As part of one of Canada’s largest financial organizations, Manulife Bank offers a variety of innovative products and services including Manulife One, credit cards, Specialized Lending loans and high interest bank accounts that focus on growth, security, and flexibility. Throughout our history, we’ve been guided by the conviction that banking plays a central role in the financial health of Canadians. And, because everyone’s financial situation is unique, we work closely with independent financial professionals who understand our customers’ overall financial objectives and can help ensure they find the banking solutions that are right for them. Manulife Bank’s Specialized Lending team is responsible for partnering with advisors to provide solutions that help their high net-worth clients, grow, protect, and transfer their hard-earned wealth. The Specialized Lending team helps craft solutions to allow advisors to maximize the insurance and investment strategies they’ve put in place for these clients. Well versed in insurance and investment strategies, this team is adept in constructing lending solutions that are easy to understand, suited to a client’s individual needs and align with the advisor’s strategies for their clients. Reporting to the AVP, Head of Specialized Lending Solutions, the Regional Director Specialized Lending Solutions (RDS) role is responsible for providing specialized lending directly to end clients and in active collaboration with Financial Advisors within a specified territory. The RDS actively works with advisors, centres of influence, and clients to generate specialized lending and commercial mortgage opportunities. They then craft a lending solution that magnifies the impact of the advisor’s financial plan for their clients. Position Responsibilities : Serve as the face for Manulife Life Bank’s specialized lending team in an assigned territory, demonstrating the highest level of professionalism and integrity.

Actively promote and provide solutions support for specialized lending products and associated banking solutions in direct collaboration with Financial Advisors in a specified territory

Present complete and robust packages to underwriting that demonstrate your knowledge of the transaction, the advisor’s financial strategy, the client’s business and why the bank should be participating in the transaction.

Contribute to the business development activities of the regional/national solutions team through the promotion of new products, product enhancements and special initiatives by way of phone, electronic and face‑to‑face presentations.

Contribute to the growth and profitability of the territory by maintaining a regular advisor contact program to ensure effective management and expansion of each Advisor relationship. Support financial advisors by working directly with centres of influence, professional advisors and end clients. Actively demonstrate the merits of integrating specialized lending solutions with the Advisor’s traditional insurance and investment business.





Act as problem solvers to improve organizational efficiency and effectiveness by highlighting opportunities for improvement in operational areas. Act as a conduit for feedback from the field by relaying ideas for improving existing products and services as well as new product opportunities.

Required Qualifications: Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Excellent consultative sales capability, including prospecting, fact‑finding, presenting solutions, closing, and servicing skills.

10 or more years of business or commercial banking experience.

Solid ability to read and assess corporate financial statements against bank policies.

Highly organized and self‑disciplined.

Excellent written and oral communication skills.

Excellent negotiation skills.

Seasoned presentation skills across various formats.

Working knowledge of permanent life insurance.

Aptitude for learning and utilizing technology for business purposes.

Solid financial services and banking industry knowledge.

Ability to travel throughout the assigned territory.

Ability to handle multiple tasks spanning diverse areas of responsibility in a thorough and expeditious manner by effectively organizing and prioritizing workflows.

Experience working with and coordinating bank initiatives across multiple distribution channels, as well as working directly with advisors, professionals, and clients.

Ability to assess the likelihood of the bank’s participation in a lending proposal following preliminary review and analysis.

Experience working closely with Manulife Private Wealth, Retail, Insurance, and Securities partners to foster a One Team approach for advisor partners.

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. Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com . Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones,



la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] . Modalidades de Trabajo

Remoto Salario y beneficios

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación. Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [email protected] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU. 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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

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📌 Bilingual Regional Director, Specialized Lending (Montreal)
🏢 Manulife
📍 Montreal