Bilingual Financial Education Specialist

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