Manulife
Field Salesforce Consultant
Job Description
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...
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...