytical skills, with the ability to investigate issues independently.
Quick learner and self-starter who takes initiative and thrives in a fast-paced work environment.
Demonstrated tact and professionalism while mitigating risk.
Strong computer skills, including experience with Microsoft Office, especially Word and Excel, and the ability to learn new technologies quickly.
Preferred Qualifications:
Canadian Securities Course (CSC) or IFIC course.
Experience in the mutual fund business or brokerage/financial planning industry.
Experience with Salesforce and SAP Concur.
Knowledge of retail wealth products, including mutual funds and ETFs.
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.
This posting supports an ongoing hiring initiative for existing and/or future vacancies.
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 https://www.manulife.com/en/about/our-story.html.
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 hr@manulife.com.
Working Arrangement
Hybrid
Salary & Benefits
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and proces