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Manulife

Salesforce Support & Enablement Consultant

Posted 16 Days Ago
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In-Office
Calgary, AB, CAN
Senior level
In-Office
Calgary, AB, CAN
Senior level
The Salesforce Support & Enablement Consultant supports advisors using Salesforce Financial Services Cloud by providing guidance, delivering enablement materials, and liaising with internal teams to meet advisor needs and improve platform adoption.
The summary above was generated by AI

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 Salesforce Support & Enablement Consultant to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. In this role, you will partner directly with Manulife Wealth advisors and provide remote support to guide them through the adoption of our enterprise platform, ensuring seamless implementation and optimal utilization. You will also act as a conduit to our Continuous Delivery Organization, communicating advisor needs, challenges, and feedback to align platform capabilities with the unique needs of financial advisors and wealth management operations. Ideal candidates will have strong Salesforce expertise, excellent communication skills, and a collaborative mindset.

Position Responsibilities:

  • Provide expert guidance and day-to-day virtual support to advisors using Salesforce Financial Services Cloud (how-to support, best practices, workflow coaching, and troubleshooting)

  • Design, deliver, and continuously improve enablement (quick reference guides, walkthroughs, knowledge articles, and live virtual training sessions) to accelerate advisor proficiency

  • Act as the liaison between advisor practices and the Continuous Delivery Organization.

  • Translate business needs into clear requirements/user stories.

  • Identify common questions, adoption barriers, and recurring issues; track themes and recommend processes, training, or platform improvements

  • Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align priorities, communications, and readiness for releases

Required Qualifications:

  • 5+ years of hands-on experience with Salesforce platform

  • FSC experience (1+ year), client-facing support/enablement, wealth workflow knowledge.

  • Excellent communication, analytical, and problem-solving skills.

Preferred Qualifications:

  • Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect).

  • Bilingualism (English-French) is an asset.

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.

About Manulife and John Hancock

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.

Manulife is an Equal Opportunity Employer

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 [email protected].

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$73,725.00 CAD - $122,875.00 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 [email protected] 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 [email protected] 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.

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