Are you seeking a dynamic environment with limitless opportunities for growth and success? Join us in making a meaningful impact on our customers' lives while working in a flexible and supportive setting that empowers them to achieve their dreams.

As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don't just grow wealth, they amplify it.

Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients.

We're looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology.

Join us, and be part of a team where banking drives extraordinary outcomes.

The Life Events Team is looking for a dedicated, customer-oriented team player with banking experience to fill the full-time role of Life Events Specialist.

The ideal candidate will excel in providing prompt and accurate service to existing clients whose needs have changed for their mortgage products, such as Mortgage Product Changes, Account Holder Changes (including separations), and Limit Decreases.

This role is crucial in fostering strong customer relationships and supporting our client retention strategies.

As a Life Events Specialist, you will be responsible for guiding clients through the entire process of requested mortgage changes, from initial inquiry to the successful completion of the request. **Hours of Operation (subject to change):** Monday to Friday, 9 am-5 pm AST or EST, depending on candidate location. **Position Responsibilities:** Guide clients through mortgage changes from start to finish, acting as their main point of contact and helping them understand the steps, requirements, and timelines involved.

Collect, review, and validate all required documentation to support mortgage changes—such as product switches, adding or removing account holders, or restructuring account setups—ensuring accuracy and compliance with underwriting and Bank policies.

Prepare complete, well‑organized files for lending and underwriting review, clearly summarizing client needs, requested changes, and supporting documentation to enable timely decision‑making.

Provide proactive, ongoing communication, keeping clients informed at every stage of their file—from initial request through underwriting decisions to funding—ensuring clarity, transparency, and a smooth client experience.

Coordinate closely with internal partners, including Fulfillment, Underwriting, and Operations teams, to ensure files move efficiently through each stage and that any issues or missing information are resolved promptly.

Manage a high volume of files simultaneously, each at different stages in the process, while maintaining strong attention to detail and ensuring all timelines and service standards are met.

Communicate lending and file decisions to clients in a explicit and supportive way, explaining outcomes, next steps,



and any additional requirements.

Collaborate with sales partners and advisors to align on client needs, provide updates, and ensure a seamless experience across teams.

Accurately document all client interactions, file updates, and decisions in internal systems to maintain complete and compliant records. **Required Qualifications:** Excellent listening and communication skills, both verbal and written.

Strong interpersonal skills with the ability to positively influence and negotiate.

Exceptional organizational and prioritization skills, with the ability to manage high volumes in a rapidly changing environment.

Demonstrated professionalism and sound judgment.

Strong analytical and problem-solving capabilities.

Meticulous attention to detail.

In-depth understanding of Manulife Bank's products, processes, and systems is an asset.

Proficient computer and keyboarding skills.

Bilingualism (English and French) is required.

If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. **Preferred Qualifications:** 2-3 years of experience in the residential mortgage business or mortgage underwriting practices.

Strong knowledge of the residential mortgage process, including approval, title, and funding stages, as well as mortgage terms, fees, and rates. **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. #LI-HYBRID 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] . **Referenced Salary Location** CAN, Ontario, Waterloo, 500 King Street North **Modalidades de Trabajo** Híbrido **Salary range is expected to be between** $51,975.00 CAD - $86,625.00 CAD 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) .

📌 Bilingual Life Events Specialist (Montreal)
🏢 Manulife
📍 Montreal