Territory Sales Coordinator

Manulife - Montréal, QC (30+ days ago)

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Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Territory Sales Coordinators provide administrative and sales support for 2 or 3 Territory Wealth Management Sales Teams. As the third member of a wholesaling team that consists of a District Vice President and Business Development Manager (Internal Wholesaler), you will assist your teams in achieving a sales target. To do this, you will be required to develop a thorough understanding of the sales needs of each of your territories, participate in business development, and work directly with Advisors to fulfill requests.

The Territory Sales Coordinator is an individual who:
Has strong time management skills and the ability to prioritize
Is Interested in the sale of wealth products, such as Mutual Funds & Segregated Funds
Is flexible and able to adapt to change, including changing priorities and tight deadlines
Has strong problem-solving and analytical skills; ability to investigate problems without supervision
Takes initiative and thrives in a fast-paced work environment – a fast-learner and self-starter

Key Accountabilities:
Sales Support tasks

Coordinate and monitor timely distribution of Advisor marketing material requests
Build relationships and collaborates with key partners across the organization to facilitate Sales Team and Advisor requests
Maintain all client related information records and run reports in Salesforce
Schedule and/or coordinate territory/corporate events and branch meetings, which includes sending invitations, booking venues, catering and confirming attendance
Assist the Management and Events Team with national and regional events and initiatives
Coordinate and prepare weekly team meeting with each territory team
Process and coordinate sales teams’ requests for access to Portfolio Managers
Process CE credit certificates for advisors


Utilize mass email marketing tool to handle email distribution lists, run tracking report to analyze recipient open and click rate and organize and execute e-marketing campaigns on behalf of sales teams
Implement Canada Anti-Spam Legislation (CASL) when sending e-marketing campaigns
Utilize Excel to produce reports for sales analysis
Use technology to create efficiencies within your territory and overall sales team

Product Knowledge

Demonstrates a beginner level of knowledge in mutual funds, segregated funds, ETFs, separately balanced accounts and capital markets
Understands the advisory channels: IIROC, MFDA and MGA
Assist sales teams with producing illustrations, product proposals and fund comparisons.

Compliance & Cooperative Marketing Support

Collaborate with Advisors, Manager and Compliance to administer cooperative marketing requests from start to finish
Ensure everything is aligned with the National Instrument by following Manulife Investment Managements’ policies and guidelines
Provide guidance, education, and clarification of rules, regulations, and Manulife policies to sales teams and Advisors

Territory Budget Management

Process, track, and maintain all sales team expenses
Process the sales team’s expenses and cheque requests
Complete administrative duties, such as booking travel and ordering business cards, event tickets, and promotional items


Post-secondary education is required
Strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly
Experience in Mutual Fund business or brokerage/financial planning industry is a nice to have
Experience with Salesforce.com and Concur is preferred
Canadian Securities Course (CSC) or IFIC course is an asset
Bilingualism required for positions based in Montreal (English/French)

What’s in it for you:
Travel to Toronto once a year for the National Sales Conference
Opportunity to participate in our Internal Wholesaler Development Program (program to help you progress your career in our sales organization)
Outstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)
Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areas

If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of June 30, 2019, we had over $1.1 trillion (US$877 billion) in assets under management and administration, and in the previous 12 months we made $29.4 billion in payments to our customers. Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.