Get CRM Administration roles in your inbox
We'll email you when new ones are posted
Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife's most closely aligned independent advisors from across Canada.
Manulife Wealth is seeking a Field Salesforce Consultant to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. This is a client-facing consulting role focused on onsite branch engagements: you will assess current-state workflows, identify gaps and adoption barriers, and recommend practical solutions across process, training, and platform usage.
You will plan and deliver in-branch workshops and hands-on coaching, align stakeholders on a target-state approach, and help branches execute follow-through actions that improve productivity and consistent usage. You will also act as a conduit to our Continuous Delivery Organization, translating onsite insights into clear requirements and prioritization input to better align platform capabilities with the needs of financial advisors and wealth management operations.
Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps
Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency
Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs
Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive accountability through post-visit check-ins
Translate onsite insights into clear requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications
Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align engagement plans, communications, and rollout/readiness activities
5+ years of hands-on experience with the Salesforce platform.
Financial Services Cloud experience (1+ year) and strong understanding of wealth workflows; experience supporting end users in a regulated environment.
Proven consulting/client engagement experience (e.g., leading onsite discovery, facilitating workshops, presenting recommendations, and driving follow-through).
Comfort operating in a field-based role with regular travel to advisor branches (up to 40%), working independently and representing the team on-site.
Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect).
Excellent communication, analytical, and problem-solving skills.
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.
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
At 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 environment 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 hr@manulife.com.
Waterloo, Ontario
Hybrid
$92,900.00 CAD - $142,900.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
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 contact hr@manulife.com for more information about U.S.-specific paid time off provisions.
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.
RevOps Roles analysis
Benefits, tools, and company context we extract from the full posting and classify, so you can scan in seconds what the write-up buries in prose.
Opens in a new tab
Manulife is a global financial services company providing investment management, insurance, and retirement solutions to individuals, institutions, and plan members worldwide, leveraging over a century of financial expertise.
Visit website