Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week.Position Responsibilities:Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for adviceGather and accurately record all customer information required to meet compliance and privacy needs within CRM toolProviding customer experience accurately and professionallyAbility to position full value of advice in order to make successful referrals to the Wealth & Retirement advisorsAbility to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as neededAbility to process service-related needs for clientsMeeting productivity and quality objectives established by the department as well as call auditsMeet service level agreements on activities related to Welcome callsProactively staying abreast of changes in legislation, product, and administrative processesHandle advisor toll free lineRequired Qualifications:1-2 years of Financial Services experience, preferably in phonePassion for helping people on a one-on-one basisAdvanced listening and customer service skillsAbility to consult with all customersAbility to adapt to the evolving needs of the businessStrong analytical and problem-solving skillsBilingual (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.Preferred Qualifications:Post-secondary education in finance,



business or related fieldBackground in a financial services industryCanadian Securities Course or IFIC is an assetUnderstanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)Knowledge of segregated fundsWhen 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.#LI-WAMAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visithttps://www.Manulife.Com/en/about/our-story.Html.Manulife is an Equal Opportunity EmployerAt 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 setting 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.Referenced Salary LocationMontreal, QuebecWorking ArrangementHybridSalary range is expected to be between$52,650.00 CAD - $87,750.00 CADIf you are applying for this role outside of the primary location, please contactfor the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.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 contactfor more information about U.S.-specific paid time off provisions.

📌 Bilingual Financial Education Specialist - C$52,650 - C$87,750 A Year (Montreal)
🏢 Manulife Financial
📍 Montreal