Bilingual Financial Education Specialist
Manulife Wealth & Asset Management is a leading international financial services provider. They are seeking a Bilingual Financial Education Specialist to assist members with Group Retirement plans by providing education and support regarding their investments and compliance needs. Responsibilities Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool Providing customer experience accurately and professionally Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed Ability to process service-related needs for clients Meeting productivity and quality objectives established by the department as well as call audits Meet service level agreements on activities related to Welcome calls Proactively staying abreast of changes in legislation, product, and administrative processes Handle advisor toll free line Skills 1-2 years of Financial Services experience, preferably in phone Passion for helping people on a one-on-one basis Advanced listening and customer service skills Ability to consult with all customers Ability to adapt to the evolving needs of the business Strong analytical and problem-solving skills Bilingual (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 Post-secondary education in finance, business or related field Background in a financial services industry Canadian Securities Course or IFIC is an asset Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF) Knowledge of segregated funds Benefits 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 Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) Financial education and counseling resources Generous paid time off program in Canada includes holidays, vacation, personal, and sick days Full range of statutory leaves of absence Company Overview Manulife Wealth & Asset Management is the global investment, financial advice, and retirement plan services segment of Manulife Financial Corporation. It was founded in 1887, and is headquartered in Toronto, Ontario, CA, with a workforce of 1001-5000 employees. Its website is