Jobs in Canada

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Added 11 mins ago
M
Plan Right Support Agent
Manulife
Toronto, ON
- Full-time
Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
Added 11 mins ago
WI
Lead, Global People Analytics
WSP in Canada
Toronto, ON
- Full-time
Serve as a trusted People Analytics advisor to HR leaders, Centers of Excellence, and business stakeholders.
Added 25 mins ago
IC
CRM & Sales Enablement, Lead
Interac Corp.
Toronto, ON · Interac Corp. Head Office
- Full-time
As the Lead, CRM and Sales Enablement, you will serve as a strategic architect and trusted advisor within the Client Strategy team, driving the enterprise CRM strategy, governance, and…
Added 25 mins ago
W
Lead, Global People Analytics
WSP
Montreal, QC
- Full-time
Serve as a trusted People Analytics advisor to HR leaders, Centers of Excellence, and business stakeholders.
Added 25 mins ago
E
Data Architecture & Governance Advisor
EllisDon
Mississauga, ON
- Full-time
You as a Data Architecture & Governance Advisor will:
Added 40 mins ago
IF
New Business Administrator
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
This role is eligible for working from home up to 3 days per week
Added 40 mins ago
Senior Indigenous Partnerships & Project Advisor
GHD Group Pty Ltd
Waterloo, ON
GHD is seeking a Senior Indigenous Partnerships & Project Advisor to join our Strategic Communications, Engagement and Communities team in Ontario.
Added 41 mins ago
H
H&M Sales Advisor
H&M
Richmond, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 41 mins ago
AC
Bilingual Talent Acquisition Analyst
Aramark Canada
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
…recruiting and selection process, acting as a consultative talent advisor to the business and executing recruitment strategies in order to provide excellent customer service and achieve…
Added 41 mins ago
RH
Senior Manager
Robert Half
Vancouver, BC · Greater Vancouver Metropolitan Area
- $120,000 to $140,000 CAD / year
- Full-time
…owned businesses for more than 40 years. It acts as a trusted advisor to clients and offers big-firm expertise with the culture and accessibility of a mid-sized…
Added 55 mins ago
Sr. Software Developer - Full-Stack
Range Group - Job Postings
Toronto, ON
This is a hybrid position, currently requiring a minimum of two days per week onsite at our office located at 2 Queen St
Added 55 mins ago
MC
Sales and Advice Effectiveness Specialist, Retail
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
…branch-leader effectiveness, employee productivity, advice quality, relationship deepening, referral effectiveness, digital adoption and Member outcomes. Working under the direction of the…
Added 55 mins ago
Sr. Software Developer - Full-Stack
TripArc
Toronto, ON
This is a hybrid position, currently requiring a minimum of two days per week onsite at our office located at 2 Queen St
Added 1 hour ago
Sr. Software Developer - Full-Stack
Range
Toronto, ON
This is a hybrid position, currently requiring a minimum of two days per week onsite at our office located at 2 Queen St
Added 1 hour ago
C
Senior Strategic Sourcing Partner
CIBC
Toronto, ON
- Full-time
…attraction strategies, building sourcing plans, and recruiting high-quality candidates aligned to business plans and goals. In this role, you'll combine market insight, relationship…
Added 1 hour ago
C
Director, Investment & Digital Enablement
CIBC
Toronto, ON
- Full-time
You are a trusted advisor. You build credibility through the quality of your thinking and the consistency of your judgment rather than a reporting line, and you use that credibility to…
Added 1 hour ago
PA
Body Shop Technician (Performance Collision Brampton)
Performance Auto Group
Brampton, ON
- Full-time
Must have a valid Ontario Driver's License and good driving record
Added 1 hour ago
B
Market Leader - Financial Planning
BMO
Halifax, NS · Nova_Ctr
- Full-time
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Added 1 hour ago
M
Director, Marketing Analytics
Marketbridge
Remote, Canada
- Full-time
- Remote
…demonstrated ability to use AI and automation to improve the speed, quality, and scalability of analytics…
Added 1 hour ago
MC
Sales and Advice Effectiveness Specialist, Retail
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
…branch-leader effectiveness, employee productivity, advice quality, relationship deepening, referral effectiveness, digital adoption and Member outcomes. Working under the direction of the…
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Ottawa, ON
- Full-time
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
Added 1 hour ago
D
Software Engineering Leader
d1g1t
Toronto, ON
- Full-time
…financial advisors, multi-family offices, broker-dealers, and bank advisor networks. The platform replaces fragmented legacy systems with a unified solution for portfolio management,…
Added 1 hour ago
M
Manager, Business Analysis & AI Delivery
MNP
Ottawa, ON · Toronto, ON
- Full-time
…advisory judgment with the ability to develop analysts, raise the quality of functional deliverables and make AI-enabled business analysis a practical, governed part of how our teams work.…
Added 1 hour ago
CF
Business Development & Enablement Specialist (Insurance)
CI Financial
Toronto, ON
- Full-time
CI Financial is seeking Business Development & Enablement Specialists to strengthen advisor relationships and grow insurance activity across an assigned network of independent advisors and…
Added 1 hour ago
AC
Partner, Projects and Process Improvement
Air Canada
Dorval, QC
- Full-time
Lead problem-solving and decision making at the initiative level to ensure quality throughout the project life cycle.

Manulife

Plan Right Support Agent

Toronto, ON, Canada

$55,125.00 CAD - $91,875.00 CAD · Full-time

Apply on manulife.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $55,125.00 CAD - $91,875.00 CAD
Job type: Full-time
Apply by: Nov 13, 2026
Experience: 1-2 years of Financial Services experience, preferably in phone
Working hours: 37.5 hours per week
Posting language: English
Posted: Nov 10, 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

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

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$55,125.00 CAD - $91,875.00 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 on manulife.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Support group retirement plan members with investment questions and service transactions through inbound and outbound calls and email. Record customer information in the CRM, meet service and quality targets, identify members’ needs, and refer them to wealth and retirement advisors when appropriate.

Requirements

Candidates need 1–2 years of financial services experience, preferably in a phone-based role, along with strong listening, customer service, analytical, and problem-solving skills. Post-secondary education in finance, business, or a related field and knowledge of Canadian investment products are preferred; the Canadian Securities Course or IFIC is an asset.

Skills

Customer Service
Active Listening
Financial Services
Investment Products
Problem-Solving
Analytical Skills
Consultative Communication
Lead Triage
Referral Generation
CRM Data Entry
Compliance
Privacy Practices
Transaction Processing
Investment Guidance
Adaptability
Quality Assurance

Benefits

Health Insurance
Dental Insurance
Mental Health Benefits
Vision Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Life and Accidental Death and Dismemberment Insurance
Adoption and Surrogacy Benefits
Wellness Benefits
Employee and Family Assistance Plans
Retirement Savings Plans
Pension Plan
Global Share Ownership Plan with Employer Matching
Financial Education and Counseling
Paid Holidays
Vacation
Personal Days
Sick Days
Statutory Leaves of Absence
Incentive Compensation

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement Plans
Investment Products
Fund Direction
Fund Changes
Investment Management Fees
Rates of Return
Fund Rationalizations
Compliance
Privacy
Inbound Calls
Outbound Calls
Email Support
Wealth and Retirement Advisors
Service-Level Agreements
Welcome Calls
Canadian Securities Course
IFIC
RRSP
RRIF
Segregated Funds
Financial Services
Customer Experience
Investment Guidance
Legislation
Administrative Processes

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Work requirements

Jobs in Canada