Sell Manulife Bank’s mortgage solutions to clients referred by financial advisors or mortgage brokers, providing tailored advice. Manage the sales pipeline, follow up on leads, and build a client portfolio. Identify and execute direct sales strategies, updating Salesforce CRM, and act as a feedback conduit. Requires 2+ years in banking/mortgage brokerage, understanding of underwriting, and bilingualism (French/English).
Job listings
To proactively promote a virtual/remote relationship-based offering by being a dedicated and primary point of contact for clients in the Prestige/Executive Banking segment (and Private Banking where required), through the provision of banking solutions which meet their needs and in accordance with the specified value propositions.