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Added 3 hours ago
PIA Client Service Associate
TD
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Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
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Full-time
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Client Associate (IR licensed) Wood Gundy
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Added 8 hours ago
Part Time Bridal Sales
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Added 9 hours ago
Client Advisor
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Added 9 hours ago
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RBC
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Full-time
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Added 9 hours ago
Relationship Manager, Business Markets
RBC
Winnipeg, MB
Full-time
Excellent communication, time management and organizational skills
Added 9 hours ago
Administrative Assistant
RBC
Vancouver, BC
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 9 hours ago
Administrative Sales Assistant
RBC
AB
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 9 hours ago
Client Advisor
RBC
Moosomin, SK
Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions

Manulife

Sales Support Associate

Toronto, ON, Canada
Waterloo, ON, Canada
Montreal, QC, Canada

Pay: $45,900.00 CAD - $76,500.00 CAD
Job type: Full-time
Apply by: Sep 28, 2026
Experience: Minimum 2 years of client facing and/or customer service experience
Posting language: English
Posted: Sep 25, 2026

Apply About employer

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Original job description

The Business Initiatives Coordinator is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Business Initiatives Coordinator is responsible for supporting the mass market sales teams, including Transition Solutions, by assisting with administrative duties, client facing interactions (phone calls and/or emails) and tasks that an advisor would support without the responsibility of providing advice, processing of transactions or direction to clients. The Business Initiatives Coordinator will work closely with other key stakeholder teams and direct members, as they manage activities related to their assigned work, while ensuring the advisor is kept in the loop, allowing the sales teams to focus on their primary sales duties.

Position Responsibilities:

Manage general inbox for workflow assignment
Maintain existing processes for tracking business and handling paperwork within 48-hour SLA
Accountable for timely follow ups with other financial institutions on consolidation related activity
Responsible for accurately tracking completed sales activities for advisors within Salesforce
Maintain integrity of notes and tools used to track work activity, work intake and follow ups
Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etc
Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign
Apply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good order
Investigating client issues and delays on advisor's behalf with related business partners to come to timely resolution for clients
Identify and implement suggestions to systematize and improve processes/workflows
Proactively staying abreast of changes in legislation, product, and administrative processes

Required Qualifications:

Minimum 2 years of client facing and/or customer service experience

Preferred Qualifications:

Post-Secondary education in finance, business or related discipline preferred
Proven ability to multi-task, show initiative and problem solve
Strong communication, interpersonal, and relationship building skills
Ability to work in a fast-paced environment and manage multiple priorities simultaneously
Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asse
Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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

$45,900.00 CAD - $76,500.00 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 Business Initiatives Coordinator supports wealth advisors by managing administrative duties, client interactions, and transaction processing. They are responsible for maintaining workflow tracking, ensuring data integrity in Salesforce, and facilitating client requests.

Requirements

Candidates must have a minimum of 2 years of client-facing or customer service experience. A post-secondary education in finance or business is preferred, along with strong communication and multi-tasking skills.

Skills

Sales support
Administrative support
Client relations
Wealth management
Retirement advice
Salesforce
Transaction processing
Workflow management
Data integrity
Communication
Problem solving
Multi-tasking
Relationship building
Legislative knowledge
Financial services

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Sales Support
Wealth Management
Retirement Advice
Salesforce
Administrative Duties
Client Service
DocuSign
Financial Institutions
Workflow Management
Data Integrity
Legislative Compliance
Financial Services
Retail Product
Retirement Operations
Bilingualism
Customer Service

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