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Added 1 hour ago
S
Beauty Advisor - Flex
sephora.com
Toronto, ON
- $18.2 to $21.4 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Calgary, AB
- $17.5 to $20.6 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
…solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings…
Added 2 hours ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 2 hours ago
EP
Field Service Technician - Laval
East Penn Canada: Backup Power Division
Laval, QC
- Full-time
Maintain daily logs of service activities, client visits, time tracking, and inspection results
Added 3 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 4 hours ago
S
Beauty Advisor - Flex
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 6 hours ago
CS
Client Advisor, Vancouver - Margiela
CALZATURIFICIO STEPHEN S.R.L.
Vancouver, BC
- Full-time
The Client Advisor serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving sales,…
Added 8 hours ago
M
Part-Time Seasonal Sales Support Advisor (Bloor Holt Renfrew)
Moncler
Toronto, ON
- Part-time
Reporting to a member of store leadership, the part-time Seasonal Sales Support Advisor supports the store team during peak seasonal business periods, helping to deliver a seamless and…
Added 8 hours ago
M
Part-Time Seasonal Sales Support Advisor (Oakridge)
Moncler
Vancouver, BC
- Part-time
Reporting to a member of store leadership, the part-time Seasonal Sales Support Advisor supports the store team during peak seasonal business periods, helping to deliver a seamless and…
Added 8 hours ago
M
Part-Time Seasonal Sales Support Advisor (Holt Renfrew)
Moncler
Mississauga, ON
- Part-time
Reporting to a member of store leadership, the part-time Seasonal Sales Support Advisor supports the store team during peak seasonal business periods, helping to deliver a seamless and…
Added 8 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
…this by performing audits, reviews and compilations to meet client needs within construction, healthcare or manufacturing/distribution among others while also managing expectations from…
Added 8 hours ago
S
Beauty Advisor - Flex
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 9 hours ago
S
Paid Services Beauty Advisor - Part Time
Sephora
Calgary, AB
- $17.5 to $20.6 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 10 hours ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
We are looking for a highly organized, technically minded Inside Sales Specialist to support our sales team. As part of the Sales Operations team, this role will serve as the critical…
Added 12 hours ago
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Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
Added 14 hours ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
…management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth…
Added 14 hours ago
S
Services Lead, Stores - Full Time
Sephora
ON · Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 14 hours ago
P
Senior Advisor
PTAG
Burnaby, BC
- Contract
Senior Advisor | Burnaby, BC. | Full-Time – ID# 6809
Added 15 hours ago
R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 15 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 15 hours ago
R
Client Advisor
RBC
Richibucto, NB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 15 hours ago
V
Registered Nurse (RN) - Med/Surg - General Surgery
VitalHires
Sechelt, BC
- Part-time
…evaluating care within an interdisciplinary team. Acts as a client advocate, teaches families about health promotion, and maintains clinical competence according to professional…
Added 17 hours ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Senior Managers support both high-value and high-risk advisor offices through onsite visits and partners closely with the Regional Field Supervision Officer and Line 2 Compliance to ensure…
Added 18 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
BC Mental Health & Substance Use Services (BCMHSUS), as part of the provincial mental health services continuum, provides a diverse range of specialized, "one-of-a-kind" tertiary mental…

Manulife

Bilingual Financial Education Specialist

Montreal, QC, Canada

$52,650.00 CAD - $87,750.00 CAD · Full-time

Apply About employer

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Job details

Pay: $52,650.00 CAD - $87,750.00 CAD
Job type: Full-time
Apply by: Oct 16, 2026
Experience: 1-2 years of Financial Services experience, preferably in phone
Working hours: 37.5 hours per week
Posting language: English
Posted: Oct 3, 2026

Original job description

Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week.

Position 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

Required Qualifications:

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.

Preferred Qualifications:

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

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.

The role being advertised is an existing vacancy.

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.

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD

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 process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Apply About employer

More about this job

Responsibilities

The specialist will provide financial education to members regarding retirement plans, investment fees, and fund performance while managing inbound and outbound communications. They are responsible for accurately recording customer data in CRM tools and triaging leads to Wealth & Retirement advisors.

Requirements

Candidates must have 1-2 years of financial services experience and be bilingual in English and French. Strong analytical, listening, and customer service skills are required to effectively support clients and meet departmental quality objectives.

Skills

Financial services
Customer service
Bilingual
Investment education
CRM tools
Analytical skills
Problem-solving
Communication
Investment products
Segregated funds
Compliance
Active listening
Financial advisory
Lead triage

Benefits

Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability
Long-term disability
Life insurance
AD&D insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan
Financial education and counseling
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Retirement Plans
Investments
CRM
Customer Experience
Wealth Management
Compliance
Segregated Funds
RRSP
RRIF
Canadian Securities Course
IFIC
Financial Education
Bilingual
Investment Management
Data Entry
Lead Generation
Client Service

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