Become a Financial Education Specialist with Manulife in Montreal, Quebec, helping clients navigate Group Retirement plans. Educate members on their investments and streamline their experience.
As part of the PlanRight Support team, you will engage with clients regarding fund management, investment changes, and pricing details. This hybrid role requires 1-2 years of financial services experience and showcases your advanced listening and customer service skills, allowing you to refer clients to Wealth & Retirement advisors when necessary.
Key Responsibilities:
• Handle incoming and outgoing calls and emails for client education
• Record customer information accurately in CRM for compliance
• Provide professional customer experiences and advice




• Position the full value of services for successful referrals
• Triage leads to address immediate client needs
Requirements:
• 1-2 years of experience in financial services
• Passionate about one-on-one client assistance
• Robust analytical and problem-solving skills
• Bilingual in English and French preferred
• Adaptable to changing business needs
Leverage your financial expertise and customer service skills to support Manulife members in achieving their retirement goals.
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📌 Financial Education Specialist in Montreal (Toronto)
🏢 Manulife
📍 Toronto