Internal Wealth Management Wholesaler

Promote Wealth Management solutions from Manulife in a hybrid Toronto position, using advisor relationships and consultative sales skills. Focus on estate planning and wealth transfer benefits.

As an Internal Wholesaler, you will support Advisors across a defined region with Manulife segregated funds, annuities, technology, products, and services. You will work with an External Wholesaler and Territory Coordinator to drive sales growth and manage relationships. The role includes access to Portfolio Managers and Strategists, plus a defined training program toward becoming an External Wholesaler.

Key Responsibilities:

• Promote Wealth Management solutions to Advisors
• Achieve product specific sales targets within a defined region
• Identify and pursue new Advisor relationships
• Provide business building insights for Advisors
• Assess customer information to identify sales opportunities

Requirements:

• Related college or university degree preferred
• Financial services sales experience preferred
• Familiarity with Advisor practice management preferred
• Wealth Management product knowledge is an asset
• CSC, IFIC, or CFP completion preferred

Use consultative selling, presentations, and financial services knowledge to grow Manulife relationships as an Internal Wholesaler in Toronto.